INVESTEC ASSET Overview

Investec Asset Management North America Inc. is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 38 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 745MM in positions, representing 26% of the manager's regulatory AUM.

INVESTEC ASSET StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INVESTEC ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABEV 3.07% Cons. Staples -19.66% -0.49% 0 7%
EOG 2.49% Energy 8.69% -0.02% 0 18%
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FEATURED IN
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INVESTEC ASSET Founders and Key Employees

Name Title In Position Since
Hendrik J. Du Toit Director Of Iam Na / Chief Executive Officer Of Iaml February-2013
Richard D. Garland Director Of Iam Na / Managing Director Of Iam Na February-2013
John C. Green Director Of Iam Na / Global Head Of Client Group Of Iaml February-2013
Anne Gallagher Chief Compliance Officer Of Iam Na July-2014
Kim M. Mcfarland Chief Financial Officer And Chief Operations Officer Of Iaml July-2014
Adam J. Fletcher General Counsel Of Iaml July-2014
Dana A. Troetel Director Of Iam Na February-2013
Domenico Ferrini Director Of Iam Na / Co-Chief Investment Officer Of Iam Na September-2014
John T. Mcnab Director Of Iam Na / Co-Chief Investment Officer Of Iam Na September-2014
Douglas W. Doucette Director Of Iam Na September-2014
Andre D. Van Heerden Director Of Iam Na September-2014

INVESTEC ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

INVESTEC ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investments are directed by rigorous processes, specifically developed by each specialist investment team. In addition to research practices, each team has clearly accountable leaders who have authority to manage client portfolios within pre‐agreed risk parameters. Within this structure, the process used to allocate assets varies by Strategy and investment team.

With the assistance of the Head of Investment Risk, the Co‐Chief Investment Officers oversee each Strategy, conducting regular reviews to ensure product and process integrity and to check that clients’ performance target expectations are being met.

Methods of Analysis

We offer a range of equity, fixed income, multi‐asset and alternative investment strategies. Generally, our investment teams use standard methods of analysis. We may analyze potential investments internally, but we also incorporate third party research. We will ...
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INVESTEC ASSET Portfolio Concentration

INVESTEC ASSET Location

666 5TH AVENUE
37TH FLOOR
NEW YORK, New York
UNITED STATES, 10103

INVESTEC ASSET Contact Information

Phone Number: 1 917 206 5179
Fax Number: 1 917 206 5155
Website:

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