Dave Mohr

Old Mutual MM is an active, long-term manager which utilizes risk diversification across asset classes and asset managers, and uses a valuation-driven approach that informs all their asset manager and asset selection decisions. The firm offers a range of funds which target inflation plus returns and others which target absolute returns and capital protection.

Citadel Investment Services aims to optimize long-term returns and preserve and grow client’s wealth while reducing risk. The firm manages portfolio that consists of a range of asset classes – both local and global – include listed equities in developed and emerging markets, cash, government bonds and property, as well as high-yield and emerging market bonds (including corporate bonds) and alternative strategies (such as hedge funds and physical assets). Citadel Investment Services employs both active and passive management, and they base their investment decisions on identifying such under- and over-valuation of asset classes. The firm buys when assets are undervalued and sell when they are becoming overvalued.