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

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TSHEGO DICHABE (NÉE MODISE)

CHIEF EXECUTIVE OFFICER 

Bachelor of Accounting (UFS), Postgraduate Diploma in Investment Planning (UFS)

Tshego is the Chief Executive Officer at Aeon Investment Management. She also serves on the board of Aeon Investment Management as an Executive Director.

She joined the firm in the role of Business Development Officer in May 2017.

In her capacity as CEO, Tshego’s role is focused on business strategy and management.  Tshego also heads up the Business Development function, where her focus is on institutional and retail business development including brand management.

Tshego is a driven and visionary professional who is an accomplished Model United Nations Debater. She is also the former Vice-President of Students In Free Enterprise (SIFE) at the University of the Free State, now known as Enactus. She won the Free State Enterprise Job Creation Challenge for Best New Enterprise for a company she co-founded while studying. She is passionate about entrepreneurship, building great organisations and leadership.

Tshego holds a Bachelor of Accounting degree from the University of the Free State. She also holds a Postgraduate Diploma in Investment Planning and a Postgraduate Diploma in Financial Planning from the same institution. She has seven years ‘experience, which includes time at PPS Investments and Sanlam Personal Finance.

Tshego is currently a selected member of the 5th class of the Africa Leadership Initiative – Young Leaders fellowship, which she will participate in for 2023/2024..

ASIEF MOHAMED

CHIEF INVESTMENT OFFICER

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

Asief is the Chief Investment Officer and founder of Aeon Investment Management. Asief serves on the board of Aeon Investment Management as Executive Director.

In his capacity as Chief Investment Officer, Asief is responsible for the overall investment process and investment outcomes across all strategies, namely, fundamental active equity, quantitative equity and multi-asset class strategies.

As founder and pioneer behind Aeon Investment Management, Asief is driven by excellence and performance. Prior to Aeon Investment Management, he was previously the Chief Investment Officer for Metropolitan Asset Managers.

He is an Independent Trustee of the African Infrastructure Investment Fund. Asief is also a council member of the Financial Sector Transformation Council on behalf of ABSIP.

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

Asief is a qualified Chartered Accountant (South Africa) as well as a Chartered Financial Analyst (CFA) charter holder. He holds a Bachelor of Commerce Degree in Accounting from the University of Cape Town and has over 32 years industry experience.

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Aeon-Investment-Management-Jay-Vomacka
JAY VOMACKA

PORTFOLIO MANAGER

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

Jay is the Senior Portfolio Manager at Aeon Investment Management. He joined the firm in January 2013.

His portfolio management responsibilities span across the fundamental active equity, quantitative equity and the multi-asset class portfolios.

Prior to joining Aeon Investment Management, Jay was running a Johannesburg based Hedge Fund, Duality Systems (Pty) Ltd, which amassed an impressive performance record and was subsequently sold for expansionary reasons. Jay started his career at Centaur Asset Management where he worked as a quantitative and research analyst.

Jay is a Chartered Financial Analyst (CFA) charter holder and holds a Bachelor of Science degree and a Master of Science degree in Engineering from the University of Witwatersrand. Jay is also a Certified Financial Technician (CFTe, IFTA) and has 15 years industry experience.

SUMAYAH ANTHONY

FINANCIAL MANAGER 

B.Com Hons Finance & Investments (UWC)

Sumayah is the Financial Manager at Aeon Investment Management. She joined the firm in October 2014 as a graduate. Sumayah started out as a Research Analyst but later found her passion in finance.

She is responsible for the finance function and also oversees the internal compliance function. Sumayah enjoys spending time with family and friends. She believes that success is not about working hard but rather about working smart and having a balanced lifestyle.

Sumayah has a Bachelor of Commerce degree and a Bachelor of Commerce Honours degree in Finance and Investment, both from the University of the Western Cape. She graduated top of her class and was on the Dean’s List for three consecutive years during her studies. She has seven years’ experience.

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Aeon-Investment-Management-Courtney-Clarke
COURTNEY CLARKE

HEAD OF PERFORMANCE 

BCom Hons Finance (UWC)

Courtney is the Head of Performance at Aeon Investment Management. She joined the firm in January 2015 as a graduate. She started as a research analyst focusing on fundamental equity analysis and ESG integration until she found her niche in performance measurement and analytics for all our portfolios.

As the Head of Performance, Courtney is responsible for performance measurement and analytics across the firm. In addition, she assists the investment operations team with the investment fee processes and client requests.

Courtney has a Bachelor of Commerce (BCom) in Finance degree and graduated in March 2015 in the top 10% of her class from the University of the Western Cape (UWC). Furthermore, she completed her BCom Honours in Finance degree at UWC while working at Aeon Investment Management. She has over eight years’ experience within the asset management industry.

Courtney is a Level II candidate for the Certificate in Investment Performance (CIPM) Program offered by the CFA Institute.

