Senior Fund Manager / Analyst (JOSMX)o Initiated non-US small cap equity strategy raising assets from seed capital to +US$350 million. o Portfolio construction employing a disciplined bottom-up selection approach across developed and emerging countries based on cash generation, capital investment, asset verification and management qualification.o Significant outperformance attributed to stock selection below US$ 2 billion market cap segment.o Improved long-established ESG assessment by evaluating chosen corporate materiality and SDG objectives relative to authenticated progress, impact and EV risk.

Lead Portfolio Manager / Analyst (HLMSX)o Launched the international smaller companies equity strategy utilizing the philosophy and process from Sagitta. o Consistently achieved top quartile performance and a five-star Morningstar rating.o Investment selection applied comprehensive analytical practice – ‘qualitative assessment checklist' including required site visits and management competence interviews.o Trained and supervised two analysts in ISC analytical framework while integrating HOLT valuation tool.

o Portfolios of US$650 million in international (incl. emerging) small & medium capitalized equities, convertibles, and sovereign/corporate bonds strategies for endowments, pensions, and UHNW. o Awarded multiple S&P Lipper AA + 5 Star ratings, Lipper Fund Award, Nelson’s Top 20 Money Managers – International Small Cap Equities. o Created an analytical framework to provide a consistent process for securities identification (quantitative screening criteria) and company fundamental evaluation, including asset verification (site-visits), management competence (interviews), and post-action review improvements. o Advised and valued South African Empowerment asset swap and Private Equity Investments (fixed wireless IRR +14X)