About Us 2017-10-25T00:17:08+00:00

Who We Are

Aeon Investment Management is a boutique investment management company operating from Cape Town, South Africa. The experienced investment team have the capability to manage a range of equity and absolute return portfolios.

As a company, we are dedicated to a level of service and excellence in investment management that cultivates trusted client relationships and enables us to assist investors with all aspects of their investment needs. We aim to exceed client expectations based on applying our ideals to:

  1. Understand client objectives
  2. Set realistic performance targets and strive to exceed them
  3. Find new opportunities in a dynamic market
  4. Create long term wealth by generating consistent alpha

Our Investment Philosophy

At Aeon Investment Management, our investment philosophy is based on the conviction that significant inefficiencies can occur in the market, at different times across a range of asset classes and strategies. A structured investment process which is able to monitor and value a wide range of opportunities is best able to capitalise on these inefficiencies.

We focus on the rigorous process of asset valuation and return modelling, using both fundamental and quantitative analysis. Since it is not possible to perfectly predict future market movements, our process guides us in constructing portfolios that can deliver outperformance of the benchmark in a range of scenarios, over a market cycle.

The investment process is structured to analyse and monitor the risk return characteristics of a wide range of asset classes and investment strategies. Diversifying the sources of alpha gives us the ability to construct portfolios with superior risk return characteristics relative to their benchmarks, providing a consistent level of outperformance with below average risk.

Meet Our Team

ASIEF MOHAMED

CHIEF INVESTMENT OFFICER

Bachelor of Commerce (UCT), Chartered Accountant (SA), Chartered Financial Analyst (CFA Institute, USA)

Asief is an award winning highly capable investment professional, who founded Aeon Investment Management in December 2005 after his tenure as Chief Investment Officer at Metropolitan Asset Managers.

At Aeon Investment Management, he is the Chief Investment Officer and actively oversees the fundamental active equity, quantitative equity and multi-asset class portfolios.

Asief is an Independent Trustee of the African Infrastructure Investment Fund and the Empowerment Infrastructure Investment Fund. Asief is also a director and council member of the Financial Sector Charter Council on behalf of ABSIP.

He serves as an independent non-executive director for the ASISA Academy.

JAY VOMACKA

PORTFOLIO MANAGER

Chartered Financial Analyst (CFA Institute, USA), MSc(Eng)(Industrial)(WITS),
BSc(Eng)(Electrical)(WITS), Certified Financial Technician (CFTe, IFTA)

Jay has over 10 years of investment experience. He is the portfolio manager at Aeon Investment Management which he joined in January 2013. He focuses on the fundamental active equity, quantitative equity and the multi-asset class funds. As a CFA charter holder with a diverse skill set, Jay is responsible for both the fundamental and quantitative investment analysis of all these funds. An electrical engineer by qualification, Jay found his real passion in finance and investment management which prompted further studies at the University of Witwatersrand to obtain a Masters in Industrial Engineering focusing on the financial aspects and management of organisations.

Jay’s entry into finance was a position at Centaur Asset Management developing and trading strategies as a quantitative and research analyst. He then managed to start his own Johannesburg based hedge fund, Duality Systems (Pty) Ltd, managing an impressive performance record.

Due to its success and for expansionary reasons, the company was sold. After relocation to Cape Town, he joined Aeon Investment Management in Cape Town.

JAY VOMACKA

PORTFOLIO MANAGER

Chartered Financial Analyst (CFA Institute, USA), MSc(Eng)(Industrial)(WITS),
BSc(Eng)(Electrical)(WITS), Certified Financial Technician (CFTe, IFTA)

Jay has over 10 years of investment experience. He is the portfolio manager at Aeon Investment Management which he joined in January 2013. He focuses on the fundamental active equity, quantitative equity and the multi-asset class funds. As a CFA charter holder with a diverse skill set, Jay is responsible for both the fundamental and quantitative investment analysis of all these funds. An electrical engineer by qualification, Jay found his real passion in finance and investment management which prompted further studies at the University of Witwatersrand to obtain a Masters in Industrial Engineering focusing on the financial aspects and management of organisations.

Jay’s entry into finance was a position at Centaur Asset Management developing and trading strategies as a quantitative and research analyst. He then managed to start his own Johannesburg based hedge fund, Duality Systems (Pty) Ltd, managing an impressive performance record.

Due to its success and for expansionary reasons, the company was sold. After relocation to Cape Town, he joined Aeon Investment Management in Cape Town.

UWAIS ASMAL

CHIEF OPERATING OFFICER

Chartered Accountant (SA), Bachelor of Accounting (Stellenbosch), HonsBCompt CTA (UNISA)

Uwais is the Chief Operating Officer at Aeon Investment Management, where he focuses on operations, business development and listed property analysis. Uwais joined Aeon Investment Management in May 2016. Uwais completed his training contract at KPMG Cape Town in the consumer and industrial markets audit department from March 2008 to February 2011 and qualified as a chartered accountant.

Other notable experiences include internal audit at KPMG and financial accounting at Leaf Capital. Before joining Aeon Investment Management, Uwais gained in-depth listed property experience whilst working for four years as the financial manager and assistant to the Financial Director of SA Corporate Real Estate Limited, which is a property company listed on the JSE (from June 2012 to May 2016).

Uwais was a member of the Association for the Advancement of Black Accountants of Southern Africa (ABASA) Western Cape Board in charge of communications from December 2010 to May 2011 after spending two years as head of communications of the ABASA Western Cape subcommittee for school visits (from December 2008 to November 2010), in charge of communications and organising school visits to underprivileged schools to promote the accounting profession.

TSHEGO MODISE

NEW BUSINESS DEVELOPMENT OFFICER

Bachelor of Accounting (UFS)

Tshego is the business development officer for Aeon Investment Management where she joined in May 2017. Her focus is on institutional business development and brand management.

