The Investment Research Team is made up of a group of talented individuals. These individuals include Rob Spanjaard, our CIO.
|Team Member||Qualifications||Years in Team||Responsibility||Total Years of Investment Experience||More Info|
|B.Com, CTA||20||Chief Investment Officer||31||Rob is the CEO and Chief Investment Officer of Rezco Asset Management, a position that he has held since 2004. Since then, Rezco has achieved a market-leading investment track record and won seven best fund awards in major categories.
Rob graduated from UCT with a B.Com and CTA , and won the national Financial Mail reader stock picking competition as a student before passing the Chartered Accountants Board Exam. He then worked as a portfolio manager for Momentum Life. Rob left to co-lead a private equity deal that involved purchasing the assets of a bankrupt company. As CEO, Rob grew the turnover and profits by a compound 25% per annum for 15 years. When Rob and his consortium exited in 2005, Sovereign Foods was the most profitable South African company in its industry.
Rob’s lifelong fascination with markets and investing has refined investing principals that he has infused into the Rezco team, to create a culture of innovative investment thinking.
|B.Bus Science (Hons), CFA, CIPM||4||Head of Research & Co-Portfolio Manager||10||Simon worked previously in roles at Deutsche Bank (London), Cogito Capital and Discovery Invest. Simon qualified from UKZN with a B.Bus Sci (Finance Honours), and holds the CFA and CIPM designations.
Simon, as Head of Research, has a keen interest in how to incorporate new technologies with behavioural finance and traditional investing to build a highly focused, alpha generating research capacity at Rezco. As Co-Portfolio Manager, Simon works closely with Rob in order to generate exceptional risk-adjusted returns for Rezco’s clients. Simon has filled these roles at Rezco since the end of 2017.
|B.SC (Hons) Actuarial Science||7||Analyst||16||Former senior investment consultant at Old Mutual Actuaries and Consultants and a qualified Actuary with 16 years industry experience. Jan has an B.Sc Honours in Actuarial Science degree and has also completed Computer Science studies at the University of Stellenbosch.|
|M.Eng (Cambridge), MBA (London)||1||Resources Portfolio Manager||11||John spent 5 years as Group Head of Commodities Research at Anglo American in London and Johannesburg. He spent six years at McKinsey in London and Johannesburg prior to moving to Anglo American. John has a both an Undergraduate and Masters Engineering Degree from Cambridge University, where he graduated top of his class on both occasions. He followed this up with an MBA from London Business School.|
|B.Com (Hons)||4||Senior Analyst||4||Brendan completed his Honours degree in Investment Management from the University of Pretoria.
He then joined Rezco as an analyst in 2014 and worked with Rezco for a number of years, covering a range of stocks and themes both locally and globally. Recently, Brendan re-joined Rezco after taking time to advise, launch, and transition a few entrepreneurial ventures in South Africa in a variety of industries including retail and manufacturing.
|B.Com (Hons), CFA||1||Analyst||6||Takura has 6 years’ experience in the investment banking industry where he worked on a number of large transactions in the South African equity market. Prior to joining Rezco, Takura was an associate and team leader at Goldman Sachs in South Africa, working on their deal team in the M&A/Corporate Advisory division within the investment bank. Takura qualified from UCT with an Honours degree in Financial Analysis and Portfolio Management (FAPM) and was included on the Deans Merit List. Takura is also a CFA charterholder.|
|B.Com (Hons)||1||Analyst||1||Muofhe graduated from Stellenbosch University with a B.Com Financial Analysis Honours degree. He is currently a CFA Level II candidate.|
|B.Com (Hons)||1||Analyst||1||Chris joined Rezco after graduating with a B.Com Financial Analysis Honours degree from Stellenbosch University. He was one of the top academic achievers in his final year of study and was placed on the Dean’s Merit List for five final year subjects. He is currently a CFA Level III candidate.|
|CFA||1||Analyst||1||A CFA charterholder, Diana is working towards the CGMA Designation and contributes her independent thinking and insight to the Rezco team. She studied management accounting at the Chartered Institute of Management Accountants, and was awarded a Postgraduate Diploma in Financial Markets from the University of Johannesburg.|
|B.Com (Hons)||1||Analyst||1||Gari graduated from UCT with an honours degree in Financial Analysis and Portfolio Management. Gari joined Rezco after spending three years on the sell side covering South African Construction and Building Materials as well as Africa (ex-South Africa).|
|B.Sc||4||Dealing & Models||4||Johann Graduated from Nelson Mandela University with a B.Sc in Mathematics. As Head of Dealing he is responsible for all trade related compliance and execution, as well as management of research provider relationships. Johann is passionate about leveraging technology and relationships to ensure the best outcomes for our investors|
|AEM (Cornell University), MBA (Harvard)||1||Autonomous Learning & Advanced Quant Tools||1||James Spanjaard is an MBA graduate of Harvard Business School. Prior to HBS , James was a consultant at the Boston Consulting Group (BCG) in Johannesburg and Munich. At BCG James was selected from a worldwide pool of candidates as one of ten ambassadors to BCG’s internal think-tank, the BCG Henderson Institute. As an ambassador to the Henderson Institute, James helped found BCG’s worldwide AI Initiative. James is passionate about philanthropy and dedicates a portion of his personal time to consulting for two South African non-profits serving local communities through education and job skills training. He has a B.Sc in Applied Economics and Management from Cornell University where he was one of two members of his graduating class to receive the prestigious SUNY Chancellor’s Award recognizing student excellence in academics, leadership and service.|
|Ph.d (Chemical Engineering)||1||Machine Learning||1||Nicholas qualified from Stellenbosch University (SU) with a Bachelor of Engineering (Cum Laude) in Chemical Engineering. He more recently obtained a Ph.D qualification (Chemical Engineering) from SU, the results of which have led to several peer-reviewed international journal publications. These research contributions earned him the nomination as the best Ph.D graduate for the 2019 year in the Department of Process Engineering at SU.|
|B.Sc (Hons) (Cum Laude), M.Sc||1||Bridge Engineer||1||Nic earned his B.Sc (Hons) in Advanced Mathematics of Finance (Cum Laude) from Wits University, graduating as the top student in his class and receiving the award for the best honours project. Nic then went on to complete his M.Sc in Advanced Analytics (Cum Laude) at UCT, covering various courses in statistics and data science, while his research focused on the development, and in-depth statistical analysis, of a quantitative trading algorithm.|
|M.Com (Mathematical Statistics)||1||Quantitative Analyst||1||George has a B. Com (Hons) in Actuarial Science from the University of Stellenbosch, and is expected to graduate with a M. Com in Mathematical Statistics from SU in March 2020. During his master’s degree, George participated in an exchange programme at the University of Amsterdam focusing on advanced statistics and machine learning. George will continue to pursue studies towards becoming a qualified actuary.|