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The objective of this portfolio is to maximize interest income and preserve the portfolio’s capital and provide liquidity. Investments to be included in the fund will apart from assets in liquid form, consist of interest bearing and non-equity securities, fixed income instruments, debentures and preference shares of an income nature, property securities as well as other enhancing securities which are considered consistent with the portfolio's primary objectives.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Luis Levy | - | 2012 | 2022 |
Biography | Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds. Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. In June 2015 he departed to setup StrategiQ Capital. Luis is the CEO and founder of the discretionary fund management business. | ||
Brendan Vadas | - | 2012 | 2022 |
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