Succession Plans

- Our Team -

There are currently no plans for any of our portfolio managers to retire.

Rezco’s culture is one of “Enabling, Empowering and Goal Exceeding” in all parts of the business. Specifically, in the investment side of the business, this culture enables and empowers people to grow significantly in depth, breadth, quality, capability and experience. This deliberate growth in capability is a significant strength in the management capability of the funds at Rezco. As a result of the interaction and involvement of Rob Spanjaard and Wally Gray with the investment team, an environment in which members gain specific knowledge of the Rezco style, philosophy and process, is fostered. This ultimately ensures that we retain capable employees.

Key to our succession planning is role duplication. Given that we are a fairly small team, it simplifies the transfer of knowledge. We have also been implementing a fair amount of automation and integrations, which reduces the impact of any key individual leaving.

We take the approach to outsource any elements that are not core to our business.

Processes and procedures are properly documented.

FAQs: To what extent are Rob and Wally’s skills transferred onto the wider team?