Investec Equity Research

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Enhance your equity investment strategy analysis and insights from Investec’s equities research team. Research covers around 80 listed JSE companies, including 90% of the ALSI 40, many of the leading mid- and small-cap companies, as well as companies active in the rest of Africa.

We combine this with macro and sector research to give you valuable insights that allow you to develop strategies across markets. 

Talk to us about your requirements

What we offer

As an institutional investor, you seek strategies and opportunities that add value to your portfolios. Our independent and diverse team provides the insights you need to make decisions that enhance performance.

Our relationships with management teams and other key stakeholders within sectors provides valuable insights into key trends and opens doors between institutional investors and industry stakeholders.

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Extensive market knowledge

Gain access to experienced and passionate analysts who cover shares listed on the JSE and other African markets. Bespoke market and company reports deal with matters that are important to you.

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Equity research that drives investment decisions

Partner with our global team and receive independent and relevant equity research, financial modeling, and investment expertise that adds value to your investment goals.

The Analysts

Anthony Geard

Equity analyst: Beverage, food & packaging, industrials

Ayan Ghosh

Equity analyst: Investment strategist

David Smith

Equity analyst: Media & retail

Dino Constantinou

Equity analyst: Media & retail

Herbert Kharivhe

Equity analyst: Gold mining, petrochemicals, oil and gas

Letlotlo Lenake

Equity analyst: Healthcare & pharmaceuticals

Louise Pillay

Equity analyst: SA & Africa telecoms

Louise Schoeman

Corporate Access: Equities

Luvuyo Booi

Equity analyst: SA mining

Nazeem Samsodien

Equity analyst: Real estate

Ross Krige

Equity Analyst: Banks

Teboho Mosoeu

Equity Analyst: Insurers, Financial Services

Anthony Geard

Equity analyst: Beverage, food & packaging, industrials

Ayan Ghosh

Equity analyst: Investment strategist

David Smith

Equity analyst: Media & retail

Dino Constantinou

Equity analyst: Media & retail

Herbert Kharivhe

Equity analyst: Gold mining, petrochemicals, oil and gas

Letlotlo Lenake

Equity analyst: Healthcare & pharmaceuticals

Louise Pillay

Equity analyst: SA & Africa telecoms

Louise Schoeman

Corporate Access: Equities

Luvuyo Booi

Equity analyst: SA mining

Nazeem Samsodien

Equity analyst: Real estate

Ross Krige

Equity Analyst: Banks

Teboho Mosoeu

Equity Analyst: Insurers, Financial Services

Nkateko Mathonsi, Head of Research
Nkateko Mathonsi, Head of Research

Our diverse team ensures robust discussion around opportunities and strategy and discourages ‘group think’. And as a truly South African research team, we can approach the opportunities from a truly South African point of view.

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