We Welcome You

Éxito Investment Managers (Reg no 2020/432664/07) is an authorised Financial Services Provider (FSP no 51399)

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Éxito

INVESTMENT MANAGERS

We Welcome You

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About us

Éxito provides investment management services to institutional investors as well as retail clients. We specialise in hedge funds and our investment team has been in the financial industry for over twenty years.

At Éxito, meaning “Success” in Spanish, we believe there is no formula for success, but rather that it takes:

  • Time
  • Focus
  • Passion

Our Success

Based on our historical performance of over ten years, our “Success” is that we have been able to:

  • Generally, preserve capital in falling equity markets Read More
  • Demonstrate our ability to make money in sideways equity markets
  • Significantly outperform our benchmark Read More

Our team has been nominated for and won hedge fund awards in our industry for multiple years.

Meet Our Team

Walker naudÉ

Founding Partner
Walker Naudé, CFA BCom (Act Sci) has over 20 years’ experience in the financial services industry where he was exposed to all major areas such as the valuation of pension / provident funds, investment consulting, quantitative analysis in the stockbroking industry and asset management as a hedge fund manager
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Leonard Steenkamp

Founding Partner
Leonard Steenkamp completed his articles in 1992 with Deloitte & Touche as an accountant after obtaining B.Com Hons. (CTA) with the University of Johannesburg (RAU) in 1990. He was Senior Manager in the Risk Management department with the Nedcor Group for five years (1993 – 1998)
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Wg Round PP

Wayne Gray

Portfolio Manager
Wayne Gray Wayne is a seasoned hedge fund manager with over a decade of experience. He specializes in portfolio management, asset allocation, and strategy development, with expertise in quantitative modeling, technical analysis, and trade execution. His efforts have contributed to successful fund launches and awards.
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Duke Erlank

Portfolio Manager
Duke Erlank (CA) SA, CFA After completing his articles in 1998, Duke began trading at AMB Capital in 2000. He managed successful funds with consistent returns before co-founding G3 Fund Management in 2010. Now, he has focused mainly on managing as well as consulting to family offices with a specific focus on offshore markets and global macro economics.
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Martin van Zyl

Operations Manager
Martin van Zyl has in excess of 20 years’ experience in the financial markets specialising in operations, compliance and administration of company and client accounts
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Laurett Jardim

Business Strategist
Laurett Jardim has in excess of 20 years’ experience in the investment industry in both the institutional and retail markets. She has an honors degree in Economics
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Debra Oldjhon

Office Manager
Debra Oldjohn has been with the team for 25 years and plays a key role as the office manager. She assists the team with day-to-day tasks, providing invaluable support and ensuring the team's sanity remains intact. Her experience adds tremendous value to the team.

our partners

We are proud to partner with a number of leading global organizations to harness our collective strengths to achieve a win-win relationship for everyone involved.

Our alliance to combine resources and expertise creates great value and mutually benefiting synergies in our thinking to our clients and investors.

Our collaborative skills mastery unlocks value by leveraging off our strengths to support the implementation of our work

View our Partners

We believe the strength of our partnerships is based on our shared core values and vision on how we operate. Our core values are:


Accountability


Loyalty


Accountability


Loyalty


Commitment 


Reliability


Commitment 


Reliability

Ethics

Social responsibility

Ethics

Social responsibility

Integrity

Trust

Integrity

Trust

“Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing”

– Robert Kiyosaki

OUR PASSION

At Éxito, we care deeply for the snow leopard and we are a member of the World Wide Fund for Nature (WWF), the world’s leading independent conservation organisation. Further, we also contribute to the Snow Leopard Trust.

The snow leopard is listed as vulnerable on the International Union for Conservation of Nature’s (IUCN) Red List which is a major cause for concern as vulnerable species are considered “to be facing a high risk of extinction in the wild”.

The snow leopard (Panthera uncia) is found in Central Asia and they prefer to live in rugged mountainous, cliffs, rocky outcrops and steppe terrain, among crags and tough, shrubby vegetation. Central Asia is bounded on the north by Russia and on the south by Iran, Afghanistan and China. The region consists of the former Soviet republics of Kazakhstan, Uzbekistan, Tajikistan, Kyrgyzstan and Turkmenistan).

They are more closely related to the tiger despite being called the snow “leopard” and they can’t roar.

