Richard (Jerry) Haworth B.Bus.Sc, ACMA
Principal, CIO
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Jerry has a 24 year career in the financial markets. He was instrumental in the establishment of the futures and options market in South Africa. He served as an Executive Member of the South African Futures Exchange. He also traded government bonds for a large discount house before being appointed Head of Equity Derivatives for one of South Africa’s largest and most successful merchant banks, Investec Ltd.
In 1996, Jerry founded Peregrine Holdings Ltd. The company offered a range of services including stock-broking, futures and options broking, pension fund structuring and financial software development to South Africa’s large financial institutions but its main niche was designing derivative strategies for institutional clients normally packaged as a structured note. Peregrine enjoyed phenomenal early success under his management culminating in a stock exchange listing in 1998 in which the value of the company soared over 400% on IPO. In March 2001, Jerry founded 36 South Investment Managers Ltd and is approved by the FSA to perform a controlled function.
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Richard Hollington B.Bus.Sc, CAIA
Principal, Portfolio Manager
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Richard has 23 years experience in the financial markets, specifically specialising in derivatives. He established the foreign exchange options desk at First National Bank in South Africa (the country's second largest bank) and became the country's first market maker in Rand/Dollar options.
Richard extended the foreign exchange business to incorporate gold hedging for the South African mining houses and market making in long dated currency options for corporate hedging. He was also instrumental in establishing a Rand interest rate swaps desk and a commodity trading desk for the bank.
Richard emigrated to Australia in 1997 and helped to set up the gold derivatives desk at Commonwealth Bank in Sydney. He left CBA to move to New Zealand and began trading with Jerry until formalising 36 South in March 2001. Richard is approved by the FSA to perform a controlled function.
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Anthony Limbrick M.App.Fin, CAIA
Principal, Portfolio Manager
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Joining 36 South in March 2006, Anthony has 22 years experience in the financial markets working for a variety of global financial organisations including Deutsche Bank (formerly Bain & Co.) and HSBC in Sydney, Credit Lyonnais in Tokyo, and Bank of New Zealand in Wellington as well as his own firm specialising in uncorrelated investment strategies. Experience lies across directional and relative value trading, fixed income and credit, foreign exchange, commodities and derivatives. Anthony has substantial experience in quantitative analytical research. Anthony is currently Chairman of the New Zealand Absolute Return Association (NZARA), the organisation representing the alternative investment management industry in New Zealand. Anthony holds a Master of Applied Finance degree from Sydney’s Macquarie University as well as the Chartered Alternative Investment Analyst certification.
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Maya A.Z Rodriguez B.A, MSc.
Head of Investor Relations and Business Development
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Maya joined 36 South from Barclays Global investors (“BGI”) where she was an investment strategist with the Client Solutions Group. Prior to that Maya was a member of the Financial Institutions Group at BGI, where she took a lead role in marketing and selling BGI’s investment capabilities to wealth managers in the UK, Europe & the Middle East. Maya joined BGI in 2006 from HSBC Private Bank (UK), where she worked as a Private Client Executive within the Europe & Middle East team.
Maya received her B.A in Economics at the American University of Beirut (AUB), Lebanon, and holds an MSc. in Banking and International Finance from Cass Business School, London.
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Michael Tasker B.Bus.Sc
Chief Operating Officer
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After graduating with a Bachelor of Business Science degree from Rhodes University in South Africa at the end of 2002, Michael managed a foreign exchange transfer company in Zimbabwe before moving to New Zealand at the end of 2003.
Michael then worked as the Sales and Business Development Manager for an HR Consulting company in Auckland before joining 36 South in April 2006. He has passed the US National Commodity Futures Examination (Series 3) and is approved by the FSA to perform a controlled function.
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Monique Le Roux B.Sc.
Settlements and Operations
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Monique has 15 years experience in the insurance and finance industry. After moving to New Zealand in 1994, she worked for AMP (a large insurance and wealth management company) before joining 36 South Investment Managers where she is responsible for the settlements, accounts and administrative functions of the company.
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Catherine Pollock B.Com, B.HSc
Investor Relations & Business Development
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Catherine graduated from the University of Auckland with a Bachelor of Commerce and Bachelor of Health Science in 2004 before moving to London and working for the NHS as an office manager. She returned to Auckland and joined 36 South in a temporary role in 2006. From early 2007 she worked for Macquarie Private Wealth as an advisor assistant before returning to London in October 2008 where she was with GLG Partners in a client services role until returning to 36 South in May 2009. Catherine has passed the US National Commodity Futures Examination (Series 3).
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Jamie Evans B.A
Operational Analyst
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Jamie joined 36 South in June 2011 from the Royal Bank of Scotland where he gained operational knowledge over the last 2 years on the fixed income side of the business. While at RBS he managed trade settlements on different European markets and was also selected to support the transition of the European and emerging markets to the Mumbai office, Prior to that Jamie undertook an internship at UBS on the equity flow derivatives Trade Support team. Jamie graduated from Dublin Institute of Technology (D.I.T) with a Bachelor of Arts in International Business and Languages in May 2008.
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Mark Gibbs B.A (Hons)
Trading Assistant
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After obtaining a degree in history and a graduate diploma in law, Mark spent nearly two years working in the treasury and operations department for a steel trading house. His main involvement was with the scrap metal trade involving shipments in containers mainly from east to west. This enabled him to gain experience in the Indian, US and Far Eastern markets, as well as having a financial focus in Europe. He joined 36 South in January 2012.
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Dorota Holowiak
Compliance Assistant
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Dorota joined 36 South in December 2011 from an internship with Soditic Asset Management where she gained general knowledge on the financial services monitoring practice. While at Soditic she conducted compliance monitoring tests on all operations of the business and was also engaged in staff training and competency requirement oversight. Prior to that Dorota was employed by UCL where, among others, she dealt with the regulatory requirements in the context of education. She has passed two CISI Investment Operations Certificate (IOC) exams and is a student member of CISI.
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Hamish Limbrick B.C.M
Manager Information Systems
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Hamish Limbrick has over 13 years experience in information systems and has previously overseen IT deployments in the trading environments of many of the world’s largest financial institutions including Goldman Sachs, Deutsche Bank, Enron, Bear Stearns and Cazenove.
Hamish designed and implemented the trading and operational systems for start-up hedge fund manager Pure Capital Limited, of which he is still a Director.
Hamish has a Bachelor of Commerce and Management (Finance and Computing) from Lincoln University, is a Microsoft Certified Systems Engineer and holds technical certifications from Cisco Systems and Novell. Hamish has also achieved the US National Commodity Futures Examination (Series 3) and Branch Manager's Examination (Series 30).
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