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Sanlam Investment Management Small Cap Fund B2 (0P0000JZKZ)

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92.571 -0.480    -0.52%
30/10 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 355.9M
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000099982 
Asset Class:  Equity
Sanlam Investment Management Small Cap Fund B2 92.571 -0.480 -0.52%

0P0000JZKZ Overview

 
On this page you'll find an in-depth profile of Sanlam Investment Management Small Cap Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZKZ among other information.
Category

South Africa & Namibia Small-Cap Equity

Total Assets

355.9M

Expenses

1.10%

Inception Date

Jul 02, 2007

Investment Strategy

The fund is managed actively and aggressively in order to achieve maximum capital appreciation in the medium to long term. The focus is on small to mid capitalisation companies with above average growth potential and that have been mispriced by the market. Our pragmatic value approach emphasises the importance of minimising any downside risk, while maximising the contribution from stock selection. This fund is suited for clients who are seeking exceptional growth potential in the longer term and are prepared to accept a higher degree of risk.

Contact Information

Address 2 Strand Road
Bellville, Cape Town,Western Cape 7530
South Africa
Phone +27 (21) 916 1800
Fax +27 (0)21 947 8224

Top Executives

Name Title Since Until
Vanessa van Vuuren Portfolio Manager 2011 Now
Biography In 2003, Van Vuuren began her career in investments at Oasis Asset Management as an equity analyst, primarily focusing on researching industrial stocks and the small cap sector. Prior to joining SIM in 2007, Van Vuuren worked for a year in the Cape Town offices of the Dutch private bank Insinger de Beaufort conducting equity research, as well as managing high net worth clients.
Charl de Villiers Co-Portfolio Manager 2011 2011
Biography De Villiers' investment career started in 2005 at Aylett & Company, a boutique value-based asset manager where he was employed as an equity analyst. De Villiers joined Sanlam Investment Management late in 2008 as an equity analyst in the small cap team. De Villiers began co-managing the Sanlam Small Cap Fund alongside Ricco Friedrich in 2010.
Ricco Friedrich Head 2009 2011
Biography Ricco is Head of Unconstrained Equities and manages the SIM Value fund. Prior to this he managed the SIM Small Cap fund and headed up small cap research; he joined SIM in 1999. Ricco started his investment career as an equity analyst at Franklin Asset Management from 1998 to 1999, where he was part of the team that launched the first microcap fund in South Africa. 1995-1998 :Grant Thornton International (Completed articles). 1998-1999: Analyst at Franklin Asset Management. 1999-2002: Joined SIM as Industrial Analyst. 2002-2007: Head of Small Cap at SIM. Achieved Top ranking unit trust in category over 1, 3 and 5yrs
Johan de Bruijn Portfolio Manager 2006 2009
Ricco Friedrich Head 2001 2006
Biography Ricco is Head of Unconstrained Equities and manages the SIM Value fund. Prior to this he managed the SIM Small Cap fund and headed up small cap research; he joined SIM in 1999. Ricco started his investment career as an equity analyst at Franklin Asset Management from 1998 to 1999, where he was part of the team that launched the first microcap fund in South Africa. 1995-1998 :Grant Thornton International (Completed articles). 1998-1999: Analyst at Franklin Asset Management. 1999-2002: Joined SIM as Industrial Analyst. 2002-2007: Head of Small Cap at SIM. Achieved Top ranking unit trust in category over 1, 3 and 5yrs
Aziza Galliel - 1999 2001
Shane Watkins CIO/Portfolio Manager 1998 1999
Biography Shane is an Executive Director and the CIO of All Weather Capital. After qualifying as a Chartered Accountant he began his investment career at Liberty Asset Management in 1995 as an investment analyst and progressed to be a Senior Fund Manager, managing a Unit Trust, some third party pension funds and eventually the main life fund of the Liberty Group. Thereafter he spent 3 years as a Director of Corporate Finance at UBS Warburg before moving to Peregrine Capital as a Director. After 7 years at Peregrine Capital he started his own business now called All Weather Capital.
Schalk Theron - 1997 1998
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