Evan Gilbert

Evan Gilbert is a Strategist (Investment Management and Technology) at Momentum Investments and an Associate Professor of corporate finance on the MBA program at Stellenbosch University. He is specialized in Capital budgeting theory and practice; Real Options Analysis; Investments; Behavioural Finance; Equity and Bond market investment strategies; Smart Beta/Factor-based Investing; Portfolio solution design; Portfolio construction and his research interests include Behavioural finance in emerging markets; Banking regulation; Anomalies in stock market returns (mean reversion, momentum). He has a Ph.D. in Management Studies from the University of Cambridge.

Education

PhD (Cantab) - Finance 1996-1999 Judge Business School, University of Cambridge

M.Comm (Wits) - Economics 1994-1995 Department of Economics, University of the Witwatersrand

B.Comm (Hons) (UCT) – Economics 1993 Department of Economics, University of Cape Town.

B.Comm (Rhodes) – Economics 1990-1992 Department of Economics, Rhodes University.

Companies

• Strategist (Investment Management and Technology) Momentum Investments (2021)
• Associate Professor USB (2018)
• Research Analyst Momentum Investments (2018 — 2021)
• Client Portfolio Manager Momentum (2015 — 2017)
• Associate Professor of Finance (Extraordinary) University of Stellenbosch (2010 — 2017)
• Head of Institutional Asset Consulting MitonOptimal South Africa (2011 — 2015)
• Research Analyst - Cadiz Asset Management Cadiz (2010 — 2011)
• Associate Professor - Finance University of Stellenbosch (2008 — 2010)
• Associate Professor - Finance University of Cape Town (2002 — 2008)

Research interests:

Behavioural finance in emerging markets; Banking regulation; Anomalies in stock market returns (mean reversion, momentum).