Nedgroup Investments
Balanced Fund

B.Com. (Hons) Investment Management
Industry experience: 32 years

Iain leads the investment team and plays a key role in the strategic direction of the business. He has been part of the Truffle team since 2010, when he joined to work with the founders as a senior portfolio manager. Iain previously worked at RMB Asset Management where he held various positions, including serving as a member of the Board of Directors and the Management Board, and fulfilling the role of a senior investment professional in the equity team. Iain was keen to join a smaller, owner-managed asset management business where he could be part of building a larger concern, and has been key to Truffle’s growth over the last 16 years.

M.Bus.Sci., Fellow of the Faculty of Actuaries (FFA)
Industry experience: 28 years

Saul joined the Truffle team in 2016 and with over two decades of investment experience plays a key role as one of Truffle’s senior portfolio managers. Saul spent more than 10 years working for RMB Asset Management, managing a range of equity and balanced funds that won numerous unit trust industry awards. Saul then moved to Argon Asset Management, where he was Head of Equity for over four years. During this period, the firm’s equity assets under management grew rapidly from around R8 billion to over R20 billion, and investment performance comfortably exceeded benchmark returns. He was also responsible for implementing Argon’s equity investment philosophy and process.

CA(SA)
Industry experience: 29 years

Nicole joined the Truffle team in 2015 and adds broad and deep experience to the portfolio management team. Nicole discovered her love for investments while working in merchant banking in London for three years after completing articles at PWC. On her return to South Africa in 1997, Nicole joined RMB Asset Management, where she held various investment roles, including those of senior equity analyst and portfolio manager. During this time, various unit trust funds which she co-managed won Raging Bull and Standard & Poor’s awards. She remained with RMB Asset Management, which later became Momentum Asset Management, until 2015, where her final position was Deputy Head of Equity Research.

M.Com., CFA
Industry experience: 31 years

Sophié-Marié has been part of the Truffle team since 2016 and with almost three decades as an equity analyst and portfolio manager, brings deep experience and expertise to the investment team. She began her career at RMB Asset Management as a trainee analyst and progressed to a senior investment professional, responsible for equity research, and co-management of various unit trusts. During this time, these unit trust funds won several Raging Bull and Morningstar awards. In 2011, Sophié-Marié joined Argon Asset Management, where she served a dual role as both equity analyst and co-manager of all the equity funds under management, before joining Truffle.