Pooja Tanna

Head-Fixed Income Invts at

Perpetua Investment Managers (Pty) Ltd.

Finance

Consumer Services

Profile

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.

Pooja Tanna active positions

Companies	Position	Start
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

All active positions of Pooja Tanna

Former positions of Pooja Tanna

Companies	Position	End
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.	Portfolio Manager-Equities	01/07/2023

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Linked companies

Private companies	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