Jeremy Gorven, CFA
Senior Global Equity Analyst at Perpetua Investment Managers (Pty) Ltd- Claim this Profile
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English Native or bilingual proficiency
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Afrikaans Limited working proficiency
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Bio
Ivan Van der Merwe
Aside from being an equity analyst and portfolio manager, Jeremy also believes in social responsibility and helping others. As a CFA charter holder, Jeremy recently volunteered to be a Mentor during the 2020/2021 CFA Institute Local University Research Challenge hosted by CFA Society South Africa. This competition gives university-sponsored students the opportunity to learn about best practices in equity research from industry experts like Jeremy and to compete with peers from Universities around the globe. During the South African leg of the competition, Jeremy mentored a team from the University of the Free State and his inputs proved to be invaluable as the team managed to reach the finals. The impact he had on the team was immediate as they soon realized that becoming an analyst requires hard work and dedication. The guidance and support provided by Jeremy was truly exemplary.
Rowan van Tonder
Jeremy is one of those uniquely dedicated and passionate individuals that you always hope to have on the team. His commitment to delivery and openness to learning are a formula for success. While on the IQ FNB account, Jeremy developed and displayed a range of project delivery skills which included end-to-end project management.
Ivan Van der Merwe
Aside from being an equity analyst and portfolio manager, Jeremy also believes in social responsibility and helping others. As a CFA charter holder, Jeremy recently volunteered to be a Mentor during the 2020/2021 CFA Institute Local University Research Challenge hosted by CFA Society South Africa. This competition gives university-sponsored students the opportunity to learn about best practices in equity research from industry experts like Jeremy and to compete with peers from Universities around the globe. During the South African leg of the competition, Jeremy mentored a team from the University of the Free State and his inputs proved to be invaluable as the team managed to reach the finals. The impact he had on the team was immediate as they soon realized that becoming an analyst requires hard work and dedication. The guidance and support provided by Jeremy was truly exemplary.
Rowan van Tonder
Jeremy is one of those uniquely dedicated and passionate individuals that you always hope to have on the team. His commitment to delivery and openness to learning are a formula for success. While on the IQ FNB account, Jeremy developed and displayed a range of project delivery skills which included end-to-end project management.
Ivan Van der Merwe
Aside from being an equity analyst and portfolio manager, Jeremy also believes in social responsibility and helping others. As a CFA charter holder, Jeremy recently volunteered to be a Mentor during the 2020/2021 CFA Institute Local University Research Challenge hosted by CFA Society South Africa. This competition gives university-sponsored students the opportunity to learn about best practices in equity research from industry experts like Jeremy and to compete with peers from Universities around the globe. During the South African leg of the competition, Jeremy mentored a team from the University of the Free State and his inputs proved to be invaluable as the team managed to reach the finals. The impact he had on the team was immediate as they soon realized that becoming an analyst requires hard work and dedication. The guidance and support provided by Jeremy was truly exemplary.
Rowan van Tonder
Jeremy is one of those uniquely dedicated and passionate individuals that you always hope to have on the team. His commitment to delivery and openness to learning are a formula for success. While on the IQ FNB account, Jeremy developed and displayed a range of project delivery skills which included end-to-end project management.
Ivan Van der Merwe
Aside from being an equity analyst and portfolio manager, Jeremy also believes in social responsibility and helping others. As a CFA charter holder, Jeremy recently volunteered to be a Mentor during the 2020/2021 CFA Institute Local University Research Challenge hosted by CFA Society South Africa. This competition gives university-sponsored students the opportunity to learn about best practices in equity research from industry experts like Jeremy and to compete with peers from Universities around the globe. During the South African leg of the competition, Jeremy mentored a team from the University of the Free State and his inputs proved to be invaluable as the team managed to reach the finals. The impact he had on the team was immediate as they soon realized that becoming an analyst requires hard work and dedication. The guidance and support provided by Jeremy was truly exemplary.
Rowan van Tonder
Jeremy is one of those uniquely dedicated and passionate individuals that you always hope to have on the team. His commitment to delivery and openness to learning are a formula for success. While on the IQ FNB account, Jeremy developed and displayed a range of project delivery skills which included end-to-end project management.
