5 years experience, 1 year at Stenham
Dale joined the Cape Town office in 2021 as a generalist investment analyst, contributing to the research coverage of equity long/short managers. He previously worked at Momentum Asset Management for over 3 years, serving as an equity analyst and assistant to the portfolio managers on a range of unit trusts and segregated mandates. Main responsibilities included conducting equity research across all sectors within the South African market and assisting with asset allocation, risk management and position sizing within portfolios. Dale obtained a Bachelor of Business Science (BBusSci) from Rhodes University in 2017 and more recently completed Level II of the CFA program.