SHAUN VAN DEN BERG

RESEARCH ANALYST

B.Com Actuarial Sciences (Stellenbosch University), Chartered Financial Analyst (CFA Institute, USA)

Shaun is a Research Analyst at Aeon Investment Management. He joined the firm in March 2019.

He focuses on fundamental and quantitative equity analysis for the Aeon Smart Multi-Factor Equity strategy.

Shaun is passionate about the Multi-Factor investment space and believes that this is where the future of investment lies. He lives his life by the motto “The path to a brighter future starts with helping others.”

He has a Bachelor of Commerce in Actuarial Sciences from Stellenbosch University and has over four years’ of industry experience.

Shaun wrote his CFA Level III in 2023 and passed; he is now a Chartered Financial Analyst (CFA) charterholder.

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Aeon-Investment-Management-Regaugetswe-Kgoadi
REGAUGETSWE KGOADI

CLIENT RELATIONSHIP MANAGER

BCom Financial Management (UP), BCom (Hons) Business Management (UNISA)

Regaugetswe is a Client Relationship Manager at Aeon Investment Management. She joined the firm in February 2021.

In her role as Client Relationship Manager, Regaugetswe’s primary focus is on institutional and retail client management. She also assists in other operational areas of the business.

Regaugetswe has broad investment experience which spans across client service, investment operations and finance areas. She has a keen interest in company culture and the impact it has on both the business and its employees.

She has a Bachelor of Commerce degree in Financial Management from the University of Pretoria and a Honours degree in Business Management from the University of South Africa. She has eight years’ experience which includes time at Afena Capital as an Operations and Finance Analyst.

SHAAKIR SALIE

RESEARCH ANALYST

BBusSci Finance (UCT)

Shaakir is a Research Analyst at Aeon Investment Management. He joined the firm in March 2022 as a part of the Aeon Investment Management Graduate Trainee Program.

His primary focus is fundamental equity analysis.

Shaakir holds a Bachelor of Business Science Degree in Finance from the University of Cape Town, which he completed at the end of 2021.

In 2023, he wrote the CFA Level III examination and successfully passed it. Now Shaakir is currently focused on completing the industry experience required to obtain the Chartered Financial Analyst (CFA) charter.

KYLE GRACEY

RESEARCH ANALYST

BBusSci Finance (UCT)

Kyle is a Research Analyst at Aeon Investment Management. He joined the firm in July 2022 as a part of the Aeon Investment Management Graduate Trainee Program.

His primary focus is fundamental equity analysis.

Kyle holds a Bachelor of Business Science Degree in Finance from the University of Cape Town which he completed at the end of 2021.

He is a Level III candidate for the Chartered Financial Analyst (CFA) programme.

MOSELE MILE

ESG ANALYST

BSc Hons Environmental and Water Science (UWC)

Mosele is an ESG Analyst at Aeon Investment Management. She joined the firm in October 2022 as a part of the Aeon Investment Management Graduate Trainee Program.

Her primary duties include ESG analysis and reporting.

Mosele holds a Bachelor of Science degree in Hydrology & Water Resources Management from the Free State Central University of Technology and a Bachelor of Science Honours degree in Environmental & Water Science from the University of the Western Cape, which she completed at the end of 2021.

She is currently enrolled for the Certification in ESG Investing offered by the Chartered Financial Analyst (CFA) Institute, which we fully support as part of her professional development.

ZANDILE MACATYWE

PERFORMANCE & COMPLIANCE ANALYST

B.Com Hons Risk Management (North-West University)

Zandile is a Performance & Compliance Analyst at Aeon Investment Management. She joined the firm in October 2022.

Her primary duties include performance measurement and reporting. Zandile also assists with portfolio compliance.

Zandile holds a Bachelor of Commerce degree in Economics and Risk Management and an Honours Bachelor of Commerce degree in Risk Management from North-West University.  She has five years of financial industry experience, which includes time at Personal Trust, Riscura and Rand Merchant Bank in the performance measurement and compliance areas.

Zandile is a Level I candidate for the Certificate in Investment Performance (CIPM) Program offered by the CFA Institute.

JESSICA COTTERRELL

RESEARCH ANALYST

BBusSci Finance (UCT)

Jessica is a Research Analyst at Aeon Investment Management. She joined the firm in February 2023 as a part of the Aeon Investment Management Graduate Trainee Program.

Her primary responsibility within the investment team is fundamental equity analysis.

Jessica is a graduate from the University of Cape Town and holds a Bachelor of Business Science Degree in Finance with Accounting which she completed at the end of 2022.

She is a Level I candidate for the Chartered Financial Analyst (CFA) programme. We are committed to seeing Jessica become a CFA charterholder as a member of our investment team.

Jessica Cotterrell
Temlandvo Mathebula
TEMLANDVO MATHEBULA

ESG & RESEARCH ANALYST

BCom Investment Management (UP)

Temlandvo is an ESG & Research Analyst at Aeon Investment Management. She joined the firm in March 2023 as a part of the Aeon Investment Management Graduate Trainee Program.

She focuses on fundamental equity analysis and ESG reporting. Her work includes extensive public policy influence & research as part of the investment team.

Temlandvo is a graduate of the University of Pretoria and holds a Bachelor of Commerce Degree in Investment Management, which she completed at the end of 2020. Prior to joining our company, she worked as an intern at Alex Forbes in the client administration function for a year.

In 2023, she successfully completed the Certification in ESG Investing offered by Chartered Financial Analyst (CFA) Institute.

Temlandvo is a CFA Level I candidate for the Chartered Financial Analyst (CFA) programme.

RUSHIL JEENA

RESEARCH & IMPLEMENTATION ANALYST

BBusSci Finance (UKZN), Chartered Financial Analyst (CFA Institute), Chartered Alternative Investment Analyst (CAIA)

Rushil is a Research & Implementation Analyst at Aeon Investment Management. He joined the firm in April 2023.

His primary responsibility is the dealing & implementation function, specialised research analysis for the multi-asset class portfolios and auxiliary support for the portfolio management team.

Rushil has over nine years work experience which comprises extensive auditing, quantitative, finance and financial markets experience. Prior to joining Aeon Investment Management, he worked at the following employers Sygnia Asset Management, First National Bank (FNB),Afrifocus Securities and  South African Revenue Services (SARS).

Rushil has obtained the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charters. He holds a Bachelor of Business Science Degree in Finance from the University of KwaZulu Natal.

Rushil-Jeena

Board of Directors

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CAMI MBULAWA

CHAIRPERSON, 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)
THULANI MADINGINYE

INDEPENDENT NON-EXECUTIVE DIRECTOR

Thulani is the Chief Executive at Berekah Value Investments, an SMME investment holding firm that is invested in the fuel retail, property and fast-food sectors. Thulani’s areas of expertise include Private Equity, Fuel Retail, Corporate Finance, Economic Appraisal, Infrastructure Finance Management, Project Management and Policy Development. Thulani holds a Bachelor of Business Science degree in Economics and a Master’s degree in Applied Economics, both from the University of Cape Town.

Other board representations:

  • Khulisa Social Solutions ( Board member)
Réjane Woodroffe
RÉJANE WOODROFFE

NON- EXECUTIVE DIRECTOR

Industry Experience:

Réjane is a former investment professional and Chartered Financial Analyst (CFA charterholder) with an illustrious career having held the positions of Chief Economist and Head of International Portfolio Investments at Metropolitan Asset Managers and Research Analyst at a US investment bank, Merrill Lynch, in the economics and fixed-income sales and trading departments.

Réjane left the investment industry in 2009 to focus on a not-for-profit organisation, the Bulungula Incubator (BI), which she co-founded in 2007 and currently serves as Director.

The BI runs an integrated rural development programme in a remote part of the former Transkei of the Eastern Cape and manages numerous projects Pre-conception to Career, spanning education, health and nutrition, sustainable livelihoods (job creation) and Vibrant Villages (youth development) programmes. This work is leveraged and scaled through the active development of partnerships and networks with other non-profits, government and corporates. The Bulungula Incubator has had several notable successes impacting national policy and effecting the extension of services to other rural communities.

Réjane has previously served as a board member of the Public Investment Corporation (PIC).

Accolades:

  • John P. McNulty prize for her work at the Bulungula Incubator
  • British Council StudyUK Award for Global Social Impact
  • Fellow of the Aspen Global Leadership Network
  • Fellow of the 7th Class of the Africa Leadership Initiative (ALI) in South Africa
  • ABSIP Economist of the Year Award

Other board representations

  • Board Member at DataDrive2023 since July 2022
  • Board Member at Equality Collective since December 2019
  • Director of Friends of Bulungula Inc.
  • Previously served as a volunteer counsellor and a member of the board of directors of the Rape Crisis Cape Town Trust and as the National Treasurer for the Trust for Community Outreach and Education (TCOE).
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TSHEGO DICHABE (NÉE MODISE)

CHIEF EXECUTIVE OFFICER

Tshego Modise has seven years’ experience. A young, driven visionary who joined Aeon Investment Management in the role of Business Development Officer in 2017 and is now the Chief Executive Officer of Aeon Investment Management. Tshego is passionate about entrepreneurship, building great organisations and leadership.

Asief-Mohamed-Aeon-Board-of-Directors
ASIEF MOHAMED

CHIEF INVESTMENT OFFICER

Industry Experience:

Asief Mohamed has over 31 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:

  • Raging Bull certificate award  winner 2017 for Top Performance in two categories for the Aeon Balanced Prescient Fund
  • ABSIP Special Recongnition Gamechanger award 2018 for his contribution to industry
  • 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