Multi-manager portfolios

Stonewood Asset Management

Company Overview:

History and background to Stonewood

Stonewood is part of the Genesis Capital group. This asset management entity has been developed to enhance the ability of the advisory business to offer specialist multi-manager investment solutions that match the advisory needs of the existing businesses. The multi-manager differs from many traditional multi-managers by placing additional emphasis on three aspects of portfolio construction, namely, wide diversification, strict adherence to strategic asset allocation and cost reduction through the use of passively managed investment instruments.

Key staff

Chris Marais (Chief Investment Officer and Portfolio Manager)

Chris studied actuarial science through Stellenbosch University and the Faculty of Actuaries. He then promptly embarked on a career in the investment arena. In 1993 he co-founded Citadel Investment Services, developing widely acclaimed planning models and risk management techniques for high net worth individuals. As Managing Director he helped Citadel in its rapid expansion and rise to prominence.

 James Twidale: (Junior Portfolio Manager)

James completed a Business Science degree with Honours in Finance at the University of Cape Town, with his thesis being on “smart beta” investments. He started his career at Genesis Advisory Services as an investment specialist. James is involved in the daily operations and marketing of the funds internally.

Wikus Marais (Investment Committee Member)

Wikus completed a master’s degree in Economics at the Universities of Pretoria and Cambridge. After a rapid rise as an economist in the banking and stockbroking fields, he co-founded Citadel in the early nineties. He quickly became the specialist advisor to the most demanding clients, sought for his breadth of knowledge and incisive mind. Over the next 20 years he gained a wealth of experience and served a director of both Citadel and Deloitte Private Clients.

 Amanda Turi: (Investment Committee Member)

Mandy holds a degree in Clinical Psychology from UNISA, a diploma in Private Banking from RAU and the International Capital Markets Qualification (ICMQ) She joined Genesis in 1999 and has been instrumental in the growth of the Group. Mandy was appointed operations director in 2008 and in 2012 became managing director of the advisory businesses.

Darren Schur (Investment Committee Member and Key Individual)

Darren served articles at Fisher Hoffman Sithole from January 1994 to December 1996 and qualified as a chartered accountant in December 1996. He spent 17 months in the corporate finance department of N M Rothschild & Sons (South Africa), focusing on international merger and acquisition transactions.  Darren joined Peregrine in May 1998 where he was a director of Peregrine Investment Banking and focused on the group’s private equity portfolio. Darren has been responsible for a number of highly successful private equity and venture capital transactions as well as new listings. Darren partnered with the Genesis Group in August 2006 to form Genesis Capital Partners.

Contact Us:

Tel no:         +27 11 731 5000

Email:        info@stonewoodam.co.za

Website:    www.stonewoodam.co.za