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Eugene Goosen
Portfolio Manager-Fixed Income chez
TBI Investment Managers (Pty) Ltd.
Finance
Profil
Eugene Goosen is currently a Portfolio Manager at TBI Investment Managers (Pty) Ltd. He previously worked as the Head of Alternative Strategies at Metropolitan Asset Managers Ltd. and as the Chief Investment Officer & Fund Manager at Spencer Financial Services (Pty) Ltd. (Investment Management).
Postes actifs de Eugene Goosen
| Sociétés | Poste | Début |
|---|---|---|
TBI Investment Managers (Pty) Ltd.
 TBI Investment Managers (Pty) Ltd. Investment ManagersFinance TBI’s investment philosophy has a basis on the global markets across asset classes. | Portfolio Manager-Fixed Income | 01/01/2011 |
Anciens postes connus de Eugene Goosen
| Sociétés | Poste | Fin |
|---|---|---|
Spencer Financial Services (Pty) Ltd. (Investment Management)
 Spencer Financial Services (Pty) Ltd. (Investment Management) Investment ManagersFinance Provides Investment Advice | Directeur en chef des Investissements | - |
Metropolitan Asset Managers Ltd.
 Metropolitan Asset Managers Ltd. Life/Health InsuranceFinance MetAM is an active, value-oriented manager which believes that pricing anomalies exist where the expected growth in future earnings is not reflected in the current price. They make investment decisions based on a combination of top-down and bottom-up analyses. The firm's strategy team drives the top-down process with inputs from the macroeconomic team, fixed-interest team and the equity team. Analysts, responsible for covering shares allocated to them on a sector basis, perform the bottom-up research. They conduct fundamental research, modeling their companies using the macro input variables from the strategy team, their knowledge of a particular industry and their knowledge about a company. Portfolio managers and focus area heads select stocks. MetAM believes that the interest rate cycle is the most important driver of bond returns in South Africa. Their fixed-income approach is primarily top-down with a core focus on understanding the macro-economic fundamentals which may affect South African interest rates. Fundamental research determines their view of the future shape and level of the yield curve and subsequently provides them with an indication of whether the market is over- or undervalued relative to their view. The firm's fair value regression model incorporates all the macro drivers which flow into fair value calculation and implied return forecasts. Once they have established the future level and shape of the yield curve, they decide how to set up parameters so that the preferred portfolio characteristics are achieved. When constructing the portfolio, they decide on the size and deviation of the model portfolio relative to the All Bond Index for certain parameters. The variables can be neutral, overweight or underweight relative to the All Bond Index and are all potential sources of return. They conduct technical analysis to determine the timing of their purchases and sales. | Head-Equity Investments | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Metropolitan Asset Managers Ltd.
Metropolitan Asset Managers Ltd. Life/Health InsuranceFinance MetAM is an active, value-oriented manager which believes that pricing anomalies exist where the expected growth in future earnings is not reflected in the current price. They make investment decisions based on a combination of top-down and bottom-up analyses. The firm's strategy team drives the top-down process with inputs from the macroeconomic team, fixed-interest team and the equity team. Analysts, responsible for covering shares allocated to them on a sector basis, perform the bottom-up research. They conduct fundamental research, modeling their companies using the macro input variables from the strategy team, their knowledge of a particular industry and their knowledge about a company. Portfolio managers and focus area heads select stocks. MetAM believes that the interest rate cycle is the most important driver of bond returns in South Africa. Their fixed-income approach is primarily top-down with a core focus on understanding the macro-economic fundamentals which may affect South African interest rates. Fundamental research determines their view of the future shape and level of the yield curve and subsequently provides them with an indication of whether the market is over- or undervalued relative to their view. The firm's fair value regression model incorporates all the macro drivers which flow into fair value calculation and implied return forecasts. Once they have established the future level and shape of the yield curve, they decide how to set up parameters so that the preferred portfolio characteristics are achieved. When constructing the portfolio, they decide on the size and deviation of the model portfolio relative to the All Bond Index for certain parameters. The variables can be neutral, overweight or underweight relative to the All Bond Index and are all potential sources of return. They conduct technical analysis to determine the timing of their purchases and sales. | Finance |
Spencer Financial Services (Pty) Ltd. (Investment Management)
Spencer Financial Services (Pty) Ltd. (Investment Management) Investment ManagersFinance Provides Investment Advice | Finance |
TBI Investment Managers (Pty) Ltd.
TBI Investment Managers (Pty) Ltd. Investment ManagersFinance TBI’s investment philosophy has a basis on the global markets across asset classes. | Finance |
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