They live in high altitudes with elevations of 3000 to 4500m. Snow leopards are perfectly adapted to their home as their fur keeps them well insulated in cold weather and it can be 5cm long on their back and sides and almost 12cm long on their belly. Their fur-covered feet act as natural snowshoes and help them to distribute weight over the soft snow.

The snow leopard is arguably the most accomplished mammalian jumper. When hunting,  they can leap horizontally a distance of up to 15 meters and 6 meters in height. It also has the most flexible spine in the animal world which can bend or stretch or shorten like rubber. When landing, they have natural dumpers in the sole of their legs and with their natural dense fur armour, it help to protect them from injury.

They have extremely long tails with up to 90% of head-to-body length which acts as a balancing organ when leaping between rocks and steep slopes. It also helps to insulate their paws and head from cold at these high altitudes when resting.

Their prey includes the ibex (sure-footed, sturdy wild goat), argali (the largest living wild sheep and is a Mongolian word for “ram”) and bharal (a wild Himalayan sheep that’s also called blue sheep referring to their bluish sheen on their coats and they are actually more closely related to goats).

The snow leopard’s range spans roughly 800,000 square miles across 12 countries in some of the world’s most rugged terrain, making it very difficult to study the species as a whole. Despite this large range, scientists estimate that there may only be 4000 to 6000 snow leopards left in the wild. Less than 2% of the species’ range has ever been sampled for abundance using reliable techniques.

 

Contact Us

  • Tel: +27 (0) 10 541 1839
  • Phone: +27 (0) 83 456 7220
  • Email: info@exitoim.co.za
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Visit Us

  • Address: Waterfall Country Estate
  •                      Midrand, South Africa
  • Website:  www.exitoim.co.za

Contact Us

  • Tel: +27 (0) 10 541 1839
  • Phone: +27 (0) 83 456 7220
  • Email: info@exitoim.co.za
BOTTOM

Visit Us

  • Address: Waterfall Country Estate
  • Midrand, South Africa
  • Website:  www.exitoim.co.za

It's time to focus on your passion

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Walker naudÉ

Walker has over 20 years’ experience in the financial services industry where he was exposed to all major areas such as the valuation of pension / provident funds, investment consulting, quantitative analysis in the stockbroking industry and asset management as a hedge fund manager

Walker started his career at Glenrand MIB Benefit Services as Actuarial Assistant after completing his B.Com Actuarial Science degree at the University of Pretoria. There he was exposed to the liability side of pension funds. He then moved on to BrockhouseCooper SA where he gained valuable insight into investment consulting which included manager search and selection for large corporate and parastatal pension funds

In 2003 Walker became a CFA Charterholder and moved onto quantitative analysis at Cazenove. Here he became a highly rated quantitative analyst as measured by the Financial Mail. He was also part of the top-rated strategy team at Cazenove. Walker then moved to Nedbank (Nedcor) Securities where he furthered his quantitative research of equity share selection in the South African market and also managed proprietary capital for the bank

In 2006, Walker joined to T-Capital where he joined a client to co-manage a hedge fund on a market neutral strategy

In 2009, Walker was offered the opportunity to manage the long / short hedge fund at X-Chequer Fund Management. Walker was nominated and received various awards in the industry over the years. He has successfully managed hedge funds for over ten years and have grown managed assets to over R1bn in the Johannesburg office

Leonard Steenkamp

Leonard completed his articles in 1992 with Deloitte & Touche as an accountant after obtaining B.Com Hons. (CTA) with the University of Johannesburg (RAU) in 1990.  He was Senior Manager in the Risk Management department with the Nedcor Group for five years (1993 – 1998)

Leonard further went on to complete his Diploma Financial Markets at the University of Johannesburg (RAU) in 1995   In 1998, Leonard joined E.W. Balderson stockbrokers as Financial Manager and became Financial Director for Tradek (listed company) who bought E.W. Balderson in 2000. Leonard became CEO of the T-Sec Group (former Tradek) in October 2005 until March 2009

He was instrumental in setting up Argon Asset Management (Pty) Ltd in 2003 (long only fund managers) which was sold to the individual fund managers in 2006

Leonard was instrumental in establishing T-Capital Asset Management (Hedge Fund business) in 2005, consisting mainly of three different hedge funds with different methodologies and strategies with collective assets under management of R500m

