TBI’s Investment Strategy in an Election Year

Looking Ahead: The Big Picture

There’s always a heightened sense of uncertainty among investors in an election year. With 29 May in our sights, our TBI team retains a steadfast attitude to investing: create strategies using acumen and foresight. Adding to the complexity is the speculation around a possible shift in interest rates, and further afield, we look to how the global geopolitical climate might influence market dynamics. Amidst these big questions TBI is committed to prudent investment decision-making.

2024 is not just another year; it’s a pivotal moment in global politics and economics. 70 Elections across nations are set to redraw political maps, potentially reshaping policies that influence markets. Concurrently, talk of domestic interest rate cuts offer a glimmer of hope for businesses and consumers suffering under financial constraints. Analysts suggest that a cut in interest rates, anticipated later this year, could invigorate markets, offering a much-needed respite to investors. For now though, the Reserve Bank wants to see inflation holding at 4.5% before providing interest rate relief.

TBI’s Investment Philosophy: Steady as She Goes

At TBI, we understand that these macroeconomic shifts can sway the investment landscape. However, our ethos is not one of reactive haste. We believe in a balanced, research-driven approach. Our conviction in the allocations we have made stems from a deep analysis of market trends, economic indicators, and a thorough understanding of the implications of global events.

Our investors are not just numbers on a spreadsheet; they are the heart and soul of our business. They inspire us to consistently align our strategies with their aspirations and risk appetite. TBI caters to discerning investors who understand the value of a low-risk, tax-efficient approach in tumultuous times, with quick access to cash for when it’s required.

Looking Ahead: Strategy in Action

In the coming months, our strategy will focus on sectors and assets that show resilience and potential for growth, even in fluctuating political climates. We are eyeing opportunities that others might overlook, finding value in portfolio diversity. Our team is constantly engaging with financial experts, policy analysts, and political commentators to stay ahead of the curve.

Invitation to Join Us

TBI offers ideal investment opportunities for those looking for a steady hand at the helm. Ask your advisor about which of our funds is your best fit. Whether you’re a retail or corporate investor, rest assured our investment strategy is grounded in knowledge, experience, and a deep commitment to our investors’ goals.

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Test Team member

Group Financial Officer

With over 15 years of accounting, tax, and financial management, his Professional Accountant (SA) accreditation, and degrees in Accounting Sciences and Internal Auditing, Marius consistently delivers excellent financial oversight. His previous leadership of the Regulatory Reporting team at RisCura equipped him with valuable industry insights that serve TBI well today. 

Known for his hands-on approach to financial management and lightening the mood with the occasional pun, Marius balances his demanding role with time on the golf course, where he claims his financial precision doesn’t always translate to his putting.

Marius Kriel

Group Financial Officer

With over 15 years of accounting, tax, and financial management, his Professional Accountant (SA) accreditation, and degrees in Accounting Sciences and Internal Auditing, Marius consistently delivers excellent financial oversight. His previous leadership of the Regulatory Reporting team at RisCura equipped him with valuable industry insights that serve TBI well today. 

Known for his hands-on approach to financial management and lightening the mood with the occasional pun, Marius balances his demanding role with time on the golf course, where he claims his financial precision doesn’t always translate to his putting.

Shafieka Jamie

Compliance Administrator

Shafieka brings over 15 years of compliance experience at Old Mutual to her role as TBI’s Compliance Administrator. Her meticulous work, which focuses on international and local regulations, reveals her natural enthusiasm and expertise. Her unwavering commitment to best practices and strong principles aligns seamlessly with TBI’s values, while her passion for continuous learning keeps her at the forefront of industry developments. 

Shafieka’s genuine love for her role shines through in her daily interactions, making her an invaluable guardian of the company’s compliance standards.

Ockert Goosen

Executive Director

BCom (Hons) Accounting, MBA (Wits), CA (SA)

After qualifying as a chartered accountant with Peat, Marwick, Mitchell (now KPMG), Ockert built a distinguished 17-year career, beginning at Barclays Merchant Bank. His expertise grew through pivotal roles at FirstCorp and First National Bank, before he took on senior positions at Real Africa Durolink where he served as director. As a founding member of TBI Investment Managers in 2003, Ockert serves as Portfolio Manager of the Sanlam Alternative Income Fund and Chief Investment Officer. His experience spans alternative asset management, private equity, and structured finance. Additionally, his deep understanding of treasury, credit management and collective investment schemes continues to drive TBI’s investment strategy and success.

