About Us 2018-07-26T13:30:44+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.

TSHEGO MODISE

BUSINESS DEVELOPMENT 

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

SUMAYAH ANTHONY

FINANCIAL MANAGER & 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.

SUMAYAH ANTHONY

RESEARCH ANALYST

B.Com Hons Finance & Investments (UWC)

Sumayah is the financial manager overseeing business administration. She also 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

HEAD OF PERFORMANCE & RESEARCH ANALYST

B.Com Hons Finance & Investments (UWC)

Courtney is the Head of Performance at Aeon Investment Management overseeing performance analytics alongside her duties in 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.

TINYIKO MABUNDA

RESEARCH ANALYST

BSc Human Physiology (UP) and Advanced Diploma Accounting (UCT)

Tinyiko is a research analyst at Aeon Investment Management. She focuses on fundamental equity analysis and ESG analysis.

Tinyiko joined Aeon Investment Management in April 2018. She has a Bachelor of Science in Human Physiology from the University of Pretoria and an Advanced Diploma in Accounting from the University of Cape Town. She is in the process of completing her Honours in Financial Analysis and Portfolio Management (FAPM) at the University of Cape Town.

In addition, Tinyiko is a registered candidate for the Charted Financial Analyst Level One examination in December 2018.

Tinyiko-Mabunda
Tinyiko-Mabunda
TINYIKO MABUNDA

RESEARCH ANALYST

BSc Human Physiology (UP) and Advanced Diploma Accounting (UCT)

Tinyiko is a research analyst at Aeon Investment Management. She focuses on fundamental equity analysis and ESG analysis.

Tinyiko joined Aeon Investment Management in April 2018. She has a Bachelor of Science in Human Physiology from the University of Pretoria and an Advanced Diploma in Accounting from the University of Cape Town. She is in the process of completing her Honours in Financial Analysis and Portfolio Management (FAPM) at the University of Cape Town.

In addition, Tinyiko is a registered candidate for the Charted Financial Analyst Level One examination in December 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
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)