Shalin P. Bhagwan

Cadiz Asset Management (Pty) Ltd. (Cadiz) is an investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1996 as Cadiz African Harvest Asset Management (Pty) Ltd. They are owned by Warwick Private Clients (Pty) Ltd. Cadiz manages assets for both individual and institutional clients.

Sasfin Asset Managers Pty Ltd. is an asset management firm headquartered in Johannesburg, South Africa. The firm was founded in 2002 and is a subsidiary of Sasfin Wealth (Pty) Ltd., which is owned by Sasfin Holdings Ltd. (JSE: SFN). Sasfin Asset Managers provides investment advice and financial products to private clients, intermediaries and advisors, and corporate and institutional investors.

Afrifocus Securities (Pty) Ltd. provides brokerage services. The private company is based in Sandton, South Africa. The South African company was founded in 2000 by Ashvin Govan Mancha. Ashvin Govan Mancha has been the CEO since 2000.

Old Mutual Customised Solutions (Pty) Ltd. (Customised Solutions) is the asset management subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately owned by Old Mutual Ltd. (JSE: OMU) in South Africa. The firm was founded in 2001 as Old Mutual Global Index Trackers (Pty) Ltd. and changed their name to Old Mutual Customised Solutions (Pty) Ltd. in May of 2015. Headquartered in Pinelands, Customised Solutions provides investment advisory services to corporations, corporate pension and profit-sharing plans, insurance companies, collective trusts, various global unit trust funds such as UCITS, investment companies, municipal government entities, and charitable organizations.

Part of FirstRand Ltd., FNB Stockbroking & Portfolio Management (Pty) Ltd. is a South African company that provides brokerage services. The company is based in Sandton, South Africa.

Equilibrium Investment Management Pty Ltd. (Equilibrium) is the discretionary fund management subsidiary of Momentum Metropolitan Holdings Ltd. (JSE: MTM) in South Africa. The firm was formerly known as Momentum Investment Consulting Pty Ltd. and rebranded as Equilibrium in 2022. Headquartered in Centurion, Equilibrium provides advisers and their end-clients with tailored outcomes-based investment solutions.