South African Team

Graham Baillie

Executive Chairman

Graham joined Melville Douglas in 2002 as Executive Chairman and portfolio manager. Prior to this, Graham was Director of Investment Research at Barnard Jacobs Mellet, where he steered the company to global recognition as the leading research house in South Africa. Graham has over 20 years experience in investment research, banking, and stockbroking. He holds a B.Com and an MBA.

Michael Laws

Managing Director

Michael began his investment career at Melville Douglas in 1998. Michael is a portfolio manager and the co-Fund Manager of the Melville Douglas High Alpha Fund, our flagship local equity fund. He holds a B.Com degree, is a CFA® Charterholder, and is a Certified Financial Planner™ professional.

Jerome O’Regan

Executive Director and Chief Investment Officer

Since joining Melville Douglas in 2004, Jerome has been instrumental in establishing the company’s investment philosophy and process. He is the lead manager on our key long-term capital growth funds – the Melville Douglas Dynamic Strategy Fund (ZAR), and the Melville Douglas Balanced Fund (USD). He holds an MBA and is a CFA® Charterholder.

Bernard Drotschie

Chief Investment Officer

Bernard joined Melville Douglas in 2002 as a portfolio manager and analyst prior to which he worked for ABSA Asset ManagerHe is also the lead manager on the Melville Douglas Global Growth Fund (USD) and co-manages the Melville Douglas Balanced Fund (USD) and the Melville Douglas SA Bond Fund. He holds a B.Com (Hons) degree in Econometrics, is a CFA Charterholder®, and is a Certified Financial Planner™ professional.

Paolo Senatore

Global Strategist

Paolo joined Melville Douglas in 2018 as Global Strategist. Prior to this he was with Firstrand Group since 1995 gaining over 20 years financial market experience. During 2000, he became Chief Investment Officer of RMB Private Bank Portfolio Management. He was Chief Investment Officer for Ashburton Investments, FirstRand’s asset management initiative, since its inception and was instrumental in consolidating the groups various asset management businesses and investment processes. He holds a MSc (Mech Eng).

Mervin Naidoo

Head: Equity Research

Mervin joined Melville Douglas in 2013. He is a portfolio manager and assumes overall responsibility for Melville Douglas’s equity research process, as well as being an analyst for global financial services companies. Prior to joining Melville Douglas, he held senior equity research roles at Credit Suisse, J.P. Morgan, and Andisa Securities. Mervin is a qualified CA (SA) and holds a B.Com (Hons) degree.

Rob Stewart

Head: Portfolio Management

Rob joined Melville Douglas in 2005 as a portfolio manager and analyst covering Commodities and the Mining and Resources companies. Rob holds a B.Sc (Hons) degree, a post-graduate diploma in Management, is a CFA® Charterholder, and is a Certified Financial Planner™ professional. Rob is responsible for portfolio management in South Africa.

Susan Gawith

Portfolio Manager

Before joining Melville Douglas in 2006, Susan was a rated sell-side analyst covering consumer stocks, and is Melville Douglas’s lead analyst on the retail, hotel and leisure sectors. Susan is also the co-manager of our key long-term capital growth fund – the Melville Douglas Dynamic Strategy Fund (ZAR). Susan holds a B.Sc degree and an MBA.

Mzimasi Mabece

Head of Fixed Income: South Africa

Mzimasi has more than 14 years financial market experience spanning both quantitative analysis as well as portfolio management and has managed both fixed income and equity funds. Prior to joining Melville Douglas, he was Head of Fixed Income at Mvunonala Asset Managers. He previously held Portfolio Manager roles at Prowess Investment Managers and Old Mutual Investment Group (OMIGSA) and also worked at Sanlam Investments as a fixed income Quantitative Analyst. Mzimasi holds a BSc degree.

Trevor Lukhele

Portfolio Manager and Regional Head: Johannesburg

Trevor joined Melville Douglas in 2014 as a Portfolio Manager and analyst. Prior to this, Trevor was a portfolio manager at Ashburton Investments, and a Client Fund Manager at STANLIB Asset Management. Trevor has over 10 years experience in investment management. He has a B.Com degree in Economics and Finance, and an MBA. 

Simon Bothner

Portfolio Manager / Regional Head: Cape Town

Simon joined Melville Douglas in 2002 as a dealer and research analyst. After a five-year stint, he left to join Deutsche Bank, and thereafter worked for Coronation Fund Managers. In 2013, he re-joined Melville Douglas as a Portfolio Manager for the Western Cape region. Simon has a BBusSci (Hons) degree and is a CFA® Charterholder.

