![Delphine Govender](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Delphine Govender
Directeur Général chez
Perpetua Investment Managers (Pty) Ltd.
Finance
Profil
Ms. Delphine Govender, CFA, is a Founder & Chief Investment Officer at Perpetua Investment Managers (Pty) Ltd. Ms. Govender has ultimate responsibility for the overall investment performance of the business and her primary role is lead portfolio manager.
She is also responsible for developing the in-house investment research capability and recruiting and developing a sustainable pipeline of investment talent.
She has over 14 years experience in investment management.
Ms. Govender gained most of this experience at Allan Gray Limited.
She joined Allan Gray in July 2001 as an analyst and was appointed as a portfolio manager in 2005.
During her investments career at Allan Gray Limited, she was responsible for managing a portion of the unconstrained equity and balanced (domestic and global) portfolios.
She also had full responsibility for the benchmark-cognisant relative equity and market-neutral mandates.
Ms. Govender has gained in-depth investment research experience across the full spectrum of the South African stockmarket including the industrial, financial and resource sectors.
Postes actifs de Delphine Govender
| Sociétés | Poste | Début |
|---|---|---|
Perpetua Investment Managers (Pty) Ltd.
 Perpetua Investment Managers (Pty) Ltd. Investment ManagersFinance Perpetua is a disciplined value investor that aims to preserve capital and generate excellent investment returns over the long-term. Their investment philosophy is centered on the bottom-up, fundamental research of companies. They seek out mispriced, undervalued companies and invest with a long-term and patient view. Perpetua’s investment process ensures they invest according to the convictions of their research, not to benchmarks. | Directeur Général | 01/01/2012 |
Anciens postes connus de Delphine Govender
| Sociétés | Poste | Fin |
|---|---|---|
Allan Gray Unit Trust Management (RF) (PTY) Ltd.
 Allan Gray Unit Trust Management (RF) (PTY) Ltd. Investment ManagersFinance Allan Gray UTM is an active, value-oriented investor which aims to build long-term wealth for clients by managing portfolios invested in global equity, South African fixed-income, real estate and money-market instruments, through traditional and balanced funds, as well as fund of funds. The firm's equity investment strategy is research driven and based on bottom-up stockpicking. They use quantitative models to screen markets and short-list investment opportunities, which the firm's analysts then assess individually using proprietary fundamental qualitative research. They aim to identify companies trading at a discount to their intrinsic value. As a fixed-income investor the firm focuses on South African securities including bonds, loan stock, debentures and fixed deposits. | Directeur/Membre du Conseil | 01/03/2012 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Allan Gray Unit Trust Management (RF) (PTY) Ltd.
Allan Gray Unit Trust Management (RF) (PTY) Ltd. Investment ManagersFinance Allan Gray UTM is an active, value-oriented investor which aims to build long-term wealth for clients by managing portfolios invested in global equity, South African fixed-income, real estate and money-market instruments, through traditional and balanced funds, as well as fund of funds. The firm's equity investment strategy is research driven and based on bottom-up stockpicking. They use quantitative models to screen markets and short-list investment opportunities, which the firm's analysts then assess individually using proprietary fundamental qualitative research. They aim to identify companies trading at a discount to their intrinsic value. As a fixed-income investor the firm focuses on South African securities including bonds, loan stock, debentures and fixed deposits. | Finance |
Perpetua Investment Managers (Pty) Ltd.
Perpetua Investment Managers (Pty) Ltd. Investment ManagersFinance Perpetua is a disciplined value investor that aims to preserve capital and generate excellent investment returns over the long-term. Their investment philosophy is centered on the bottom-up, fundamental research of companies. They seek out mispriced, undervalued companies and invest with a long-term and patient view. Perpetua’s investment process ensures they invest according to the convictions of their research, not to benchmarks. | Finance |
