Lodestar launched in 2015 and has since aggressively grown the business into an investment management firm.
Our firm offers SA Equity and Global Equity Strategies. Both aim to enhance long-term market performance in a reliable and predictable manner. The business has 10% black-female ownership, is BEE Level 1 and is spearheaded by Reza Khan and supported by an experienced team of Nadeema Levy, Mthokozisi Masuku and Khulekani Dlamini as a non-executive director.
Lodestar is a South African boutique investment management firm. It is independent, owner-managed and was launched in 2015. It is our strong belief that our focus needs to align to that of the needs of our investors. We don’t believe in making forecasts or predicting the future, instead we focus on the elements of investing that we can rely upon or control and we manage the risks that our clients are exposed to using scientific principles.
We charter our own course
Reza Khan started his investment career in 1999 and spent eleven years working in the hedge fund industry. He has a strong quantitative background and gained valuable experience operating in sophisticated investment environments. This experience and skill set allowed him to develop and implement innovative smart beta investment strategies. Reza holds a master’s degree in mathematical statistics from the University of Cape Town and is a CFA charter holder.
Lodestar was established by Reza Khan on the back of fifteen years’ experience in the area of quantitative investment management. This experience includes the designing, building and running of hedge fund investment processes, hedge fund management, long-only fund of fund management and risk management in the hedge fund industry.
Nadeema joined Lodestar Fund Managers in September 2021 as its Chief Operating Officer (COO). Prior to this, she spent 13 years at Fundhouse, a leading discretionary fund manager, where she was Head of Finance & Compliance. In addition, she also spent time on project execution and training, ensuring excellent delivery of client requirements. Between 2004 and 2007 she was the financial manager at Regarding Capital Management and worked at Nedgroup Investments as an accountant in the retail unit trust area, after completing her articles at Deloitte in 2002.
Mthokozisi Masuku started his investment career in 2015 in the hedge fund industry. He gained further experience in data analysis and offshore fund manager research. Mthokozisi is a member of the Lodestar investment team and is responsible for investment research, data management and analysis. He holds a PhD in Mathematical Physics from the University of Witwatersrand.
Khulekani Dlamini is a non-executive director of Lodestar Fund Managers and runs KD Capital and Lwembu Group. He started his investment career in 2000 at Investec Asset Management. He was one of the founders of Afena Capital where he was Head of Research and later appointed as CEO. Khulekani holds a master’s degree in aeronautical engineering and has recently completed his MPhil in Development Finance from Stellenbosch Business School.