Wium Malan, Ca(Sa), Cfa Email & Phone Number

Cape Town, WC, ZA

Cape Town, Western Cape, South Africa

INDEPENDENT GLOBAL EMERGING MARKETS EQUITY RESEARCH: Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate.

Cape Town Area, South Africa

• Team member of the Global Emerging Markets (GEM) boutique which forms part of the Old Mutual Investment Group. The Old Mutual Investment group has roughly R550bn in AUM of which R1.8bn is managed by the GEM boutique..
• Coverage of the Telecommunication, Media, Technology, Internet, Healthcare, Loyalty program and IT Services sectors.
• Research on company, industry and macro-economic data, including data gathering and assimilation from various sources and meeting with company executive management and industry experts.
• Analysis of company and industry key drivers and competitive dynamics.
• Evaluation of the sustainability of the company business model and competitive advantage.
• Detailed financial modelling and forecasting.

• Oasis is a South African asset manager with roughly R35bn in AUM. I contributed directly to both the Global and Local equity funds as an Investment Analyst.Investment Analyst
• Coverage of global Pharmaceutical and Telecommunication sectors.
• Detailed research, financial modelling, valuations and writing of research reports and communication of investment recommendations to the CIO and investment team.
• Responsibility for proprietary quants screening analysis.

• AllianceBernstein is a global asset manager which had roughly $440bn in AUM. I contributed directly to the Growth Equities business unit, which had roughly $44bn in AUM.Assistant Vice President, Equity Analyst
• Lead coverage of Emerging Markets Telecommunications stocks in the EMEA region since mid-2009.
• Detailed research, financial modelling, valuations and writing of research reports and communication of investment recommendations to Portfolio Managers situated in London, New York and Hong Kong, managing a spectrum.
• Joint responsibility for coverage of Developed Market Telecommunication stocks in Europe, including the large cap incumbents and multinational telecom operators as well as satellite operators, cable companies and data.
• Prior to being promoted to lead analyst on the above sectors, I assisted analysts in the Emerging Markets investment team with fundamental equity research on Emerging Market stocks in the Industrials, Basic Materials.
• Maintenance of research driven, sector orientated paper-portfolios.

• Senior in charge of audits in a wide range of industries including Construction, Agriculture, Public Sector, Manufacturing, Textile, Retail, Financial Services, Legal Sector and Entertainment industries.
• Seconded to Charlotte, North Carolina, USA during 2005-2006 as a Senior Associate (Retail, Industrial production and Nuclear power industries).
• Active member of the Free State office Employment Equity Committee, helping to establish compliance with the Employment Equity Act within PricewaterhouseCoopers and a member of the Free State office Ethics Committee.

Cfa Charterholder

Ca(Sa)

B.Acc.Hons, Auditing, Accounting, Tax, Financial Management

Activities and Societies: Member of the Golden Key Society in 2000

Matric, High School