At T-Sec, Leonard was Instrumental in creating a substantial private client stockbroking business with assets under administration totaling R10 Billion. Tradek and PSG online stockbrokers pioneered the online trading environment from 2000 to 2009

The T-Sec (Tradek) private client business was purchased in March 2009 by the PSG Group. Leonard then consulted to the stockbroking and asset management industries until 2014

Leonard joined X-Chequer Fund Management in September 2014 as a Fund Manager in the Long Short unit

Wayne Gray

With over a decade of experience in hedge fund management, Wayne has an outstanding track record of success in the financial services industry. He has held key positions at prominent financial institutions, including ABSA Alternative Asset Management, Prescient Investment Management, and X-Chequer Fund Management. In these roles, Wayne was responsible for portfolio management, asset allocation, and the development of innovative investment strategies. His contributions have been instrumental in the successful launch of new funds, in hedge funds and also global index tracking.

In addition to his extensive experience in fund management, Wayne has a background as a quantitative analyst on the sell side, further enhancing his versatility and expertise. He holds a B.Com. Honors degree in Investment Management, complemented by an undergraduate degree in Mathematics and Computer Science. Wayne’s expertise encompasses a broad range of financial disciplines, including quantitative modeling, technical analysis, and trade execution. 

His demonstrated ability to generate trade ideas, develop cutting-edge strategies, and leverage strong analytical and programming skills makes him an invaluable asset to any financial team.

Duke Erlank (CA) SA, CFA

After completing his articles with Arthur Andersen in 1998, Duke spent two years in corporate finance before started his trading career in 2000 at AMB Capital’s proprietary trading desk. He spent 18 months in Dublin, trading European long /short equities.

Upon his return to South Africa, Duke went about raising capital launching the AMB Market Neutral Fund, which he managed successfully from 2004 to 2010. The had an average annualised net return of 14% and never incurred a negative year. In 2006, he launched the AMB Long / Short Fund which generated an annualised return of 15% net of fees. An offshore fund was also launched out of Dublin to mirror the local Market Neutral Fund. Assets under management in all the funds reached approximately R1.2 billion in 2008. All the funds achieved this performance with volatility significantly lower than the broad market.

In 2010 Duke and two other team members left AMB to start G3 Fund Management with approximately R90 million in seed capital. Assets under management grew steadily to around the R200m. In 2016, the team decided to split up and return the funds to investors.
After 17 years of managing proprietary money and third-party funds, Duke decided to take a break. Since then, he has focused mainly on managing his own portfolio as well as consulting to family offices with a specific focus on offshore markets and global macro economics.

 

Martin van Zyl

Martin van Zyl has more than 20 years experience in the financial markets specialising in operations, compliance and administration of company and client accounts. Having started his career at one of the oldest stockbrokers on the JSE he has extensive knowledge in building and maintaining client relationships and the day-to-day management and administration of client portfolios and proprietary accounts. He has a holistic understanding of the mechanics of financial markets and has worked on various projects with counterparties such as the JSE and other service providers

Martin has worked for both local and international companies and spent three years with the JSE working as a test analyst on a number of projects. Some of his areas of expertise include corporate actions, securities lending and borrowing and the general administration of back and middle office functions

He has been in senior management positions for over 15 years working together with top management to improve company efficiencies and capabilities

Laurett Jardim

Laurett has extensive experience in investment management, private equity, investment consulting, business development and economics. Laurett started her career as an Economist at National Treasury and then joined PIC and Alexander Forbes where she was an investment analyst.

She then joined RisCura where she was the Chief Investment Officer and Head of Business Development with a client base in excess of R450 billion at the time. Laurett consulted to some of the largest pension funds in South Africa including inter alia Telkom, Joint Municipal Pension Fund, Tshwane Municipal Fund, Altron, Concor, SAAB, etc.

Laurett has headed up business development teams and has been part of the executive committees and investment committees at Stanlib, RMB, Efficient Select and Umthombo Wealth. Laurett is also an entrepreneur. She started Analyst that developed investment reporting software for the financial services industry.

Her software is used across Africa. Laurett also started Umthombo Wealth, a BEE asset management company that was built to R2.5 billion over five years. She subsequently sold her shareholding in the company.

Our Business Partners

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Our Success is, our

time,
focus &
passion

At Éxito, we aim to help you have

time to focus on your passion