The Sesfikile Capital investment team includes 3 portfolio managers and two analysts (including our head of research).
these roles are executed via:
- management meetings with investee companies and these are attended by at least two members of the investment team (and at least one portfolio manager)
- company models and estimate of sustainable earnings growth by the responsible analyst
- company valuation by the investment committee
- continuous stock discussion and selection with ultimate BUY/SELL/HOLD decision by the portfolio managers
- proxy voting which is by majority vote of portfolio managers with the head of research being responsible for flagging any RI matters