Wium Malan, Finance Expert in Cape Town, Western Cape, South Africa
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Wium Malan

Verified Expert  in Finance

Bio

Wium is a global investment analyst with 15+ years of experience at multinational asset management firms like AllianceBernstein and Old Mutual. As a founder of an independent equity research firm, Wium excels at research, financial analysis, modeling, investment idea generation, and company valuations. He has covered 60+ global listed large-cap companies across all major emerging and developed markets, focusing on the internet, telecom, media, technology, healthcare, and industrial sectors.

Career Highlights

Founder | Analyst
Propitious Research
Investment Analyst
Old Mutual Investment Group
Assistant Vice President | Equity Analyst
AllianceBernstein

Education Highlights

Bachelor of Accounting Honours Degree
University of the Free State
Bachelor's Degree
University of the Free State

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Chartered Accountant
South African Institute of Chartered Accountants

Case Studies

Work Experience

Founder | Analyst

2020 - PRESENT
Propitious Research
  • Founded this fully independent, fundamental, and quantitative equity research firm. It is focused on companies in the telecommunication, media, technology, internet, and healthcare sectors in the global emerging markets.
  • Supervised idea generation focused on quality stocks and trading below their intrinsic value with sound corporate governance.
  • Incorporated an artificial intelligence technology-based quantitative multifactor screening model using deep neural network and recurrent neural network models.
  • Published investment research on various independent global platforms.
  • Oversaw investment idea capturing on several global alpha capture platforms.
Focus areas: Equity Research, Chartered Financial Analysis, Asset Valuation, Equity Research Analysis, Equity Valuation, FactSet, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, TensorFlow, Presentations, Investor Presentations, Asia-Pacific (APAC), Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Online Media, Subscriptions, Asset Management, Equity Markets, Trading, Stock Trading, Investments, Quantitative Research, Business Strategy, Investment Analysis, Stock Analysis, Stock Market Consulting, Stock Price Analysis, Value Analysis, Financial Writing, Capital Markets, Public Companies

Financial Modeling Expert

2024 - 2024
Edith Grove Capital Pte Ltd.
  • Successfully built three-statement financial models for several target companies, including forecasts, multiple-based, and DCF valuations.
  • Incorporated an LBO model and cap tables for target companies.
  • Performed full scenario analysis on various ownership models, including common equity, preference shares, ESOP programs, and convertible note financing.
Focus areas: Financial Modeling, Financial Analysis, Waterfall Modeling

Investment Analyst

2013 - 2019
Old Mutual Investment Group
  • Managed the assigned sectors as a senior equity analyst for the global emerging market equity fund.
  • Performed fundamental and quantitative analyses of companies in different sectors, including telecommunication, internet, media, technology, healthcare, loyalty program, industrial, and IT services.
  • Conducted detailed research, financial modeling, valuations, and wrote research reports and investment recommendations.
  • Created and implemented the investment philosophy, process, and due diligence documentation for the global emerging market product.
  • Evolved and implemented the proprietary corporate governance analysis process.
  • Developed and applied the proprietary stock screening process. It included defining metrics used as well as creating and automating models and methodology.
  • Developed, executed, and automated earnings revision monitors and quantitative overlay tools.
Focus areas: Chartered Financial Analysis, Equity Research, Asset Valuation, Bloomberg Terminal, Equity Research Analysis, Equity Valuation, FactSet, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Presentations, Investor Presentations, Asia-Pacific (APAC), Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Online Media, Subscriptions, Risk Management, Asset Management, Equity Markets, Investments, Quantitative Research, Investment Analysis, Stock Analysis, Stock Market Consulting, Stock Price Analysis, Value Analysis, Financial Writing, Capital Markets, Public Companies

Assistant Vice President | Equity Analyst

2006 - 2012
AllianceBernstein
  • Spearheaded the equity research coverage of emerging markets telecommunication stocks in the EMEA region since mid-2009.
  • Managed a spectrum of the US, European, and international portfolios. Performed detailed research, modeling, and valuations. Wrote reports and communicated investment recommendations to portfolio managers based in London, New York, and Hong Kong.
  • Held joint responsibility for coverage of developed market telecommunication stocks in Europe, including the large-cap incumbents and multinational telecom operators, satellite operators, cable companies, and data center operators since mid-2011.
  • Maintained research-driven sector-orientated paper portfolios and proprietary corporate governance research database.
  • Received an “Above and Beyond” recognition award in 2011 for work done on Millicom and MTN for the new global technology portfolio manager.
Focus areas: Equity Research Analysis, Financial Modeling, Equity Valuation, Chartered Financial Analysis, Equity Research, Asset Valuation, FactSet, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Presentations, Investor Presentations, Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Risk Management, Asset Management, Equity Markets, Investments, Investment Analysis, Stock Analysis, Stock Market Consulting, Stock Price Analysis, Value Analysis, Capital Markets, Public Companies

Assistant Manager, Audit

2003 - 2006
PwC
  • Managed external audits as a senior in-charge in a wide range of industries, including construction, agriculture, public sector, manufacturing, textile, retail, financial services, legal sector, and entertainment industries.
  • Seconded to Charlotte, USA, during 2005-2006 as a senior associate to assist in external audits of various companies in the retail, industrial production, and nuclear power industries.
  • Participated actively in the Free State Employment Equity Committee, helping establish compliance with the Employment Equity Act within PricewaterhouseCoopers. Was a member of the Free State Ethics Committee.
Focus areas: Accounting, Auditing, Excel Expert, Three-statement Modeling, Financial Services, Excel 365, Business Models
2002 - 2003

Bachelor of Accounting Honours Degree in Accounting

University of the Free State - Bloemfontein, South Africa

1999 - 2001

Bachelor's Degree in Accounting

University of the Free State - Bloemfontein, South Africa

SEPTEMBER 2010 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

DECEMBER 2008 - PRESENT

Chartered Accountant

South African Institute of Chartered Accountants

Finance

Chartered Financial Analysis, Financial Modeling, Asset Valuation, Equity Research, Equity Research Analysis, Equity Valuation, DCF Valuation, Valuation, Stock Price Analysis, Accounting, Forecasting, Revenue & Expense Projections, Stock Trading, Taxation, Financial Management, Comparable Company Analysis, Discounted Cash Flow (DCF), Valuation Modeling, Investment Memoranda, Three-statement Modeling, Fundamental Analysis

Industry Expertise

Asset Management, Capital Markets, Public Companies, Financial Services

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Geographic Expertise

Asia-Pacific (APAC)

Data & Analysis Software

FactSet

Other

Financial Analysis, Research, Equity Markets, Investments, Quantitative Research, Investment Analysis, Stock Analysis, Stock Market Consulting, Value Analysis, Financial Writing, Presentations, Excel 365, Business Models, Online Media, Subscriptions, Risk Management, Trading, Business Strategy, Bloomberg Terminal, TensorFlow, Auditing, Excel Expert, Investor Presentations, Business Analysis, Reports, Buy-side, TMT, Waterfall Modeling

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