PEOPLE

Gwen Hofmeyr

Founder, Senior Analyst

Gwen has worked in the industry as an equity research analyst for eight years, at both the corporate and the family office level. He specializes in analyzing and investing in cyclical industries, like promotional products, regional banks, car dealers, analog sensors, cranes, building materials, and casual fashion, with expertise in income trusts and residential supermarkets a counter-cyclical twist. He is region agnostic.

Swen Lorenz

Advisor

Swen is as well known as he is liked, with over 20 years' experience analyzing off-the-beaten path securities across the globe. His blog, Undervalued Shares, is renowned as providing some of the most unique reporting in the industry, while his events are attended far and wide. In addition, Swen is the CEO of Sarnia Asset Management, whose Global Alpha Fund has generated 24.1% net returns p.a. over the past 24 years.