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About Us

NVest Securities is a leading investment management and stockbroking firm, offering a broad range of local and offshore investment portfolios tailored to meet the unique needs of individual clients as well as Independent Financial Advisors.

Our bespoke investment solutions include several portfolio types modelled to suit the risk profile and investment objectives of investors looking to gain equity exposure.

The NVest Securities team of highly professional Portfolio Managers has the skills, expertise, and proven track record to advise and guide you on your investment journey.

NVest Securities is a member of the Johannesburg Stock Exchange and form’s part the NVest Financial Holdings Group.

Investment Philosophy

NVest Securities follows a common-sense approach to investing combined with a rigorous valuation methodology to produce superior investment returns. We look to take advantage of divergences from intrinsic value while at the same time mitigating risk through constant vigilance.

Investment Process

We buy good business.

Firms with established products, long track records, competitive advantages, strong balance sheets and the ability to service debt levels in various economic scenarios.

We develop models generating a 3-year internal rate of return.
We rank stocks according to their potential returns.
Investment opportunities are thoroughly vetted against third party research, management interaction and by our experienced investment committee.
Our process is dynamic. Models and valuations are constantly adjusted as new information flows in.

Regular Portfolio and Investment Committee meetings are held to review our models and provide constant feedback.

Meet The Team

Backed by a century worth of experience, the NVest Securities Portfolio Management Team is a highly skilled group of professionals that share a passion for investing.
With combined skills spanning across diverse capabilities, the team aims to effectively meet your unique investment needs.

Leadership

Liam Graham

Liam Graham

Managing Director

Anthony Godwin

Anthony Godwin

Executive Director

Gavin Ramsay

Gavin Ramsay

Executive Director

Brendan Connellan

Brendan Connellan

Executive Director and Compliance Officer

Portfolio managers

Mandy Waterson

Mandy Waterson

Tony Hadley

Tony Hadley

Tracy Bouwer

Tracy Bouwer

Kevin Evans

Kevin Evans

Analysts

Liza Bahlmann

Liza Bahlmann

Khonaye Jumba

Khonaye Jumba

Liza Bahlmann

Liza Bahlmann

Khonaye Jumba

Khonaye Jumba

Assistants

Adele Goosen

Adele Goosen

Charlene Allen

Charlene Allen

Merle Cook

Merle Cook

Vinette Shakespeare

Vinette Shakespeare

Solutions

Whether you are a private investor or an independent financial advisor, NVest Securities has a range of Offshore and Local Investment Solutions tailored to suit your or your clients’ financial goals.

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