Anthony Geard

Equity analyst: Beverage, food & packaging, industrials

I studied at the University of Cape Town, completing a B.Bus.Sc. (Honours) degree and a Postgraduate Diploma in Accounting. I served my accounting articles at KPMG in Johannesburg and qualified as a Chartered Accountant.

I am also a CFA charterholder. I have worked at Investec Securities as an investment analyst since 1999 in Johannesburg, London, and Cape Town.

Ayan Ghosh

Equity analyst: Investment strategist

I have been an Investment Strategist with JP Morgan and Avior Capital Markets prior to joining Investec.

I try to distill the global and domestic political and macroeconomic backdrop, concentrating on its implications for EM FX, rates, equity sector trends, and stocks, in search of the next economic miracle.

I have ranked among the top three South African investment strategists in various surveys, including Institutional Investor, and Financial mail over the past five years.

David Smith

Equity analyst: Media & retail

I have been an equity analyst for 12 years. I have covered more than 10 sectors including Retail, Media, Oil & Gas, Industrials, Paper, and Packaging. I am a CA (SA), CFA charter holder, and have a Masters in Finance (Cum Laude) from INSEAD.

Dino Constantinou

Equity analyst: Media & retail

Dino has been an equity analyst for 8 years. Prior to joining Investec in Aug 2021, he worked for J.P. Morgan covering Food Producers, Pharmacy Retailers, and Bidcorp as well as contributing to Apparel and Food Retailer coverage.

Dino previously worked for PwC (in Johannesburg and Seattle) where he completed his articles before transitioning into their Corporate Finance division.

He is a CA (SA), CFA charter holder, and has a BAccSci, and HDipAcc from the University of the Witwatersrand.

Letlotlo Lenake

Equity analyst: Healthcare & pharmaceuticals

I am a Research Analyst (in ICIB) within the Industrials team covering Healthcare & Pharmaceuticals, and am a Chartered Accountant by profession.

Louise Pillay

Equity analyst: SA & Africa telecoms

I lead the coverage of Telecoms at Investec. I have more than 8 years sell-side equity experience covering listed African and Emerging Market Telecoms (Russia, Turkey, and Latam). 

Stocks under current coverage include MTN, Telkom, Vodacom, and Safaricom. I successfully executed the biggest African Telecoms IPO ($8bn, dual-listed) in 2019. Ranked in the Financial Mail: “Ranking the Analysts Survey” for listed SA Telecoms and African equities (ex SA).

Louise Schoeman

Corporate Access: Equities

I manage Corporate Access at Investec. Prior to joining Investec in 2022, I worked for J.P. Morgan also managing corporate access & research marketing.

I previously worked at Stanlib Asset Management as an Institutional Business Coordinator.

Nazeem Samsodien

Equity analyst: Real estate

I'm a research analyst at Investec Securities covering the real estate sector. I'm a qualified Chartered Accountant CA (SA) and hold a Bachelor of Accountancy degree from Stellenbosch University.

I began my career at PricewaterhouseCoopers in 2003 and moved to Nedbank Securities in 2007 as an equity research analyst covering general financials, real estate, and banks (I did my banks coverage jointly). Thereafter I joined Mazi Macquarie Securities focusing on the real estate sector from 2014 to 2019. During 2018 and 2019 I was ranked as the top Real Estate analyst in the “Financial Mail Ranking the Analysts Survey”.

Ross Krige

Equity Analyst: Banks

I began my equity analyst career at J.P. Morgan in 2013, initially working on a team covering SA Healthcare and Chemicals, followed by sole coverage on General Industrials, Paper and Property. In 2022 I began covering Banks until my move to Investec in Sep-22.

I studied Finance and Accounting at UCT (B.Bus.Sc Finance Hons and PGDA), after which I qualified as a CA (SA) and CFA charter holder.