As a highly skilled, professional and diverse team, we are committed to investing your money responsibly, to make an impact on society.

Meet Bradley, Chief Investment Officer

Brad joined Mergence Investment Managers in 2005, shortly after the firm’s inception, to work as part of the absolute return team. He joined Mergence on completion of his MSc in Financial Mathematics from UCT with distinction for his thesis on derivative pricing.

Brad was appointed as Joint Managing Director in November 2019. In September 2021 his role was specialised into Chief Investment Officer as part of high-level changes to the Mergence executive leadership team to meet the company’s strong growth. Brad is also a Portfolio Manager of the Mergence Global Balanced Fund, the Mergence CPI+4 Fund as well as the Mergence CPI+5 Fund. He has strong views on responsible investing and has conducted detailed research on carbon disclosure, the wage gap, and proxy voting, among other topics. He is also passionate about shareholder activism to unlock value for investors. Many top journalists have come to appreciate his concise and insightful comment.

B Sc (Mathematics and Statistics), 2002, University of Cape Town
M Sc (Financial Mathematics), 2004, University of Cape Town, with distinction