![Pooja Tanna](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pooja Tanna
Head-Fixed Income Invts chez
Perpetua Investment Managers (Pty) Ltd.
Profil
Ms. Pooja Tanna is a Portfolio Manager at Perpetua Investment Managers (Pty) Ltd. She joined the firm in July 2023.
She has over 18 years financial services experience of which the past 17 years has been spent directly in the field of fixed income.
Ms. Tanna was previously employed as a Portfolio Manager by Old Mutual Customised Solutions (Pty) Ltd.
She received her undergraduate degree from the University of Pretoria.
Postes actifs de Pooja Tanna
| Sociétés | Poste | Début |
|---|---|---|
Perpetua Investment Managers (Pty) Ltd.
 Perpetua Investment Managers (Pty) Ltd. Investment ManagersFinance Perpetua is a disciplined value investor that aims to preserve capital and generate excellent investment returns over the long-term. Their investment philosophy is centered on the bottom-up, fundamental research of companies. They seek out mispriced, undervalued companies and invest with a long-term and patient view. Perpetua’s investment process ensures they invest according to the convictions of their research, not to benchmarks. | Head-Fixed Income Invts | 01/07/2023 |
Anciens postes connus de Pooja Tanna
| Sociétés | Poste | Fin |
|---|---|---|
Old Mutual Customised Solutions (Pty) Ltd.
 Old Mutual Customised Solutions (Pty) Ltd. Investment ManagersFinance Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Formation de Pooja Tanna
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Pretoria
 University of Pretoria Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Old Mutual Customised Solutions (Pty) Ltd.
Old Mutual Customised Solutions (Pty) Ltd. Investment ManagersFinance Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension. | Finance |
Perpetua Investment Managers (Pty) Ltd.
Perpetua Investment Managers (Pty) Ltd. Investment ManagersFinance Perpetua is a disciplined value investor that aims to preserve capital and generate excellent investment returns over the long-term. Their investment philosophy is centered on the bottom-up, fundamental research of companies. They seek out mispriced, undervalued companies and invest with a long-term and patient view. Perpetua’s investment process ensures they invest according to the convictions of their research, not to benchmarks. | Finance |
