Wium Malan, CA(SA), CFA

Experience

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  PwC

  Jan 2003 - Jul 2006

  Assistant Manager

  • Senior in charge of audits in a wide range of industries including Construction, Agriculture, Public Sector, Manufacturing, Textile, Retail, Financial Services, Legal Sector and Entertainment industries.• Seconded to Charlotte, North Carolina, USA during 2005-2006 as a Senior Associate (Retail, Industrial production and Nuclear power industries).• Active member of the Free State office Employment Equity Committee, helping to establish compliance with the Employment Equity Act within PricewaterhouseCoopers and a member of the Free State office Ethics Committee. Show less

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  AllianceBernstein

  Aug 2006 - Mar 2012

  Assistant Vice President / Equity Analyst

  AllianceBernstein is a global asset manager which had roughly $440bn in AUM. I contributed directly to the Growth Equities business unit, which had roughly $44bn in AUM.Assistant Vice President, Equity Analyst• Lead coverage of Emerging Markets Telecommunications stocks in the EMEA region since mid-2009.• Detailed research, financial modelling, valuations and writing of research reports and communication of investment recommendations to Portfolio Managers situated in London, New York and Hong Kong, managing a spectrum of US, European and International portfolios. • Joint responsibility for coverage of Developed Market Telecommunication stocks in Europe, including the large cap incumbents and multinational telecom operators as well as satellite operators, cable companies and data centre operators since mid-2011.• Prior to being promoted to lead analyst on the above sectors, I assisted analysts in the Emerging Markets investment team with fundamental equity research on Emerging Market stocks in the Industrials, Basic Materials, Financial and Consumer sectors in the EMEA region as a Research Assistant.• Maintenance of research driven, sector orientated paper-portfolios. • Maintenance of proprietary corporate governance research database.• “Above and Beyond” recognition award granted in 2011 for work done on Millicom and MTN for the new Global Technology Portfolio Manager Show less

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  Oasis Asset Management

  Oct 2012 - Feb 2013

  Investment Analyst

  Oasis is a South African asset manager with roughly R35bn in AUM. I contributed directly to both the Global and Local equity funds as an Investment Analyst.Investment Analyst• Coverage of global Pharmaceutical and Telecommunication sectors. • Detailed research, financial modelling, valuations and writing of research reports and communication of investment recommendations to the CIO and investment team. • Responsibility for proprietary quants screening analysis.

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  Old Mutual Global Emerging Markets

  Jun 2013 - Mar 2019

  Investment Analyst

  Team member of the Global Emerging Markets (GEM) boutique which forms part of the Old Mutual Investment Group. The Old Mutual Investment group has roughly R550bn in AUM of which R1.8bn is managed by the GEM boutique. Investment Analyst• Coverage of the Telecommunication, Media, Technology, Internet, Healthcare, Loyalty program and IT Services sectors.• Research on company, industry and macro-economic data, including data gathering and assimilation from various sources and meeting with company executive management and industry experts.• Analysis of company and industry key drivers and competitive dynamics.• Evaluation of the sustainability of the company business model and competitive advantage.• Detailed financial modelling and forecasting.• Calculation of intrinsic company value using various valuation methodologies.• Preparation of research presentations and reports.• Communication of investment recommendations to the investment team and portfolio managers.• New investment idea generation, in the Global Emerging Markets.• Analyse reported financial results to keep analysis, modelling and valuations up to date.• Played a critical role, as part of a small group, to:o Develop and implement the investment philosophy, process and due diligence documentation for the GEM product.o Develop and implement our proprietary GEM screening process – defining metrics used, developing and automating models and methodology.o Develop and implement company result reporting methodology and process.o Develop and implement our proprietary GEM Corporate Governance analysis process.o Develop, implement and automate a global peer group comparative valuation tool.o Develop, implement and automate earnings revision monitors and quantitative overlay tools. Show less

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  Smartkarma

  Feb 2020 - now

  Insight Provider
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  Propitious Research

  Jan 2021 - now

  Founder/Analyst

  INDEPENDENT GLOBAL EMERGING MARKETS EQUITY RESEARCH: Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance. BESPOKE INVESTMENT RESEARCH SERVICES: Fractional Buy Side analyst offering a full suite of bespoke investment research services ranging from idea generation, modelling, industry and company analysis to report writing, investment recommendation and presentation.SCREENING FOR GEMS: Global Emerging Market quantitative screening, taking a three-pronged approach to find the best medium-term, long and short, ideas within the top 100 largest stocks in the MSCI GEM Index. Based on a typical quantitative multifactor screening model, enhanced by two Artificial Intelligence Technology-based approaches, using Deep Neural Network and Recurrent Neural Network models. Show less