Sean is the Head of Investments at Morningstar Investment Management South Africa. He joined the business in July 2021. He is responsible for Morningstar South Africa’s domestic and global portfolios and oversees the firm’s entire investment capability and strategy. While based in the Cape Town office, he is part of the Global Investment team and is responsible for bringing best practice investment ideas to the South African business and its clients. Sean oversees a team of four investment team members in the South African office. He reports to Mike Coop, Chief Investment Officer, EMEA and Dan Kemp, Chief Research and Investment Officer for Morningstar Wealth.

Sean began his career at the FirstRand Group in 2003 where he was responsible for credit research on unlisted companies. In 2008, he moved to a specialised lending and leveraged finance division within the group. In 2011 he was contracted to the investment management business of ABSA Wealth where he was responsible for the structuring of private debt transactions.

Sean joined Regarding Capital Management in 2012 as a credit analyst and portfolio manager with a focus on researching global fixed income. In 2016 he worked as an investment analyst at Sanlam Investment Management before co-founding Perspective Investment Management in 2017 where he served as an executive director and fund manager. Before joining Morningstar, Sean worked with the University of Cape Town for a year, managing Impact and Private Equity investments across the Health Sciences, Biotechnology and Education sectors.

Sean obtained his PhD from UCT in 2023 researching fundamental investment strategies across global bond and equity markets. He also holds undergraduate degrees in Economics and Information Systems as well as postgraduate Finance Honours and Masters’ degrees from UCT. Sean has over 19 years’ experience in the financial services industry.