Louis A. Scheepers

STANLIB Asset Management Ltd. (SAM) is the multi-specialist investment subsidiary of STANLIB Ltd., ultimately held by Standard Bank Group Ltd. (JSE: SBK; ADR: SGBLY) in South Africa. The firm was created in 2002 by the merger of Liberty Asset Management and Standard Corporate and Merchant Bank Asset Management. In 2007 the Liberty Life Group acquired 100% of the ordinary shares of STANLIB Ltd. Headquartered in Johannesburg, SAM offers their clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

Absa Asset Management (Pty) Ltd. (Investment Management) (Absa-IM) is the investment management division of Absa Asset Management (Pty) Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 1997 as Abvest Associates Pty Ltd. Headquartered in Johannesburg, Absa-IM manages institutional assets on behalf of pension funds, provident funds, medical aid, collective investment schemes and trusts.

ALUWANI Capital Partners (Pty) Ltd. is an independent investment management firm headquartered in Johannesburg, South Africa. The firm was founded in 2015 by Patrick Mathidi, Mishnah Seth, Bafana Patrick Mathidi and Sibusiso Mabuza. ALUWANI Capital Partners offers active investment management with research and product capabilities across all asset classes.

Vunani Fund Managers Pty Ltd. (VFM) is an asset management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Vunani Capital Pty Ltd., which is owned by Vunani Ltd. (JSE: VUN). VFM provides a broad suite of investment solutions for institutional and retail clients.

Momentum Outcome-based Solutions (Pty) Ltd. (MOBS) is an asset management firm headquartered in Centurion, South Africa. The firm is a subsidiary of MMI Strategic Investments (Pty) Ltd., which is owned by Momentum Metropolitan Holdings Ltd. (JSE: MTM). It was founded in 2005 as a result of the merger of two prominent South African multi-managers, evolving from roots that extend as far back as 1994. The firm changed its name from Momentum Manager of Managers in 2014 with the amalgamation of Momentum Manager of Manager, Momentum Alternative Investments and Momentum Investment Consulting. MOBS offers investment solutions to individual and institutional clients.

Cadiz Asset Management (Pty) Ltd. (Cadiz) is an investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1996 as Cadiz African Harvest Asset Management (Pty) Ltd. They are owned by Warwick Private Clients (Pty) Ltd. Cadiz manages assets for both individual and institutional clients.

Regarding Capital Management (Pty) Ltd. (RECM) is the asset management subsidiary of Merchant West Investments (Pty) Ltd. in South Africa. The firm was founded in 2003 by Piet Viljoen. Headquartered in Cape Town, RECM provides financial advisory and investment management services to domestic and international private individuals and institutions including pension funds. They manage unit trusts as well as discretionary portfolios.

Fairtree Asset Management (Pty) Ltd. (Fairtree) is the alternative fund management subsidiary of Fairtree Capital Pty Ltd. in South Africa. The firm was founded in 2006 by André Malan and Jacobus Nel. Headquartered in Bellville with an office in the British Virgin Islands, Fairtree manages alternative and long-only investment portfolios across all global asset classes for institutional clients and high net worth individuals.

RMB Morgan Stanley (Pty) Ltd. is a South African company that provides brokerage services. The joint venture company is based in Sandton, South Africa. The company was founded in 1994 by Chris Meyer. Matthew Rattray has been the CEO of the company since 2011.

Part of Momentum Metropolitan Holdings Ltd., Momentum Manager of Managers (Pty) Ltd. is a South African financial services company that offers a range of products and services including financial advice, medical aid, insurance, fiduciary and investment products for individuals and businesses. Founded in 2005, the company is based in Sandton, South Africa. Momentum Manager of Managers provides various investment options such as local or offshore unit trusts, tax-free savings accounts, and other investment options to help individuals grow their wealth. Additionally, the company offers comprehensive car insurance and home contents insurance with roadside assist, panic button assistance with Safety Alert & cashbacks.

Part of Momentum Metropolitan Holdings Ltd., Momentum Investments Pty Ltd. is a South African company that provides investment advisory services. The company is based in Sandton, South Africa. Ferdinand van Heerden has been the CEO of the company since 2023.

