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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 Levy obtained his B Com degree from University of Cape Town and is a CFA Charter Holder. He has gained valuable experience in fund management at several leading financial institutions before being one of the founders of Mergence Investment Managers. Luis joined Efficient Select as Head of the Specialist Manager Boutique. | ||
Brendan Vadas | - | 2012 | 2022 |
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