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SIM Global SIM Global

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​​SIM Global is a division of Sanlam Investment Management (Pty) Ltd

SIM Global provides investment management services to individuals and institutions through several offshore funds.

We focus on investing in shares that are priced significantly below their intrinsic value and strive to deliver superior long-term returns.

​​Investment Philosophy

We believe:

  • that markets are inefficient and that prices over time reflect the intrinsic value of the business
  • that valuation is the key consideration
  • in bottom-up investing
  • that some diversification is a good idea
  • that, although we can identify undervaluation, we are unable to predict when the value will be unlocked but we have the patience to wait.

​​What makes us different

  • Our willingness to venture off the beaten track;
  • Our willingness to travel extensively to meet with company management and visit businesses;
  • Our reliance on our own proprietary research;
  • Our willingness to adopt significant positions where we have high conviction in the results of our research; and
  • The benchmark agnostic and non-constrained nature of our approach.

Where we invest

An integral part of research process is for our team of analysts and portfolio managers to travel the world to regularly attend conferences and arrange field trips covering those industries and regions that appear to be offering the most attractive value.

Ideas are often distilled from the meetings, observations and presentations attended. We regard contact with the management of our investee companies as a very important part of our process and imperative in relation to mid and small capitalisation companies. All of our analysts travel extensively and we strive to visit all investee companies as often as possible. The quality of company management is regarded as a key factor in the success of any business. Experience has taught us that it is dangerous and virtually impossible to judge management on the basis of limited interaction. The best way to judge management is by evaluating their actions against their past statements in meetings, presentations and company financial statements.

Our Funds

Suitable for investors who

Want long term capital growth with offshore exposure with no sectoral or geographical restrictions.

Investment horizon

3 years

What the fund aims to achieve and how

Provide long term capital growth by investing in undervalued companies with the search focused on undiscovered or neglected stocks.

Fund fact sheet
Suitable for investors who

Want long term capital growth with offshore exposure in the financial services industry.

Investment horizon

3 years

What the fund aims to achieve and how

The Fund utilises its database and long experience of the financial sector to invest in financial companies* with the search focused on companies that have a good track record of growing their net worth, whilst maintaining the discipline of investing only when they are mis-priced.

Fund fact sheet
Suitable for investors who

Want regular income derived from dividend payments with the potential of real growth in capital value by investing globally.

Investment horizon

3 years

What the fund aims to achieve and how

Provide a regular income payment by investing in established companies which offer a relatively high dividend yield, healthy balance sheets, generate strong cash flows and have demonstrated commitment to paying regular dividends.

Fund fact sheet
Suitable for investors who

Want term capital growth with offshore exposure with no sectoral or geographical restrictions.

Investment horizon

3 years

What the fund aims to achieve and how

Provide long term capital growth by investing in undervalued companies with the search focused on undiscovered or neglected stocks through investment in the Sanlam Global Best Ideas Fund.

Fund fact sheet
Suitable for investors who

Want long term capital growth with offshore exposure in the financial services industry with no geographical restrictions.

Investment horizon

3 years

What the fund aims to achieve and how

The Fund utilises its database and long experience of the financial sector to invest in financial companies* with the search focused on companies that have a good track record of growing their net worth, whilst maintaining the discipline of investing only when they are mis-priced.

Fund fact sheet
Suitable for investors who

Want regular income derived from dividend payments with the potential of real growth in capital value by investing globally.

Investment horizon

3 years

What the fund aims to achieve and how

Provide a regular income payment by investing in established companies which offer a relatively high dividend yield, healthy balance sheets, generate strong cash flows and have demonstrated commitment to paying regular dividends through an investment in the SIM Global Equity Income Fund.

Fund fact sheet

 

To view our daily prices, visit our Daily Prices page.

Download our rand-denominated (local funds) application forms.

Download our foreign-denominated (offshore funds) application forms.

Our People

Kokkie Kooyman

Kokkie Kooyman

Global Fund Manager [B.Com(Hons), CA(SA)]

Kokkie is responsible for managing the business as well as the Sanlam Global Financial Fund. He established SIM Global in 2004. Prior to joining Sanlam Investment Management, Kokkie spent five years managing the local and global financial fund at Coronation Fund Managers. Before joining Coronation, Kokkie spent 10 years at Old Mutual Asset Management in various investment management roles of escalating responsibility, ending his career at Old Mutual as the head of the financial services sector.

