Sheldon Ryan MacDonald

Marlborough is an active investment management specialist that focuses purely on assets such as bonds, infrastructure and innovative companies.

Liontrust IP is an active manager which seeks to find investment opportunities that can sustain or improve their market share over the long-term. The firm’s investment approach is rooted in fundamental, bottom-up research and independent analysis. Investment opportunities are considered by and then debated within the investment team against several macro and micro factors.

OMIGSA invests globally across asset classes, with a strong focus on the South African market. Their portfolios give clients exposure to listed equity and debt markets in South Africa, the rest of Africa, emerging markets and global developed markets. They have specialist expertise in sectors such as mining and resources, financials, industrials and real estate, as well as in small-caps. The firm's research for all boutiques is centralized and organized in teams specializing in equity, debt, macro economy, quantitative analysis, risk management and equity trading. They conduct a program of company visits and share research globally within the Old Mutual group.

Liontrust Multi-Asset’s process is designed to target the outcome expected by investors in terms of the level of risk, as measured by volatility, of each model portfolio and to maximize the return for each portfolio while still targeting the investors’ level of risk. These two objectives are pursued through a quantitative and qualitative approach with five key stages to the process: the strategic asset allocation, followed by the tactical asset allocation, fund selection, portfolio construction, and monitoring and review.