Credentials
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CFA Charter
CFA InstituteOct, 2016- Nov, 2024
Experience
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Perpetua Investment Managers (Pty) Ltd
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South Africa
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Investment Management
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1 - 100 Employee
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Senior Global Equity Analyst
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Oct 2023 - Present
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Stonehage Fleming
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United Kingdom
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Financial Services
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700 & Above Employee
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Associate Director
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Jun 2022 - Oct 2023
Head of Equity Research, South AfricaStonehage Fleming SCI Equity fundPortfolio Manager for private client portfolios
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Manager
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Jun 2021 - Jun 2022
Senior Equity Analyst and Portfolio Manager
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Senior Associate
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Apr 2018 - Jun 2021
Senior Equity Analyst and Portfolio Manager
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RenAsset Management
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Investment Management
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1 - 100 Employee
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Equity Analyst
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Jan 2014 - Mar 2018
• Global Emerging Market specialist, Renaissance Asset Managers with AUM of $2.8bn • Management buy-out in 2016 and renamed Drakens Capital • Achieved a 29.8% annualised return, in the top quartile of peers and attained a Sharpe ratio of 4.3 • Successfully launched and actively managed two funds with over $65m AUM • Identified and valued 33% of the portfolio investments • Valued over 60 businesses, in over 23 countries and industries across frontier markets • Implemented improvements to the investment philosophy and process • Established a track record of uncovering high quality, undervalued businesses • Published article: “How Drakens Capital invests in Africa” • Investment committee member. Confidently presented investment valuations & robustly discussed those of others • Strong understanding of behavioural psychology, assisted market outperformance • Considerable experience in evaluating the macroeconomic environments of countries and industries • Developed a suite of idea generation and business evaluation models at own initiative: 1. Quant model using big data 2. Insurance, banking and industrial valuation models 3. Market attractiveness and risk matrix 4. Investment executive summary • Built a Low Liquidity investment product, backed up by empirical research and back-tested results • Built experience and skills in running factor analysis and portfolio back-tests for new products • Produced fact sheets, wrote market commentary and compiled investment research • Drakens Africa Ex S.A. UCITS Fund [MLDAXUI]. Show less
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Merchant West
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South Africa
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Financial Services
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100 - 200 Employee
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Credit Analyst & Account Manager at Merchant West (Pty) Ltd
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Jan 2012 - Dec 2013
• Effectively identifying and pursuing new business, diligently assessing the credit eligibility for lending, structuring of the deal, presentation to credit committee, negotiating terms with the client, legal documentation and deal closure. • Cultivating strong skills in company analysis, risk identification, cash flow analysis and modelling, on the ground assessment of industrial, trading, mining and services businesses, and de-risking of opportunities. • Consistently building strong relationships with prospective and existing clients based on integrity and trust. • Proactively and creatively contributing through enhancing sales productivity, business pipeline management, drafting of divisional strategy, developing of a new residual value product and new deal evaluation model. Show less
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IQbusiness South Africa
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South Africa
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Business Consulting and Services
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500 - 600 Employee
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Benchmark Analyst, Strategic Advisory Practice
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Feb 2011 - Jan 2012
• Efficiently performing end to end benchmarking and advisory projects for IQ’s Strategic Advisory division as an alliance partner of The Hackett Group Ltd., a world leader in back office benchmarking and best practice advisory.• Developing skills in critical thinking, data collection/analysis. Diligently researching global best practice. Providing clients with a strategic roadmap to significantly improve business efficiency, from current state to world class.• Successfully meeting the high standards, timely completion and needs of major clients, including two JSE top 40. Show less
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Consultant: Process Innovation
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Jan 2010 - Jan 2011
- Advisory: Delivered advisory on client's key operational and back office performance shortcomings.- Business analysis: Performed GAP analysis & drafted business requirement specifications for a workflow tool.- Process modelling: Created an enabling process critical to template management at FNB.- Project management: Complete project life cycle. Applied Prince 2 methodology. Effective governance ensured that all project objectives and deliverables were achieved..- Change management: Employed ADKAR change management standard. Effective management of project stakeholders created buy-in, support, user knowledge & ability, and sustainable implementation.Industry experience:- Financial sector - Retail Banking: Home Loans- Public sector - Health Services: Laboratory Show less
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FirstRand Corporate Centre
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South Africa
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Financial Services
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700 & Above Employee
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Project Manager
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May 2010 - Jan 2011
- First Rand Group, First National Bank, Commercial Segment, Retail Banking, Home Loans. - FNB Home loans assets amount to R107 Billion - Project managing an FNB customer experience, correspondence improvement project, affecting 200 staff. - Performing multiple roles including advisory, business analysis, process modelling, project management and change management. - Project board includes several executive level stakeholders. - Methodologies and standards used include Prince 2, IQ Business Group process standard & ADKAR change management standard. Show less
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Education
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2010 - 2013
CFA Institute
CFA Charter Holder, Investment Analysis, Portfolio Management, Wealth Management -
2006 - 2009
University of Cape Town
Bachelor of Business Science in Management Studies, Finance Honours Specialisation -
2001 - 2005
Kearsney College
IEB Senior Certificate, A Aggregate plus 3 subject distinctions, Kearsney College, KZN, 2005
Community
