Sandy Le Roux
Founder at Baobab Investment Management (Pty) Ltd.
Profile
Mr. Sandy Le Roux is an Investment Manager at Baobab Investment Management (Pty) Ltd.
He has been in the financial services industry for over twenty two years, with over nineteen years of fund management experience.
His strong belief in the merits of a sensible investment approach built on sound value investing principles is what led to the formation of Baobab, to provide a fundamental value driven portfolio management service in an industry that is becoming increasingly index-driven and short-term focused.
Prior to Baobab Investment Management, Mr. Le Roux was a director of Personal Trust International business for twelve years and a member of the executive committee for five years.
More recently he joined Counterpoint Asset Management and set up the Counterpoint Private Capital division which evolved into Baobab.
He has extensive experience in managing asset allocation and equity funds both domestically and internationally.
Sandy Le Roux active positions
| Companies | Position | Start |
|---|---|---|
Baobab Investment Management (Pty) Ltd.
 Baobab Investment Management (Pty) Ltd. Investment ManagersFinance Baobab Investment Management (Pty) Ltd. (Baobab) is an independent, owner-managed boutique investment management firm headquartered in Claremont, South Africa. The firm was founded by Sandy Le Roux in 2018. Baobab provides investment solutions for individual and institutional clients. | Founder | 31/12/2017 |
Former positions of Sandy Le Roux
| Companies | Position | End |
|---|---|---|
Merchant West Investments (Pty) Ltd.
 Merchant West Investments (Pty) Ltd. Investment ManagersFinance Merchant West Investments (Pty) Ltd. is a boutique asset management company founded in 2012, based in Cape Town, ZA. The South African company has subsidiaries in the United Kingdom and South Africa. Merchant West Investments is a multi-strategy asset management business that places the highest priority on the stewardship of clients' assets. The private company offers a range of investment strategies, including the Value Fund and the SCI Property Income Fund, which provide long-term capital growth and high income returns, respectively. The company's controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Paul Stewart has been the CEO of the company since 2020. | Portfolio Manager-Equities | - |
Personal Trust (Pty) Ltd.
 Personal Trust (Pty) Ltd. Investment ManagersFinance Personal Trust International Ltd. (Personal Trust) is an independent trust and investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1980 and merged with Sterling Private Wealth in 2010. Personal Trust provides personal, professional investment management, financial planning and ancillary financial services to clients and their families. Their product offering covers the full spectrum of asset classes and risk profiles, both locally and offshore. Personal Trust offers an in-house local and offshore range of unit trusts and access to an approved list of external unit trust funds. | Director/Board Member | - |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Personal Trust (Pty) Ltd.
Personal Trust (Pty) Ltd. Investment ManagersFinance Personal Trust International Ltd. (Personal Trust) is an independent trust and investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1980 and merged with Sterling Private Wealth in 2010. Personal Trust provides personal, professional investment management, financial planning and ancillary financial services to clients and their families. Their product offering covers the full spectrum of asset classes and risk profiles, both locally and offshore. Personal Trust offers an in-house local and offshore range of unit trusts and access to an approved list of external unit trust funds. | Finance |
Merchant West Investments (Pty) Ltd.
Merchant West Investments (Pty) Ltd. Investment ManagersFinance Merchant West Investments (Pty) Ltd. is a boutique asset management company founded in 2012, based in Cape Town, ZA. The South African company has subsidiaries in the United Kingdom and South Africa. Merchant West Investments is a multi-strategy asset management business that places the highest priority on the stewardship of clients' assets. The private company offers a range of investment strategies, including the Value Fund and the SCI Property Income Fund, which provide long-term capital growth and high income returns, respectively. The company's controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Paul Stewart has been the CEO of the company since 2020. | Finance |
Baobab Investment Management (Pty) Ltd.
Baobab Investment Management (Pty) Ltd. Investment ManagersFinance Baobab Investment Management (Pty) Ltd. (Baobab) is an independent, owner-managed boutique investment management firm headquartered in Claremont, South Africa. The firm was founded by Sandy Le Roux in 2018. Baobab provides investment solutions for individual and institutional clients. | Finance |
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