I am part of the investment committee that oversees the firm's offshore mandates, including the management of the ClucasGray Global and Global Flexible Fund. My role further expands into covering global stocks, primarily consumer cyclicals, non-banking financials, and technology. The cornerstone of the valuation approach involves free cash flow modelling. I also manage and maintain the firm's global model portfolio, which portfolio managers use to manage private client portfolios. A large part… Show more I am part of the investment committee that oversees the firm's offshore mandates, including the management of the ClucasGray Global and Global Flexible Fund. My role further expands into covering global stocks, primarily consumer cyclicals, non-banking financials, and technology. The cornerstone of the valuation approach involves free cash flow modelling. I also manage and maintain the firm's global model portfolio, which portfolio managers use to manage private client portfolios. A large part of my work entails presentations to the investment committee and portfolio managers. Show less

I was positioned within PSG Wealth Distribution, where I work closely with PSG Asset Management, PSG Multi-Management, and PSG Securities in formulating the group’s investment advice house view. I was on several committees, including the fund’s committee, portfolio committee, house view governance committee, and high-net-worth committee. My role on these committees was to ensure that the group’s investment house view is integrated into all spheres of the business. I also assisted the… Show more I was positioned within PSG Wealth Distribution, where I work closely with PSG Asset Management, PSG Multi-Management, and PSG Securities in formulating the group’s investment advice house view. I was on several committees, including the fund’s committee, portfolio committee, house view governance committee, and high-net-worth committee. My role on these committees was to ensure that the group’s investment house view is integrated into all spheres of the business. I also assisted the acquisitions team with the evaluation of potential acquisitions to ensure that they were a good fit for the company. I further assisted the group's 935 advisors with investment queries and proposals with the aim of growing the group’s AuM. Show less