Profil
Mr. Stephen C.
Mildenhall, CFA CA, is Founder & Chief Executive Officer at Contrarius Investment Advisory Ltd.
Mr. Mildenhall has more than 10 years’ previous investment experience with Allan Gray Limited (AGL), an investment management firm in South Africa.
Having joined AGL in 1997 as an Equity Analyst, he was appointed a Portfolio Manager in 1999 and a Director in January 2000.
Mr. Mildenhall was made Chief Investment Officer on April 2001.
As the Chief Investment Officer, he was ultimately responsible for the investment performance of the firm and the management of the investment team.
He resigned from AGL at the end of February 2008 and relocated to the United Kingdom to establish Contrarius Investment Advisory Limited (CIAL).
At the time of his departure from AGL, it had approximately $30 billion under management, primarily in equities.
He holds a Bachelor of Communications with Honours degree.
He is a Chartered Financial Analyst holder and is also a Chartered Accountant.
Postes actifs de Stephen Craig Mildenhall
| Sociétés | Poste | Début |
|---|---|---|
Contrarius Investment Advisory Ltd.
Contrarius Investment Advisory Ltd. Investment ManagersFinance CIAL is a long-term, valuation-based investor that determines the intrinsic value of each security in which it invests based on business fundamentals, future earnings of the company and by performing proprietary bottom-up research. The larger the discount at which a company’s shares trade to the underlying intrinsic value of the shares, the more attractive the stock. When discounted shares reach their underlying intrinsic value, the firm sells them. While CIAL does not invest on the basis of sectors, it has for some time found attractive opportunities in the consumer discretionary and technology sectors. The firm performs seeking to determine the intrinsic value of investments. | Directeur Général | 30/04/2008 |
Anciens postes connus de Stephen Craig Mildenhall
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur de la Recherche - Actions | 20/02/2008 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Contrarius Investment Advisory Ltd.
Contrarius Investment Advisory Ltd. Investment ManagersFinance CIAL is a long-term, valuation-based investor that determines the intrinsic value of each security in which it invests based on business fundamentals, future earnings of the company and by performing proprietary bottom-up research. The larger the discount at which a company’s shares trade to the underlying intrinsic value of the shares, the more attractive the stock. When discounted shares reach their underlying intrinsic value, the firm sells them. While CIAL does not invest on the basis of sectors, it has for some time found attractive opportunities in the consumer discretionary and technology sectors. The firm performs seeking to determine the intrinsic value of investments. | Finance |
