Douw Steenekamp

Douw Steenekamp

Fund Manager [B.Compt(Hons), CA(SA)]

Douw heads up the industrial analyst team and manages the Sanlam Global Best Ideas Fund & SIM Global Equity Income Fund.
Douw started at SIM Global in July 2011. Prior to joining SIM Global he co-founded Orthogonal Investments, a boutique asset manager managing domestic long only balanced, bond and equity mandates. He also co-managed the Nedgroup Investment Equity Fund. He spent 15 years with Old Mutual Asset Managers (now OMIGSA) where he held several research positions, including head of the industrial sector research team, before assuming responsibility for the value equity style boutique in 2002. During his tenure at OMAM, Douw was at various times the manager of the OM Global Equity fund, OM Consumer fund, OM Value fund and OM High Yield Opportunity fund unit trust portfolios, in addition to a number of institutional client portfolios.

Neal Smith

Neal Smith

Global Equity Analyst [B.Com, CA(SA)]

Neal is responsible for researching companies in the industrial sector. Neal joined SIM Global in April 2012. He started his investments career at Alliance Bernstein as an equity analyst from 2001 to 2007 moving from their Cape Town to London office in the process. Thereafter he worked at GLG Partners, a hedge fund, in London from 2007 to 2009 as an analyst and portfolio manager of their consumer product. Before joining SIM Global he was employed by Carlson Capital as an equity research analyst covering the Pan-European consumer sector.

Andrew Evans

Andrew Evans

Global Equity Analyst [BA (Value & Policy Studies), Grad Dip in Applied Finance and Investments]

Andrew is responsible for researching companies in the industrial sector. He started his career in 2001 in investment operations/stockbroking in London and Edinburgh and joined Collins Stewart as an investment analyst in London in 2004. He also worked for Dawnay Day Principal Investments. Andrew decided to move to Australia in 2009 and joined Taylor Collison Ltd as an investment analyst where he focused on the property and agriculture sectors. He returned to South Africa and joined the SIM Global team in July 2012. Andrew has completed all three levels of the CFA program.

Barry de Kock

Barry de Kock

Junior Analyst [M.Comm]

Barry is a junior analyst looking at the financial sector. Barry joined the team in February 2015. He started his investment career as quantitative analyst at Riscura Solutions in 2012 and left as product specialist to join SIM Global.

Cameron Smith

Cameron Smith

Global Equity Analyst [B.Sc(Hons) B.Com(Hons)]

Cameron is responsible for researching banks and financial services companies. Cameron joined the team in February 2012 after studying at the University of Cape Town where he completed each of his degrees with distinction, graduating top of the class.

Jacobus Oosthuizen

Jacobus Oosthuizen

Global Equity Analyst [M.Compt, CA(SA), CFA]

Jacobus is responsible for researching companies in the industrial sector. He was working for SIM Global on secondment since July 2006 and has been permanently employed by SIM Global since November 2009. He previously worked for Rand Merchant Bank as an investment analyst on a proprietary Emerging Market Corporate Bond portfolio (2003-2006) and held various risk and capital management positions in RMB Treasury between 2002 and 2003. He completed his articles with Ernst & Young in 2001.

Laura Ford

Laura Ford

Global Equity Analyst [B.Com]

Laura is responsible for researching banks and financial services companies. Laura spent eight years at Coronation Asset Management of which three were spent as Research Assistant to Kokkie and the financials team. She joined SIM Global in 2004 to assist Kokkie in the newly established business.

Pierre Marais

Pierre Marais

Global Equity Analyst [M.Sc, PhD, MBA]

Pierre is responsible for researching companies in the industrial sector. Pierre joined SIM Global in February 2015. He started his career as product manager at Engen in 1992 and left in 1998 as strategic projects manager. He moved to investments in 1998 at Prudential Portfolio Managers (formerly African Harvest Fund Managers) as equity analyst and later portfolio manager for the African Harvest Balanced Fund. In 2007 he was one of the founding member of Orthogonal Asset Managers with assets totalling R4.7bn. The business was sold to Citadel in 2011 becoming the in-house equity fund manager for the business.

