INVESTMENT TEAM

Chief Investment Officer / Portfolio Manager

Qualifications

MSc Investment Management (Cass Business School. London)
BSc Business Administration (University of New Hampshire, USA)

Experience

Lo founded First Avenue in 2010 and has worked in the investment management industry since 1993. He has worked in various roles that span both the investment research and portfolio management functions.  His experience at analysing a variety of sectors in the market – industrials, financials, and resources – created a strong foundation for his current role as a portfolio manager. He has worked for STANLIB, the IDC, Investec Asset Management, and HSBC (USA).  Most recently, at STANLIB and the IDC, Lo headed up core investment propositions and served in senior management roles.  He also gained valuable exposure to corporate governance and strategic decision making when serving as a director on the board of various IDC-held investments.

Investment Analyst

Qualifications

B. Business Science Finance (Hons) and Economics (University of Kwa-Zulu Natal)
MSc. Finance and Investment (Geneva Business School)
MA. Finance and Investment (London School of Business and Finance)

Experience

Sahil started his career as a research analyst at Northstar Asset Management in 2016.  He went on to work as a senior analyst at Cadiz Asset Management and joined First Avenue in 2021.  He brings to first Avenue a rare package among investment analysts in South Africa of research experience in local and global equities.  His experience in global equities is critical to First Avenue’s four year old and growing global equity competence.  His research responsibilities include local and global banks, local technology (Naspers, Prosus), and local and global industrials.

 

Investment Analyst

Qualifications

B.Comm. Finance (University of the Witwatersrand, South Africa)
B.Comm. Honours Business Finance (University of the Witwatersrand, South Africa)

Experience

Prior to joining First Avenue, Shirley worked for Vunani Securities as a trainee equity research analyst where she covered the hotels and leisure sector. Shirley began her career in 2017 as a management consulting analyst at Accenture, conducting research and analysis for the banking and insurance sectors.

Investment Research Analyst

Qualifications

B.Comm. Finance (University of Johannesburg, South Africa)

Experience

Thandeka is a product of the First Avenue Investment Research Analyst Training Program. She began her career and joined the firm in 2020. She is responsible for analysing local and global hospital groups, pulp and paper companies, and diversified industrials.

OPERATIONS TEAM

Chief Operations Officer

Qualifications

B.Comm. Economics (University of Johannesburg, South Africa)
B.Comm. Investment Mgmt (Hons.) (University of Johannesburg, South Africa)
MBA (Edinburgh Business School, Scotland)

Experience

Jorge started his career in 2002 and has experience across multiple areas within Operations. Prior to First Avenue, he worked at Nedbank Capital as a market risk analyst responsible for monitoring risk at the equity sales desk and prime broking trading desk. He has also worked at Stanlib Asset Management in multiple leadership roles including head of client reporting, head of performance and attribution, and head of projects in asset management ops. Jorge has also worked in the Stanlib quants team responsible for fund analysis and annuity portfolio analysis.

Operations Manager

Qualifications

B.Comm. Finance (University of Natal, South Africa)
B.Comm. Financial Planning (Hons.) (University of Johannesburg, South Africa)
Postgraduate Diploma in Compliance Management (University of Johannesburg, South Africa)

Experience

In a career that began in 2004, Neetin has acquired extensive knowledge regarding portfolio implementation, investment risk, regulatory compliance, investment compliance and strategic projects within the investment management industry. Prior to joining First Avenue, he worked at STANLIB Asset Management as the Head of Portfolio Implementation. This role formed part of the portfolio analytics, risk and implementation team in which he was responsible for trading and monitoring on all portfolios for both positional and investment risk divergences. He further developed and grew the implementation function within portfolio analytics, such that it became leverageable across all STANLIB investment divisions locally and globally. He also worked at STANLIB as the Compliance Manager across the various businesses responsible for regulatory matters. Prior to joining STANLIB, he worked at the Financial Services Board (FSB) as an Analyst responsible for the supervision of financial services providers.

Operations Analyst

Qualifications

BBusSci Finance and Accounting (University of Cape Town, South Africa)

Experience

Refiloe began her career and joined first avenue in 2022 as a Research Associate. She has taken on a permanent position as an Operations Analyst starting 2023.

Third Party Providers

First Avenue outsources certain back office functions to best-in-class providers.  These include:

Curo Fund Services

Fund Account and
Administrative Services

Moonstone

FSB Compliance

Global Continuity

Disaster Recovery
and Remote Backups

Certified Master Auditors

Financial Accounting

Colab IT

Cloud Infrastructure, Desktop and IT Support

Computershare

Company Secretarial
Services