OUR SUCCESS IS YOUR SUCCESS
Raven is a family managed fund. We don't just manage the fund, we're invested in it.
Carey McElhone
Portfolio Manager
Carey is in charge of overall portfolio management and performance measurement.
Carey brings over 15 years of asset management experience to the team and has been with Raven Funds since our inception in 2017. Prior to Raven Funds, Carey worked for Allan Gray, Goldman Sachs Asset Management, Stanlib, and Orbis London.
Batchelor of Business Science with Honours in Finance from the University of Cape Town.
Kate Rees
Financial Director
Kate has over 15 years’ experience as a CA(SA). Kate’s career started at Brait Private Equity where she spent 6 years in the deal team. Thereafter she moved into the family office environment and where she spent 8 years working for two single family offices.
Kate has had varied exposure across finance and investments, with a specific focus on financial modelling, valuations, capital allocation, performance monitoring and structuring. Kate is also in charge of the full finance accounting function, overseeing tax, audits and other related compliance.
Sam Crocker
Portfolio Manager
Sam has over a decade’s experience in capital markets and portfolio management as a market risk manager on trading floors at Deutsche Bank and Washington Mutual in the EU and USA. He has experience in global markets covering securities from equities to bonds and derivatives. On his return to South Africa he worked in corporate finance and M&A raising growth capital for mid-size companies from private equity and banks. More recently he was CFO for a retail brand and wholesaler.
At Raven Funds he researches potential new investments and is responsible for portfolio risk management. Sam is a Chartered Accountant (SA) and CFA Charterholder.
Alan Crocker
Investment Committee
Alan has qualifications in engineering, commerce, and business management. He has extensive experience in the technical and financial aspects of manufacturing businesses. He co-founded a steel product manufacturing business in 1983. After 40 years in manufacturing, he sold his interest in the business.
Alan has always been passionate about investing in securities. During the last 13 years, he has devoted his energies to building a securities portfolio which has grown to become the foundation of the Raven fund. At Raven, his experience will be used to critically examine and guide portfolio development.