As a driven and visionary young professional, she had the opportunity while pursuing an accounting qualification to have certain professional development experiences. She was an Accomplished Model United Nations Debater and Public Speaker and Vice- President of Student In Free Enterprise University of Free State and Co-Founder and Finance Director of Genesis Africa Investment company.

Genesis Africa won awards including Best New Enterprise in the Free State Enterprize Job Creation Challenge (as one of the co-founders of Genesis Africa Investment (Pty) Ltd, we received the award funded by the International Labour Organisation and partners such as Microsoft, Blue Pencil, and University of Free State Business School in May 2013) and the MTN Seed Capital Business Incubator 2014 (Selected Winner of Seed Capital Competition). As a prize, she was mentored by the University of the Free State Economic and Management Sciences.

Along with her background in financial planning with Sanlam Personal Finance, she is keen on business development and leadership strategy. She has completed her advanced Postgraduate Diploma in Investment Planning at the University of the Free State and will be graduating in 2018.

TSHEGO MODISE

NEW BUSINESS DEVELOPMENT OFFICER

Bachelor of Accounting (UFS)

Tshego is the business development officer for Aeon Investment Management where she joined in May 2017. Her focus is on institutional business development and brand management.

As a driven and visionary young professional, she had the opportunity while pursuing an accounting qualification to have certain professional development experiences. She was an Accomplished Model United Nations Debater and Public Speaker and Vice- President of Student In Free Enterprise University of Free State and Co-Founder and Finance Director of Genesis Africa Investment company.

Genesis Africa won awards including Best New Enterprise in the Free State Enterprize Job Creation Challenge (as one of the co-founders of Genesis Africa Investment (Pty) Ltd, we received the award funded by the International Labour Organisation and partners such as Microsoft, Blue Pencil, and University of Free State Business School in May 2013) and the MTN Seed Capital Business Incubator 2014 (Selected Winner of Seed Capital Competition). As a prize, she was mentored by the University of the Free State Economic and Management Sciences.

Along with her background in financial planning with Sanlam Personal Finance, she is keen on business development and leadership strategy. She has completed her advanced Postgraduate Diploma in Investment Planning at the University of the Free State and will be graduating in 2018.

SUMAYAH ANTHONY

RESEARCH ANALYST

B.Com Hons Finance & Investments (UWC)

Sumayah is an investment analyst at Aeon Investment Management, where she focuses on fundamental equity analysis and performance analytics.

She joined Aeon Investment Management in October 2014, and graduated in March 2015 at the top of her class from the University of Western Cape. She was on the Dean’s List for three consecutive years during her studies.

In addition, Sumayah completed her Bachelor of Commerce Honours in Finance and Investments while working at Aeon Investment Management.

COURTNEY CLARKE

RESEARCH ANALYST

B.Com Hons Finance & Investments (UWC)

Courtney is an investment analyst at Aeon Investment Management, where she focuses on fundamental equity analysis as well as ESG engagement.

Courtney joined Aeon Investment Management in January 2015. She has a Bachelor of Commerce degree in Finance and Investment and graduated in March 2015 in the top 10% of her class from the University of Western Cape.

She has also completed her Bachelor of Commerce Honours degree in Finance and Investments while working at Aeon Investment Management.

COURTNEY CLARKE

RESEARCH ANALYST

B.Com Hons Finance & Investments (UWC)

Courtney is an investment analyst at Aeon Investment Management, where she focuses on fundamental equity analysis as well as ESG engagement.

Courtney joined Aeon Investment Management in January 2015. She has a Bachelor of Commerce degree in Finance and Investment and graduated in March 2015 in the top 10% of her class from the University of Western Cape.

She has also completed her Bachelor of Commerce Honours degree in Finance and Investments while working at Aeon Investment Management.

SAKHE BADI

RESEARCH ANALYST

B.Com Honours Economics, Rhodes University

Sakh’usomeleze Badi is a Research Analyst for Aeon Investment Management which he joined in October 2017.

He focuses on fundamental equity analysis. Sakhe holds a Bachelor of Commerce Honours in Economics from Rhodes University. He was highly involved in Student governance structures during his time at University. He has served as a Transformation Officer in the South African Union of Students, which enabled him to engage with different cabinet ministers during his leadership tenure. After graduation he joined Riscura Analytics as a Risk and Performance analyst. Sakhe is pursuing his CFA Level I in June 2018.

Board of Directors

ASIEF MOHAMED

EXECUTIVE DIRECTOR

Industry Experience:

Asief Mohamed has over 29 years of asset management experience. He was the Chief Investment Officer for Metropolitan Asset managers. As the founding director and pioneer of Aeon Investment Management, he is driven by excellence and performance.

Accolades:

  • ABSIP portfolio Manager of the year in 2009
  • Raging Bull award for Metropolitan

Other board representations:

  • Financial Services Charter Council Member for ABSIP.
  • Independent Trustee of South African Infrastructure Fund, African Instructure
  • Investment Fund and Empowerment Infrastructure Investment Fund
CAMI MBULAWA

INDEPENDENT NON-EXECUTIVE DIRECTOR

Industry Experience:

Cami has ten years experience which includes her work for KPMG as an auditor, where she also completed her articles in 2011. She has exposure to equity analysis through her work with Riscura in Private Equity and financial controls through her work with Investec Asset Management.

Accolades:

National & Regional Chairperson for SAICA’s Young Chartered Accountant Network

Other board representations:

  • Cape of Good Hope SPCA (Chairperson)
  • RSA Litho Group (Non-executive)
  • Non executive director and chairman of Tyhini and Isivumo (enterprise development fund sponsored by Pyrotec, also a printing industry company)