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 06/30/17. The fund's latest filing disclosed 545MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/17. The fund's latest filing disclosed 545MM in positions, representing 19% of the manager's regulatory AUM.
INVESTEC ASSET StockAlpha
| Top 25% |
2.75yr StockAlpha
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Fundamental & Technical Factor Exposure
INVESTEC ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BABA | 8.7% | Tech | 26.43% | 1.65% | 0 | 19% | ||
| CX | 3.47% | Materials | -0.74% | -0.31% | 0 | 4% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
INVESTEC ASSET Portfolio Concentration
INVESTEC ASSET Location
666 5TH AVENUE
37TH FLOOR
NEW YORK, New York
UNITED STATES, 10103
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: http://www.investecassetmanagement.com
Fax Number: 1 917 206 5155
Website: http://www.investecassetmanagement.com
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