Investec’s George to speak on natural resources in Milan
Bradley George (pictured), head of Commodities & Resources and portfolio manager at Investec Asset Management, is set to take part in the InvestmentEurope Fund Selector Forum Italy, in Milan on 5 November.
George will discuss how volatility and valuation lead to opportunity in commodities if an active management approach is taken.
“Commodities and resource equities have increasingly attracted attention over the past decade as acceleration in demand growth, driven by emerging markets, has led to increased investment in the asset class. However, this renewed interest has reignited debate about the best ways to get exposure and generate returns from the asset class whilst benefiting from diversification and a perceived lack of correlation.
“Commodities include four major and very diversified sub-sector groupings: energy; precious metals; base and bulk metals; and agricultural and soft commodities,” Bradley will argue.
Bradley is the head of Commodities & Resources at Investec Asset Management having been appointed to this role in 2006.
He joined the firm after spending seven years at Goldman Sachs where he worked as an executive director in the Commodity Division. Prior to this, he worked in the Goldman Sachs Investment Banking Division on natural resources M&A transactions in both London and South Africa. Previously, he spent three years at KPMG in the Financial Services Division within the Treasury Advisory Group, offering clients consultancy advice on financial derivatives risk management.
Bradley graduated from the University of Cape Town with an honours degree in Business Science in 1994. He completed his Post Graduate Diploma in Accounting (PGDA) from the University of Cape Town in 1995. In 1998 he was awarded the Chartered Accountant designation CA (SA).