Our Brand and Commitment to Our Clients
Our brand is born from our commitment to excellence and our promise to deliver the best possible performance and service - anytime, anywhere. Every solution that Bateleur Investment Group creates, reinforces this message.
Like the Bateleur eagle, our brand is synonymous with innovation, independence, excellence, integrity and long term partnerships. It is on the strength of these five core beliefs that we have constructed our business.
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our team
| Francois Viljoen, CFA - Business Strategy, Investment Strategy |
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Having previously held the position at Absa Group as Head of Asset Consultants, Francois Viljoen has extensive experience in the design, implementation and management of Investment Strategies for a wide range of investors, including retirement funds, medical schemes, insurance companies and fiduciary trust companies
Francois completed his BComm (Financial Management) with cum laude distinction at the University of Pretoria in 1994, followed by a B.Comm (Honours) in Investment Management. He started his career as a management accountant in the Absa Group IT division and, driven by his passion for investments, qualified as a Chartered Financial Analyst (CFA) in 2000. At this time, he was approached to set up an asset consulting division for the Absa Group.
During his tenure, Francois established Absa Asset Consultants as a highly successful division, managing the assets of around 100 institutional investors to the value of R50 billion. Clients included diverse institutional investors ranging from multinational corporations and Top 40 JSE-listed companies to parastatals, universities and municipalities. He also completed the Absa Development Initiative (ADI) programme, an exclusive leadership development programme for a select group of young leaders.
The Division was awarded the Chairman’s Award in 2009 and the team achieved strong growth in each of the twelve years under his leadership. Francois furthermore served on various working committees in the industry, including the Regulation 28 Workgroup of ASISA, and was regularly featured in the media.
Francois is a founding member of Bateleur Investment Group.
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| Morne Nel, CA(SA), CFA - Quantitative and Investment Manager Research |
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Morné Nel qualified as a Chartered Accountant (CA) in 2000, after completing a BComm Accounting (Honours) degree at the University of Pretoria. His career in the financial industry began at KPMG, where he was employed for four years. Thereafter, he was engaged as a financial manager at Kumba Resources for two years before joining the Absa Group in 2004.
At Absa, Morné’s first role was that of Investment Risk Analyst for three and a half years, during which time he qualified as a Chartered Financial Analyst (CFA). His focus then shifted to capital management and balance sheet optimisation at Absa, a role that he fulfilled for a further year and a half. He joined Absa’s Asset Consulting team as the Head of Research in 2009. During his tenure, he was responsible for the formulation of Investment Strategies for around 100 clients with a combined asset value of R50 billion, comprising retirement funds, medical schemes as well as fiduciary trust portfolios. His areas of responsibility also included research on asset allocation and asset managers, as well as asset and liability matching and the practical implementation thereof at client level.
Morné is a founding member of Bateleur Investment Group.
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| Danny Streicher - Client Consulting and New Business Development |
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Danny Streicher studied at Stellenbosch University where he obtained a BComm (Financial Management) degree. After completing his studies, Danny joined Allan Gray Ltd in Cape Town as a Client Service Consultant, where he serviced direct high-net-worth individuals and independent financial advisors. He then accepted Allan Gray’s relocation offer to Johannesburg as Business Development Manager and Private Client Consultant.
In 2006, Danny followed his dream of becoming more involved in the design and management of Investment Strategies for clients by joining Absa Asset Consultants. At Absa he was instrumental in building the client-focused vision of the Asset Consulting Division, which was to become one of the leading investment consulting businesses in Africa. In implementing this vision, the business grew exponentially - from a client and assets-under-management perspective – across South Africa, into sub-Saharan Africa, and offshore to Mauritius.
Danny’s responsibilities included the management of client services for about 100 retirement fund clients worth approximately R50 billion in assets, as well as hands-on client services from Kenya to Cape Town, new product innovation and roll out, and new business development.
In 2011 he completed a Management Development Programme (MDP) at the Gordon Institute for Business Science (GIBS).
Danny is a founding member of Bateleur Investment Group.
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| Francois van Dijk, CFA - Economic Research and Portfolio Construction |
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Francois van Dijk started his career in the retirement fund industry at Advantage Asset Managers (now Momentum Manager of Managers) in 2008, after completing a BComm (Mathematical Sciences) at the University of Stellenbosch. While employed at Advantage Asset Managers, he qualified as a Chartered Financial Analyst (CFA), and was engaged as an investment analyst.
Francois was recruited by the Absa Group to strengthen the technical capabilities of its Asset Consulting Division in October 2010. He was instrumental in the Division’s development of an Investment Platform Ranking Model, and played an integral role in enhancing the Division’s alternative asset class capabilities.
He is currently completing his studies towards the Chartered Alternative Investment Analyst (CAIA) designation. During his time at Absa, he designed, advised on, implemented and monitored the Investment Strategies for a large number of local and international institutional retirement funds.
Francois is a founding member of Bateleur Investment Group.
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Our brand