Week in Review: US Retail Sales Soar
In a shortened trading week, global indices were mixed amid a week filled with…
StrategiQ Capital (Pty) Ltd (“StrategiQ”) is an owner-managed and independent investment firm. Our goal is to forge long-term relationships built on delivery and trust.
Our business is to actively manage our clients’ wealth, helping them to achieve their unique investment goals.
We are driven to build a world-class investment firm that helps our clients secure a better financial future.
StrategiQ is an approved discretionary investment manager (i.e. a Category II Financial Services Provider, FSP Licence No 46624) focused on providing investors with superior investment performance and quality service.
We believe that expert financial advice plays an important role in assisting our clients’ to achieve their long-term financial goals. We therefore consider it crucial to partner with skillful financial advisers.
All our services are underpinned by a disciplined and rigorous investment process. Find out more about each of our investment services below:
The investment team is comprised of passionate investment professionals with diverse qualifications, extensive experience and sound knowledge of the investment industry. We combine entrepreneurial spirit and intuition within the disciplined framework of our investment process in the management of our clients' portfolios.
Our boutique environment and team culture encourages growth and innovation within the maxims of honesty, integrity and respect.
Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions.
Luis was one of the founders of Mergence Investment Managers – a company which he helped expand to assets under management in excess of R6 billion in institutional funds at the time of his departure. During his career he has also managed numerous mandates for retirement funds. Following his departure from Mergence, Luis joined Efficient Select, the asset management arm of the listed Efficient Group. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets. In June 2015 he departed to setup StrategiQ Capital.
Rob obtained his B Com Honours degree from the University of Stellenbosch and is a CFA Charter Holder. He started his financial services career in 2008 at ValuGro Capital which was rated as the top small asset management company during the same year. Valugro Capital was subsequently purchased by the listed Efficient Group and the asset management arm was renamed Efficient Select in 2011.
During his time at ValuGro Capital and Efficient Select, Rob Enslin was the portfolio manager of the Efficient Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012 as the top performing fund (risk adjusted) in its category over a rolling 5 year period. In 2015, Rob was appointed as Head of Private Clients, specialising in investments for high net worth clients, where he was able to successively implement a business strategy for the division and grow assets under management. In 2016, he departed to join StrategiQ Capital.
Jason Frank graduated with a Bachelor’s of Commerce in Finance from the University of Cape Town (UCT). Further, he has completed an honors in finance at the University of Cape Town, investigating the internal liquidity risk effects on bond yield spreads. He is currently enrolled in the CFA programme. Jason is the newest member to the iQ team, joining as an equity analyst as of June 2016. He is predominantly responsible for the coverage of domestic and offshore equity instruments.
Re-Jahn is currently completing her B.Com degree in Business Management from the University of South Africa. She started her career in 2013 at Efficient Select as receptionist and in 2015 joined the Efficient Select Private Clients team as private clients administrator. In 2016, she departed to join StrategiQ Capital.
Sheree matriculated from Milnerton High School in 2009. Sheree joined the team in January 2017 as a receptionist. Sheree is excited to be joining the financial field and will strive to grow within the field. Customer service is her strength and she cannot wait to interact with all our clients and assist her colleagues.