Ursula Maritz
About
Ursula Maritz is from City of Cape Town, Western Cape, South Africa. Ursula is currently CIO, Portfolio Manager and Director Southern Charter Fund Managers at Southern Charter.
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Ursula Maritz's current jobs
• Manage the overall investment process of our Multi Management business and a team of research analysts. • I head up the our asset allocation and manager selection process which is focused on delivering alpha for our range of risk profiled solution funds, local and global. • Portfolio management responsibilities for our multi-managed funds. This includes portfolio construction, monitoring, optimising asset allocation to meet targeted returns, tactical asset allocation calls and client investment relationship. These funds have won a number of Morningstar and Raging Bull awards. • Conduct investment reportbacks to our institutional clients and high net worth clients • Write regular quarterly clients reports and factsheets commentary • Present at a number of external conferences as opportunities occur - Mining Indaba , AMCE conferences on Asset Allocation and investment Strategy