M&G further strengthens its investment team with the appointment of Unathi Loos and bids farewell to retiring Simon Kendall

Simon Kendall

Unathi Loos

Ross Biggs

Marius Botha

M&G Investments is pleased to announce the appointment of Unathi Loos as the new Portfolio Manager at M&G Investments, effective July 1, 2024.

This follows the retirement of esteemed Portfolio Manager Simon Kendall after a successful 25-year career in the financial services industry, with 13 of those years spent at M&G Investments.

Kendall's invaluable contributions and experience have elevated our investment team and processes throughout his tenure, including his role as co-Portfolio Manager of the acclaimed and award-winning, Nedgroup Investments Mining & Resource Fund.

During the overlap period from 1 July until the end of August 2024, Kendall and Loos will embark on a hand over to ensure a seamless transition.

Loos joins M&G from NinetyOne and will take over the resource mandates (previously managed by Kendall) alongside co-portfolio managers, Ross Biggs (CIO: Equities) and Aeysha Samsodien (Portfolio Manager).

Unathi brings over 16 years of financial services experience, with expertise in managing resource, balanced, and general equity strategies. Her outstanding track record of delivering strong returns and her deep understanding of the resources sector make her a valuable addition to the team. Her qualifications include an MBA and a Post-Graduate Diploma in Business Administration from the University of Cape Town and is a CFA Charterholder.

CEO, Marius Botha, said: “We wish to thank Simon for his years of dedicated service and enormous contribution to the success of the team. Concurrently, we welcome Unathi to the M&G team. Her experience and expertise will bolster the team’s efforts in managing client mandates. This strategic move forms part of our talent acquisition process in securing highly skilled and seasoned professionals coupled with our commitment to building strong and diverse teams geared to deliver optimal investment outcomes for
clients”.

CIO: Equities, Ross Biggs, said: “We’re enthused to have Unathi join our team as she brings a wealth of strong investment expertise, a unique skill set in managing resource mandates and a successful track record. As M&G follows a team-based approach, we envision a smooth transition and ease of continuity in delivering on client mandates”.