![Ian Liddle](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>)
Profile
Mr. Ian Liddle, CFA, is Chairman at Allan Gray Unit Trust Management (RF) (PTY) Ltd. He joined Allan Gray in 2001 as an Equity Analyst after several years as a Management Consultant.
He managed a portion of client equity and balanced portfolios and was the Chief Investment Officer from 2008 until 2016.
Mr. Liddle graduated from University of Cape Town.
Ian Liddle active positions
| Companies | Position | Start |
|---|---|---|
Allan Gray Unit Trust Management (RF) (PTY) Ltd.
 Allan Gray Unit Trust Management (RF) (PTY) Ltd. Investment ManagersFinance Allan Gray UTM is an active, value-oriented investor which aims to build long-term wealth for clients by managing portfolios invested in global equity, South African fixed-income, real estate and money-market instruments, through traditional and balanced funds, as well as fund of funds. The firm's equity investment strategy is research driven and based on bottom-up stockpicking. They use quantitative models to screen markets and short-list investment opportunities, which the firm's analysts then assess individually using proprietary fundamental qualitative research. They aim to identify companies trading at a discount to their intrinsic value. As a fixed-income investor the firm focuses on South African securities including bonds, loan stock, debentures and fixed deposits. | Chairman | 01/01/2016 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Allan Gray Unit Trust Management (RF) (PTY) Ltd.
Allan Gray Unit Trust Management (RF) (PTY) Ltd. Investment ManagersFinance Allan Gray UTM is an active, value-oriented investor which aims to build long-term wealth for clients by managing portfolios invested in global equity, South African fixed-income, real estate and money-market instruments, through traditional and balanced funds, as well as fund of funds. The firm's equity investment strategy is research driven and based on bottom-up stockpicking. They use quantitative models to screen markets and short-list investment opportunities, which the firm's analysts then assess individually using proprietary fundamental qualitative research. They aim to identify companies trading at a discount to their intrinsic value. As a fixed-income investor the firm focuses on South African securities including bonds, loan stock, debentures and fixed deposits. | Finance |
- Stock Market
- Insiders
- Ian Liddle
