Ian Liddle

Perpetua Investment Managers (Pty) Ltd. (Perpetua) is an independent, owner-managed boutique investment management firm headquartered in Claremont, South Africa. The firm was founded by Delphine Govende in 2012. Perpetua provides investment management services to individual and institutional investors.

Contrarius Investment Advisory Ltd. (CIAL) is an independent Great Britain-based asset management firm which was founded by Stephen Mildenhall in 2008. Headquartered in London, CIAL provides investment advisory services to private and institutional clients.

Bateleur Capital (Pty) Ltd. is an independent, owner managed fund management firm headquartered in Westlake, South Africa. The firm was founded by Kevin Williams in 2004. Bateleur Capital manages a range of equity centric funds and unit trusts across their institutional, high net-worth and retail client base.

Avior Capital Markets (Pty) Ltd. is the capital markets research subsidiary of Avior Capital Markets Holdings Ltd. (JSE: AVR) in South Africa. It was founded by Peter Koutromanos in 2005. Headquartered in Cape Town, the firm provides in-depth and insightful research in a broad range of equities, as well as fixed income and derivatives in South Africa and Frontier Markets, predominantly in Sub-Sahara Africa for institutional clients. Their research product uses deep, fundamental analysis aimed at discovering growth opportunities for the benefit of global investment managers.

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).

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.

Momentum Asset Management Pty Ltd. (MAM) is an asset management firm headquartered in Centurion, South Africa. The firm was founded in 2011 and is a subsidiary of MMI Group Ltd., which is owned by Momentum Metropolitan Holdings Ltd. (JSE: MTM). MAM provides investment solutions to 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.

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.

X-Chequer Fund Management (Pty) Ltd. (XFM) is a boutique alternative investment firm headquartered in Bellville, South Africa. The firm was founded by Werner Prinsloo in 2007. XFM offers hedge fund and long only solutions to institutional, high net worth individuals and private clients.

Allan Gray Australia Pty Ltd. is the Australia-based fund management subsidiary of Allan Gray (Holdings) Pty Ltd., ultimately owned by Allan & Gill Gay Foundation in South Africa. The firm was founded by Simon Marais in 2005 as Orbis Investment Management (Australia) Pty Ltd. Headquartered in Sydney, Allan Gray Australia manages the Allan Gray funds and provides investment management services to individuals, trusts, companies, superannuation funds, family offices and government entities.

Healthcent (Pty) Ltd. develops software, messaging, and collaboration platforms. The company is based in Cape Town, South Africa. The South African company was founded in 2017 by Michael Gluckman and Andrew Davies. Andrew Davies has been the CEO since 2017.

Targe Capital Pty Ltd (Targe Capital) is a private equity firm which was founded in 2010 and invests in medium sized companies located in south Africa.

MDA Property Systems Pty Ltd. provides property management software solutions. The firm’s products include MDA Property Manager, which covers the basics of rent collection, integrated accounting to strategic asset management for property and real estate portfolios, MDA web API, and The CRE (Corporate Real Estate) version of MDA Property Manager. The company was founded by Deon Keet in 1990 and is headquartered in Cape Town, South Africa.

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.

Sanlam Investment Management (Pty) Ltd. (SIM) is the asset management subsidiary of Sanlam Life Insurance Ltd., which in turn owned by Sanlam Ltd. (JSE: SLM, OTCMKTS: SLLDY) in South Africa. Headquartered in Bellville, the firm offers a wide range of investment and financial planning solutions and a comprehensive range of local and offshore investment products to end investors, financial planners and institutions. SIM is a signatory to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI).