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 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 and 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.

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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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.

ZAID PARUK

PORTFOLIO MANAGER & ANALYST

Bachelor of Commerce (UCT), Chartered Accountant (SA)

Zaid is a Portfolio Manager and Analyst at Aeon Investment Management. He joined the firm in August 2018.

Zaid’s portfolio management and analyst responsibilities span across the fundamental active equity and the multi-asset class portfolios.

Zaid is passionate about sustainable wealth creation and demonstrated this passion when he started his own portfolio whilst still at university over ten years ago. He then subsequently founded a company which invested on behalf of family and friends which allowed him to build the necessary capabilities to succeed in the industry.

Zaid is a qualified Chartered Accountant (South Africa). He holds a Bachelor of Commerce Degree in Accounting from the University of Cape Town and has over 9 years industry experience which includes time at Balondolozi Investment Services as the Head of Equity and Portfolio Manager.

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Aeon-Investment-Management-Sumayah-Anthony
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.

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 six years’ experience within the asset management industry.

Courtney is a Level 2 candidate for the Certificate in Investment Performance (CIPM) Program offered by the CFA Institute.

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Aeon-Investment-Management-Tinyiko-Mabunda
TINYIKO MABUNDA

RESEARCH ANALYST

BSc Human Physiology (UP) , Advanced Diploma Accounting (UCT), Hons. in Financial Analysis and Portfolio Management (UCT)

Tinyiko is a Research Analyst at Aeon Investment Management. She joined the firm in April 2018.

She focuses on fundamental equity analysis and ESG integration. Her passion lies in responsible investing and the promotion of transparency and accountability within the financial industry. Her work includes extensive contribution to public policy influence.

Tinyiko has a Bachelor of Science degree in Human Physiology from the University of Pretoria and an Advanced Diploma in Accounting from the University of Cape Town. Furthermore, she has completed her Honours in Financial Analysis and Portfolio Management (FAPM) at the University of Cape Town. She has three years’ experience.

Tinyiko is a Level 1 candidate for the Chartered Financial Analyst (CFA) programme.

SHAUN VAN DEN BERG

RESEARCH ANALYST

B.Com Actuarial Sciences (Stellenbosch University)

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 two years’ experience.

Shaun is a Level 2 candidate for the Chartered Financial Analyst (CFA) programme.

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MBUSO THABETHE

INVESTMENT ASSOCIATE

Financial Risk Manager – Certified by the Global Association of Risk Professionals, BCom Economics and Finance (UCT), Hons. in Financial Analysis and Portfolio Management (UCT)

Mbuso is an Investment Associate at Aeon Investment Management. He joined the firm in February 2021.

His primary duties are to focus on investment research, portfolio implementation and analysis.

Mbuso has broad investment experience spanning performance analysis, portfolio implementation as well as dealing.

Mbuso is a Certified FRM. He holds a Bachelor of Commerce degree in Economics and Finance and an Honours degree in Financial Analysis and Portfolio Management (FAPM) from the University of Cape Town. He has five years’ experience which includes time at Afena Capital and Coronation in the Performance & Implementation and dealing space.

Mbuso is a Level 1 candidate for the Chartered Financial Analyst (CFA) programme.

REGAUGETSWE KGOADI

CLIENT ASSOCIATE

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

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

In her role as Client Associate, 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.

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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)
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TSHEGO MODISE

EXECUTIVE DIRECTOR

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.

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ASIEF MOHAMED

EXECUTIVE DIRECTOR

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