Investment team

We have highly experienced portfolio managers. The limited number of portfolios managed by each manager makes us unique among private client portfolio management firms. Integral to this business is our close liaison with our clients in understanding and following the mandate, together with a unique investment process.

Graham Baillie

Executive Chairman

Graham joined Melville Douglas in 2002 as Executive Chairman and portfolio manager.  Prior to this, Graham was Director of Investment Research at Barnard Jacobs Mellet, where he steered the company to global recognition as the leading research house in South Africa. Graham has over 20 years experience in investment research, banking, and stockbroking. He holds a B.Com and an MBA

Michael Laws

Managing Director

Michael began his investment career at Melville Douglas in 1998. Michael is a portfolio manager and the co-Fund Manager of the Melville Douglas High Alpha Fund, our flagship local equity fund. He holds a B.Com degree, is a CFA® Charterholder, and is a Certified Financial Planner™ professional.

Jerome O’Regan

Executive Director and Chief Investment Officer

Since joining Melville Douglas in 2004, Jerome has been instrumental in establishing the company’s investment philosophy and process. He is the lead manager on our key long-term capital growth funds – the Melville Douglas Dynamic Strategy Fund (ZAR), and the Melville Douglas Balanced Fund (USD). He holds an MBA and is a CFA® Charterholder.

Mervin Naidoo

Head: Global Equity

Mervin joined Melville Douglas in 2013.  He is a portfolio manager and assumes overall responsibility for Melville Douglas’s equity research process, as well as being an analyst for global financial services companies. Prior to joining Melville Douglas, he held senior equity research roles at Credit Suisse, J.P. Morgan, and Andisa Securities. Mervin is a qualified CA (SA) and holds a B.Com (Hons) degree.

Bernard Drotschie

Executive Director and Deputy Chief Investment Officer

Bernard joined Melville Douglas in 2002 as a portfolio manager and analyst.  He is currently the Deputy Chief Investment Officer and is head of domestic fixed income strategy. He also co-manages the Melville Douglas Balanced Fund (USD) and the Melville Douglas Bond Fund. He holds a  B.Com (Hons) degree in Econometrics, is a CFA® Charterholder, and is a Certified Financial Planner™ professional.

Rob Stewart

Head: Portfolio Management

Rob joined Melville Douglas in 2005 as a portfolio manager and analyst covering commodities and the mining and resources companies. Rob holds a B.Sc (Hons) degree, a post-graduate diploma in Management, is a CFA® Charterholder, and is a Certified Financial Planner™ professional.

Trevor Lukhele

Portfolio Manager and Regional Head: Johannesburg

Trevor joined Melville Douglas in 2014 as a Portfolio Manager and analyst. Prior to this, Trevor was a portfolio manager at Ashburton Investments, and a Client Fund Manager at STANLIB Asset Management. He has a B.Com degree in Economics and Finance, and is in the final stages of completing an MBA.

Susan Gawith

Portfolio Manager

Before joining Melville Douglas in 2006, Susan was a rated sell-side analyst covering consumer stocks, and is Melville Douglas’s lead analyst on the retail, hotel and leisure sectors. Susan is also the co-manager of our key long-term capital growth fund – the Melville Douglas Dynamic Strategy Fund (ZAR). Susan holds a B.Sc degree and an MBA.

Simon Bothner

Portfolio Manager / Regional Head: Cape Town

Simon joined Melville Douglas in 2002 as a dealer and research analyst. After a five-year stint, he left to join Deutsche Bank, and thereafter worked for Coronation Fund Managers. In 2013, he re-joined Melville Douglas as a Portfolio Manager for the Western Cape region. Simon has a BBusSci (Hons) degree and is a CFA® Charterholder.

Stuart Simpson

Portfolio Manager

Stuart joined Melville Douglas in 2010 after qualifying as a CA (SA). He started as an equity analyst and is currently also a Portfolio Manager. Stuart holds a Business Science Honours degree in Finance and a Post Graduate Diploma in Accounting. He is also a Chartered Financial Analyst.

Prandhana Naidu

Analyst

Prandhana joined Melville Douglas in 2014. Prior to joining the company, she was a portfolio manager at Sasfin Securities. In her current role, Prandhana covers the global consumer staples sector. Prandhana holds a BBusSci (Hons) degree in Finance, and is a CFA® Charterholder.

Amah Ampong

Associate Analyst

Amah joined Melville Douglas in 2015, on the Associate Programme. She holds a B.Com (Hons) degree in Financial Economics and Investment Management. Amah is currently  a CFA® candidate.

Greg Wood

Fund Manager

Greg started his career at Melville Douglas in 2004.He is co-manager of the Melville Douglas High Alpha Fund, a position he has held since the inception of the fund, and is also the lead analyst for the Healthcare sector. Greg holds a BBusSci degree and is a CFA® Charterholder.

Paul Swanson

Portfolio Manager

Paul joined Melville Douglas in 2015 as a portfolio manager and analyst. Prior to this, Paul spent 16 years at STANLIB Asset Management, initially as an equity analyst, and then as a fund manager since 2007. He holds an M.Com and is a CFA® Charterholder.

Etienne Vlok

Fund Manager

Etienne joined Melville Douglas in 2010. He is the co-manager of the Melville Douglas Global Equity Fund, and is also responsible for covering the domestic and global IT and Media sectors. Etienne holds a B.Com Acc (Hons), CA (SA), and is a CFA® Charterholder

Craig Smith

Fund Manager

Craig joined Melville Douglas in 2015 as a research analyst. His primary responsibilities include company research within the global healthcare sector as well as the management of local fixed income assets. Craig has a BCom (Hons) degree in Strategic Management and is a Chartered Financial Analyst.

Derinia Mathura

Portfolio Manager

Derinia joined Melville Douglas in 2013 as an equity analyst covering the global consumer discretionary sector. Prior to joining, she worked for RMB Morgan Stanley as a sell-side equity research analyst . Derinia has a BBusSci (Hons) degree in Finance and is also a CFA® Charterholder.

Tracy Goncalves

Portfolio Manager

Tracy joined Melville Douglas in 2004 and has been a Portfolio Manager since 2013. She holds an IMM marketing diploma, is a Certified Financial Planner™ professional, and is currently a CFA® candidate.

 

Matthew Urquhart

Research Analyst

Matthew joined Melville Douglas in 2015 on the Associate programme. After successfully completing the programme, he permanently joined the business as a junior portfolio manager and analyst covering the Commodities and Mining and Resources sectors. Matthew holds a B.Com Investment Management degree, and is currently a CFA® candidate.

Brendan Murphy

Research Analyst

Brendan joined Melville Douglas in 2017 after qualifying as a CA(SA) at Standard Bank, where he gained exposure to the bank’s investment banking and securities operations, before spending the final year of his articles at Melville Douglas. Brendan holds a BBusSci degree in Finance, a Post-Graduate Diploma in Accounting, and is currently a CFA® candidate.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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