Richard Shepherd

Richard Shepherd

Global Equity Analyst [CA(SA), PGdipAcc, B.Com(Acc)]

Richard is responsible for researching companies in the financial and industrial sectors. Richard joined SIM Global in January 2011 from the audit firm RSM Betty & Dickson. He spent 11 years as a partner in the firm, responsible for servicing a diverse client portfolio on audit, consulting and accounting engagements. In 2008 he made the decision to change careers to the investment industry.

Jacques Du Plessis

Jacques Du Plessis

Chief Operating Officer [B.Tech Financial Information Systems]

Jacques is responsible for all operational functions within SIM Global. Jacques joined SIM Global in April 2009 from the Sanlam Investments Finance department where he played an integral role for 13 years.

Liesl Basson

Liesl Basson

Research Assistant [B.Com, MBA]

Liesl is responsible updating financial models and assisting with research on Global Financial stocks. Liesl has extensive experience in the asset management industry, having worked in the industry for 14 years. These included appointments at Metropolitan Asset Management as manager for Investment Services and at Coronation Asset Management as project coordinator for the operations team. Liesl joined SIM Global in July 2006.

Mishka Louw

Mishka Louw

Personal Assistant [Professional Receptionist & PA Diploma]

Mishka is responsible for all the PA functions in the team as well as office management. Mishka started at SIM Global in April 2010. Previously she was the PA to the Private Equity team at Old Mutual Investment Group for 8 years.

Nomawanda Mpiyane

Nomawanda Mpiyane

Operational Assistant [B.Comm, Higher Certificate in Financial Mkts and Instruments]

Nomawanda is responsible for portfolio administration as well as other operational tasks relating to the funds. She joined the SIM Global team in September 2012 after being co-owner and financial director of Myoli Promotions for 5 years. Prior to this she was employed with Sanlam Investment Management for 5 years as a client service officer responsible for the accounts of large institutional clients.

Nora Geldenhuys

Nora Geldenhuys

Client & Communication Officer [ND Personnel Management, Higher Certificate in Financial Mkts & Instruments]

Nora is responsible for all client service and marketing related functions. Nora joined Sanlam Investment Management from Plexus Asset Management in 1998. She started her career at SIM in the Equity Research department reporting directly to head of research. Over the next 6 years she held positions in the Strategic Development and Marketing Departments. Nora joined the SIM Global team in August 2004.

Stacy Renecke

Stacy Renecke

Research Assistant [B.Acc(Hons), B.Comp]

Stacy is responsible updating financial models and assisting with research on Global Financial stocks. Stacy is a Sanlam bursary holder and worked as a financial controller at Sanlam while completing her honours degree. She completed her articles at Mazars in 2011. After a short stint as internal auditor at Sanlam, she grabbed the opportunity to joining the SIM Global team as a research assistant in October 2011.

Russell Morse

Russell Morse

Global Trader [Matric]

Russell is responsible for all daily trading on the funds. He joined Sanlam Investment Management from Coronation Asset Management in 2006 where he worked as an equity trader.

 Media

 

 

Global Insightshttp://www.sanlaminvestments.com/simglobal/Pages/global-insights.aspxGlobal Insightshttp://www.sanlaminvestments.com/SIBannerImages/Absolute Returns (MM)_1920x226.jpg?RenditionID=5, /SIBannerImages/Absolute Returns (MM)_1920x226.jpg?RenditionID=5
Market Reviewhttp://www.sanlaminvestments.com/simglobal/Pages/market-review.aspxMarket Reviewhttp://www.sanlaminvestments.com/SIBannerImages/Absolute Returns (MM)_1920x226.jpg?RenditionID=5, /SIBannerImages/Absolute Returns (MM)_1920x226.jpg?RenditionID=5

Contact Us

If you are as serious about offshore investments as we are, then we should be talking.
Contact:

SIM Global Client Services

E-mail: simglobal@sanlaminvestments.com
Telephone: (+27 0) 950 2633
Fax: (+27 0) 866 755004

Physical address
Sanlam Investment Management (Pty) Ltd Reg no 1967/011973/07
55 Willie van Schoor Avenue
Bellville, 7530
South Africa

Postal address
Private Bag X8
TygerValley, 7536
South Africa

Sanlam Investment Management (Pty) Limited is authorised as a Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act No 37 of 2002.

Sanlam Life Insurance is a licensed financial service provider.
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