MOHAMED SHAFEE LOONAT

Bcom (Econ), Bcompt (Hons) and Advanced Taxation, Post Diploma (Islamic banking & Insurance) / Portfolio Manager

Mohamed joined Mianzo after spending four years as an investment analyst and Portfolio Manager at Argon Asset Management. Mohamed is a Chartered Accountant, as well as a CFA Charter holder. He holds a Bcom in Economics from the University of the Witwatersrand and a Bcompt (Hons) degree and Advanced Taxation Certificate from Unisa. He further completed a Postgraduate Diploma in Islamic Banking and Insurance with the Institute of Islamic Banking and Insurance based in London.

Mohamed began his career in the investment management industry with Alliance Capital Management (now Alliance Bernstein) in 1998 where he spent five years as part of the South African and emerging markets equities team. He then joined ABVEST in August 2003, where he was the head of industrials in the equities team, before being appointed portfolio manager. In July 2006 Mohamed joined Element Investment Managers as a Portfolio Manager as well as Head of Shari’ah products. In November 2014 Mohamed joined Argon Asset Management where he worked as an investment analyst and portfolio Manager and was also their internal head of ESG.

As Portfolio Manager Mohamed is responsible for:

    • Equity Investment Process
    • Equity Stock Evaluation
    • Portfolio Construction
    • Performance Analysis