Old Mutual Customised Solutions (Pty) Ltd. (Customised Solutions) is the asset management subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately owned by Old Mutual Ltd. (JSE: OMU) in South Africa. The firm was founded in 2001 as Old Mutual Global Index Trackers (Pty) Ltd. and changed their name to Old Mutual Customised Solutions (Pty) Ltd. in May of 2015. Headquartered in Pinelands, Customised Solutions provides investment advisory services to corporations, corporate pension and profit-sharing plans, insurance companies, collective trusts, various global unit trust funds such as UCITS, investment companies, municipal government entities, and charitable organizations.

Part of Truffle Capital (Pty) Ltd., Truffle Asset Management (Pty) Ltd. is a South African investment company based in Hyde Park, South Africa. Truffle Asset Management specializes in helping investors achieve long-term investment success by investing in superior opportunities. The company's team of investment professionals is committed to co-investing alongside their clients to ensure their success. The company was founded in 2008 by Hannes van der Westhuyzen, Louis van der Merwe, and Louis van der Merwe. Louis van der Merwe has been the CEO since 2008.

Part of Sanlam Ltd., ABSA Fund Managers Ltd. is a financial institution that offers a range of banking services, including opening bank accounts, getting loans, and signing up for internet banking. The company is based in Parktown, South Africa. ABSA Fund Managers provides tools and services for banking online and on the go, and also offers the option to switch business debit orders to their platform. The CEO of the South African company is Alan Miller.

Allan Gray Unit Trust Management (RF) (PTY) Ltd. (Allan Gray UTM) is the South Africa-based asset management subsidiary of Orbis Holdings Ltd. in Bermuda. Established in 1974, the firm is based in Cape Town, with additional offices throughout South Africa. They are a Broad-Based Black Economic Empowerment contributor which manages mutual funds and segregated accounts for institutional clients including pension funds, medical aid schemes and endowments, as well as for private individuals. They are a socially responsible investor which supports the principles proposed by the Code for Responsible Investing in South Africa (CRISA) and works in partnership with Bermuda-based Orbis Investment Management Ltd., which manages offshore equity mutual funds. The firms share the same investment philosophy and were both founded by Allan W B Gray.

Deltamune (Pty) Ltd. operates as a biotechnology company focused on veterinary and public health. The firm’s laboratory services include analytical dairy testing, dairy excellence laboratory, diagnostic testing, chemical analytical, environmental, food safety and nutritional testing and advisory services. It also offers animal health products like registered vaccines, autogenous vaccines, contract manufacturing and research & development. The company was founded by Hannes Swart in 1977 and is headquartered in Pretoria, South Africa.

Part of Deutsche Bank AG, Deutsche Securities (Pty) Ltd. is a South African brokerage company. The company is based in Sandton, South Africa. The company was founded in 1979. Muneer Ismail has been the CEO of the company since 2016.

UBS South Africa (Pty) Ltd. (UBSSA) is the broker subsidiary of UBS AG, which is ultimately held by UBS Group AG (NYSE: UBS). The firm is headquartered in Johannesburg. UBSSA provides brokerage services to private, institutional and corporate clients.

Founded in 1995, HSBC Securities (South Africa) (Pty) Ltd. is a part of HSBC Holdings Plc, one of the world's largest banking and financial services organizations. The company is based in Sandton, South Africa and provides investment and financial solutions through its emerging markets-led, financing-focused business, HSBC Banking and Markets. The South African company's description emphasizes its history and businesses in various locations, without any superlatives or rankings.

Mazi Asset Management (Pty) Ltd. is an authorized financial service provider based in South Africa. Mazi Asset Management specializes in investment management and prides itself on finding opportunities in unexpected places. The South African company offers services to both institutional and individual investors and holds license no. 46405. Copyright for Mazi Asset Management is held by the private company and its description emphasizes the importance of being different in investment management. The company was founded in 2006 by Malungelo Headman Zilimbola, who has been the CEO since then.

36ONE Asset Management (Pty) Ltd. is an independent South African asset management firm which was founded by Cy Jacobs and Steven Liptz in 2004. Headquartered in Sandton, the firm manages unit trusts, hedge funds and institutional segregated mandates for private clients.

Fairtree Asset Management LLP is a leading investment manager that offers tailored solutions to manage alternative and long only investment portfolios across all asset classes. The private company is based in London, UK. The British company's purpose is to enrich the lives of all Fairtree stakeholders. The company provides monthly insights and have a team of personal investors available for contact. Fairtree also offers operational real estate solutions through their new website.