Eugene Goosen

Co-Portfolio Manager (Sanlam Diversified Income Fund of Funds & TBI Global Multi-Asset Income Fund)

BCom (Hons) Investment & MCom Business Management

Eugene brings a depth of experience to his role as Co-Portfolio Manager of both the Sanlam Diversified Income Fund of Funds and the TBI Global Multi-Asset Income Fund. His career has taken him from ABSA Treasury through RMB and Investec, building expertise in structured solutions, bond trading, and equity derivatives. As TBI Investment Managers’ macro strategist since 2011, he combines his Master’s in Business Management from RAU with practical market wisdom to develop robust investment strategies. His comprehensive asset and liability management understanding keeps him at the forefront of portfolio innovation.

To relax, Eugene loves to spend time with his family and as a keen cyclist, he loves to take on a long stretch of road in the beautiful Cape sunshine.  

Fahima Omar

Office Administrator

As Office Administrator, Fahima is the heartbeat of TBI’s daily operations. Her professional journey, which began at NBS Bank (now Nedbank), is complemented by diplomas in HR Management, Administration Management, and Bookkeeping. While she maintains the perfect balance of efficiency and warmth in running the office, her colleagues know her as the office mother figure – though she’s not afraid to be stern when necessary!

Fahima enjoys spending creative time with her family and loves a great cooking challenge.

Ian Donovan

Group Legal Council

BCom, BL, LLB, LLM (Harvard)

Ian Donovan’s career weaves together law, finance, and community development in fascinating ways. With degrees from Rhodes University and Harvard Law School, he moved from advocacy to finance, working in London’s treasury before directing Standard Chartered Merchant Bank’s corporate finance team in Zimbabwe. As TBI’s Group Legal Counsel, Ian oversees governance, compliance, risk management, and personnel. In his role as Director of Blue Sky Foundation, he channels his experience into renewable energy investments that benefit marginalised communities.

A true explorer at heart, Ian loves to roam Cape Town on his e-bike and believes few things beat sharing a good wine with friends and family.

Inghe Schneider

Chief Financial Officer

BAcc (Hons), CA(SA)

From audit manager at Baker Tilly Greenwoods to CFO at TBI, Inghe Schneider’s career path reflects her growing expertise in financial management. After joining TBI’s distribution team in 2012, she gained valuable client-facing experience before moving into asset management in 2015. Now, as CFO, she oversees the company’s financial strategy.

When between financial reports and board meetings, Inge values her time riding horses, walking her dogs and creating in the kitchen.

Joanne Hodgskiss

Renewable Energy Operations Officer

CA(SA)

The renewable energy sector requires both financial precision and forward-thinking – qualities Joanne Hodgskiss has demonstrated throughout her 20-year career. As TBI’s Renewable Energy Operations Officer, she applies her CA(SA) qualification and decade of company experience to drive sustainable solutions. Her progression from financial analyst to Finance Department head and now renewable energy specialist shows her versatility.

True to her Cape Town roots, you’ll find her exploring the mountain trails with her dogs when she’s not advancing renewable energy projects – that is, unless she’s disappeared into a good book.

Jonathan Whittaker

Assistant Portfolio Manager

BCom (Hons), CFA

Jonathan Whittaker’s career in financial services shows consistent growth and depth. From his early days in portfolio administration at Maitland to his current hybrid role overseeing both portfolio management and distribution support for the Sanlam Alternative Income Fund, Jonathan brings a solid understanding of financial operations to each project.

When not immersed in portfolio analysis, he splits his time between family life, the running track and the golf course.

Danielle O'Kennedy

Head of Marketing

CFP®

As Head of Marketing at TBI, Danielle O’Kennedy combines strategic vision with financial expertise. With her CFP® designation and postgraduate diploma in financial planning, she effectively manages dual roles – driving TBI Group’s marketing strategy while providing crucial support for key funds, including the Sanlam Diversified Income Fund of Funds and TBI Global Multi-Asset Income Fund. Throughout her 15 years in investment and financial services, Danielle has built lasting relationships and identified growth opportunities.

Her creative side shines through in her painting hobby – her self-portrait, created during lockdown alongside her colleagues, still hangs proudly in the office as a reminder of team spirit in extraordinary times.

Ian Groenewald

Group CEO

BCom (Accounting), BCompt (Hons)

Ian Groenewald’s impressive career in financial services spans both decades and continents. Starting at Stannic in 1991, he went on to lead Real Africa Durolink’s structured finance division before establishing their UK operations in London. His expertise in collective investment schemes and deep understanding of global markets made him the natural choice for TBI Group CEO in 2017. As Executive Director and Investment Committee Member at TBI Strategic Partners, he continues shaping the organisation’s direction with the energy he brought to his early days in structured finance.

On weekends, Ian likes to keep perspective by taking a beautiful mountain hike and surrounding himself with friends and family to enjoy good, locally sourced food and wine.