Stuart Simpson

Portfolio Manager

Stuart joined Melville Douglas in 2010 after qualifying as a CA (SA). He is a Portfolio Manager and equity analyst covering the Real Estate sector. Stuart holds a BBusSci (Hons) degree in Finance, and a Postgraduate Diploma in Accounting. He is also a CFA® Charterholder.

Prandhana Naidu

Portfolio Manager

Prandhana joined Melville Douglas in 2014. Prior to joining the company, she was a portfolio manager at Sasfin Securities. In her current role, Prandhana covers the global consumer staples sector. Prandhana holds a BBusSci (Hons) degree in Finance, and is a CFA® Charterholder.

Refilwe Moroka

Research Analyst

Refilwe joined Melville Douglas in 2017. She is a domestic equity reseach analyst covering the diversified industrials sector. Prior to joining Melville Douglas she was a Diversified Lending & Leveraged Credit Risk Manager dealing specifically in the FMCG, Retail sector at Standard Bank. She holds a B.Com Accounting degree as well as a B.Compt (Hons) in Cost Management Accounting and is a CFA® Charterholder.

Greg Wood

Fund Manager

Greg started his career at Melville Douglas in 2004. He is comanager of the Melville Douglas High Alpha Fund, a position he has held since the inception of the fund, and is also the lead analyst for the Healthcare sector. Greg holds a BBusSci degree and is a CFA® Charterholder.

Paul Swanson

Portfolio Manager

Paul joined Melville Douglas in 2015 as a portfolio manager and analyst. Prior to this, Paul spent 16 years at STANLIB Asset Management, initially as an equity analyst, and then as a fund manager since 2007. He holds an M.Com and is a CFA® Charterholder.

Etienne Vlok

Fund Manager

Etienne joined Melville Douglas in 2010. He is the comanager of the Melville Douglas Global Equity Fund, and is also responsible for covering the domestic and global IT and Media sectors. Etienne holds a B.Com Acc (Hons), CA (SA), and is a CFA® Charterholder.

Craig Smith

Fund Manager

Craig joined Melville Douglas in 2015 as a research analyst. His primary responsibilities include fixed income research, company research within the global healthcare sector, as well as co-management of the Melville Douglas Bond Fund. Craig has a B.Com (Hons) degree in Strategic Management and is a CFA® Charterholder.

Derinia Mathura

Portfolio Manager

Derinia joined Melville Douglas in 2013 as an equity analyst covering the global consumer discretionary sector. Prior to joining, she worked for RMB Morgan Stanley as a sell-side equity research analyst . Derinia has a BBusSci (Hons) degree in Finance and is also a CFA® Charterholder.

Tracy Goncalves

Portfolio Manager

Tracy joined Melville Douglas in 2004 and has been a Portfolio Manager since 2013. She holds an IMM marketing diploma, is a Certified Financial Planner™ professional, and is currently a CFA® candidate.

Matthew Urquhart

Research Analyst

Matthew joined Melville Douglas in 2015 on the Associate programme. After successfully completing the programme, he permanently joined the business as a junior portfolio manager and analyst covering the Commodities and Mining and Resources sectors. Matthew holds a B.Com Investment Management degree, and is currently a CFA® candidate.

Natasha Senkge

Research Analyst

Natasha joined Melville Douglas in 2017 as an equity analyst covering the energy, chemicals and industrials sector. Prior to joining, she worked for Deloitte Consulting and Eurasian Resources as a management consultant. Natasha holds a BSc Engineering in Mining.

Natalie van Rooyen

Head: Fund Solutions

Natalie has over 10 years of investment experience. Natalie previously worked as a Multi-Asset Fund Manager at F&C Asset Management in the UK and joined Melville Douglas in May 2015. She holds a BSc (Hons) Economics and Finance degree from the University of Bristol and is a CFA® Charterholder

Zinhle Zwane

Fund Analyst

Zinhle Zwane joined Melville Douglas in 2013. She has recently joined our Fund Solutions team as a Fund Analyst. Zinhle holds a B.Com degree in Finance and Economics and is currently a CFA® candidate.

 

Kan Sun

Research Analyst

Kan joined Melville Douglas in 2017 on the CA (SA) Programme from the Standard Bank Group where she gained experience in Investment Management and Banking operations. She is still completing the program and has permanently joined the business as a Research Analyst covering the Retail Sector. Kan holds a BBusSci degree in Finance and a Post-Graduate Diploma in Accounting, and is currently a CFA® Candidate.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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