Saffron Wealth (Pty) Ltd. is an independent, South Africa-based hedge fund management firm which was founded in 2012 by Brandon Quinn and Deon van Zyl. Headquartered in Stellenbosch, the firm manages investments across all the major asset classes both within South Africa, the African Continent and abroad.

Rudiarius Capital Management (Pty) Ltd. provides investment advice. The private company is based in Hurlingham, South Africa. The South African company was founded in 2014 by Fungai Tarirah.

Land & Agricultural Development Bank of South Africa provides financial services to farmers. It offers long term mortgages, medium, short term loans, deposits, guarantees, installment finance and special mortgages. The firm provides financial services to the commercial farming sector and agri-business. The company was founded in 1912 and is headquartered in Centurion, South Africa.

Momentum Collective Investments (RF) (Pty) Ltd. provides financial investment products and services. The firm offers investment, retirement, life, short term insurance, business solutions, multimanagement and many other products and services. The company was founded in 1966 and is located in Centurion, South Africa.

Allan Gray (Pty) Ltd. is the investment management subsidiary of Orbis Allan Gray Ltd., itself a subsidiary of Allan & Gill Gray Foundation in South Africa. The firm is headquartered in Cape Town and has offices across Africa and an affiliate office in Australia. Founded in 1973, Allan Gray manages segregated portfolios, pooled portfolios and unit trust funds which includes their flagship long-term unit trust – Allan Gray Balanced Fund for a range of clients such as institutions, individuals, insurance companies, trusts and foundations. The firm support the principles espoused by the Code for Responsible Investing in South Africa (CRISA) and is a signatory to the United Nations endorsed Principles for Responsible Investment (UNPRI).

Momentum Metropolitan Life Ltd. provides financial services. The company is headquartered in Centurion, South Africa.

Part of Momentum Metropolitan Holdings Ltd., MMI Holdings (UK) Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2013.

Momentum Securities (Pty) Ltd. (MSP) is the broker subsidiary of MMI Strategic Investments (Pty) Ltd., which is ultimately held by Momentum Metropolitan Holdings Ltd. (JSE: MTM). The firm is headquartered in Johannesburg. MSP provides brokerage services to their clients.

Boutique Investment Partners (Pty) Ltd. (BIP) is an investment management and consulting firm headquartered in Sandton, South Africa. The firm was founded in 2014 by Tavonga Chivizhe and Johannes Pierre de Klerk. They are a subsidiary of Efficient Group Ltd., which is owned by Apex Group Ltd. in Great Britain. BIP specializes in the provision of globally focused multi-manager investment management and consulting services to South African independent financial advisors and their retail and institutional clients.

PSG Asset Management (Pty) Ltd. (PSGAM) is the asset management subsidiary of PSG Asset Management Holdings (Pty) Ltd., ultimately held by PSG Group Ltd. (JSE: PSG) in South Africa. The firm was created in 1996 when PSG Fund Management, PSG FutureWealth, PSG Alphen Asset Management and PSG Tanzanite merged, consolidating the life and investment platforms to create a one-stop platform for investment advisors and investors. Based in Constantia, PSGAM offers long-term investors a comprehensive range of local and international unit trust funds, managed multi-manager solutions, retirement products and structured products. The firm has strategic partnerships with Manco Partners, Atlantic Asset Management, Catalyst Fund Managers and Destiny Asset Managers. PSGAM is a socially responsible investor which supports the Ubuhle Babantwana Child Care Centre for HIV/AIDS infected and affected, abused and neglected children.

Access Bank South Africa Ltd. operates as a commercial bank. It specializes in business banking, lending commercial property, asset finance, working capital and overdrafts, treasury services, foreign exchange, and transactional banking. The company was founded in 1947 and is headquartered in Sandton, South Africa.

Mianzo Asset Management (Pty) Ltd. (Mianzo) is an independent asset management firm headquartered in Cape Town, South Africa. The firm was founded by Luvo Tyandela in 2010. Their core focus is the management (including preservation and creation) of assets on behalf of clients. Mianzo is a signatory to the United Nations Principles of Responsible Investing (UNPRI).