Aberdeen Standard Investments

Aberdeen Standard manages assets for a range of global and domestic clients. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments.

Expertise

Adam Palmer

Adam joined Paradice's Large Cap team in 2007. He has worked in equity, fixed income and currency markets and has experience with derivatives and dealing. He has covered most sectors of the Australian equities market at different times in his career.

Expertise

Adrian Lemme

Adrian joined Merlon Capital Partners as a Principal in May 2012 from AMP Capital where he was a Portfolio Manager/Analyst, responsible for investments in retail, food and beverage, transport and chemical sectors. He is a CFA charterholder.

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Adrian Martuccio

Adrian has 17 years of experience in the investment management industry managing global equities for foundation and institutional client assets which includes 9 years at Bell Asset Management.

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Adrian Warner

Adrian is the Managing Director and Chief Investment Officer of Avenir Capital and is responsible for the portfolio management of the Avenir Global Fund. He holds a Master of Business Administration (MBA) from Harvard Business School.

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Alex Milton

Alex Milton is a Principal and Co-Founder of NovaPort Capital, with 20 years of investment experience. Prior to establishing NovaPort, Alex worked at Challenger Limited (Challenger) managing over $200 million in funds.

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Alex Pollak

CEO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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Alex Shevelev

Alex is a Senior Analyst at Forager Funds Management, responsible for researching stocks for the Forager Australian Shares Fund.

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Alphinity Investment Management

Alphinity Investment Management is an active, boutique, equity manager based in Sydney and majority owned by its staff. Established in 2010, Alphinity has dedicated experienced teams managing both Australian and global equity funds.

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Alva Devoy

Alva was appointed as Managing Director of Fidelity International’s Australian business in 2016. Alva is accountable for ensuring that Fidelity’s global investment strategies deliver the best outcome possible for Australian clients.

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Amit Lodha

Amit Lodha has been Portfolio Manager of the Fidelity Global Equities Fund since 2010 and has over 16 years of investment experience. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA charterholder.

Expertise

AMP Capital

AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.

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Andrew Fleming

Andrew is Deputy Head of Australian Equities and involved in the portfolio construction process for Australian Equity portfolios, in addition to analytical responsibilities.

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Andrew Martin

Andrew is a Principal of Alphinity Investment Management. His focus is on the Financials, Transport, Infrastructure and IT sectors, as well as portfolio management oversight. He is also a Fellow of the Institute of Actuaries of Australia

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Andrew Mitchell

Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management.

Expertise

Andrew Tang

Andrew is a member of the Morgans Investment Committee, and is responsible for equity strategy bulletins, high conviction stocks, model portfolios and other products focusing on key areas such as reporting season, factor analysis and short interest.

Expertise

Anthony Aboud

Anthony is the Portfolio Manager - Industrial Shares (50%), Pure Equity Alpha (50%), SHARE-PLUS Long-Short and an Analyst. He has 13 years experience outside of Perpetual, most recently at Ellerston Capital. Anthony is a CFA charterholder.

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Anthony Deane

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Antipodes Global Investment Company (ASX: APL)

Antipodes Global Investment Company Limited (ASX: APL) provides investors with access to a long-short global equities investment portfolio with active currency management.

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Anton Tagliaferro

Anton joined the funds management industry in 1986 and is the co-manager of the Investors Mutual Australian Share Fund and Portfolio Manager of the Investors Mutual All Industrials Share Fund & Investors Mutual Equity Income Fund.

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Arden Jennings

Arden is Co-Portfolio Manager of the Ausbil Microcap Fund. Arden has completed a double degree in Applied Finance and Commerce (Accounting) from Macquarie University and is also a CFA Charterholder.

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Arik Star

Arik joined Ellerston in 2014 and is the Portfolio Manager for Ellerston’s listed investment company, Ellerston Global Investments Ltd. Arik has over 25 years financial markets experience with 14 years of global equity investing experience.

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Atlas Trend

AtlasTrend was created in 2015 to build a new investment service to help our customers learn and invest with purpose in long term world trends

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Ausbil Investment Management

Ausbil are a leading Australian based investment manager. Established in April 1997, Ausbil’s core business is the management of Australian equities for major superannuation funds, institutional investors, master trust and retail clients.

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Ben Griffiths

Ben has over 24 years of professional investing experience and founded Eley Griffiths Group in 2002. The investment team is dedicated to uncovering the next hidden opportunity in small and microcap companies on the ASX.

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Benjamin Goodwin

Ben joined Merlon Capital Partners as a Principal upon its inception in May 2010. Prior to that, he was Head of Research and Information at Challenger Limited, managing the risk and quantitative research processes across all portfolios

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Ben McCallum

Ben is a Portfolio Manager of the Regal Emerging Companies Fund which focusses on microcap, pre-IPO and unlisted expansion capital investments. He joined Regal in 2015 from MH Carnegie & Co where he was an investment manager

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Ben Rundle

Ben Rundle is a Portfolio Manager at NAOS Asset Management Limited. Ben has over 10 years’ experience in financial markets and prior to joining NAOS he held various roles within the Financial Services Industry including roles at Macquarie Bank.

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Brad Potter

Brad has 28 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Nikko AM Australian equities team & portfolios. He has analyst responsibilities for the Banks.

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Bruce Loveday

Bruce has extensive experience in the financial services industry both in Australia and overseas. He has been CEO of two funds management businesses and has held senior executive positions in banking, mining, asset consulting and investor relations.

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Buy Hold Sell

Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...

Expertise

Callum Thomas

Callum is Head of Research at Topdown Charts. Topdown Charts is a chart-driven macro research house covering global Asset Allocation and Economics.

Expertise

Catherine Allfrey

Catherine Allfrey is a Principal and Portfolio Manager of WaveStone Capital, which she co-founded in 2006. In this position, Catherine is responsible for investment research, analysis, dealing and investment management across all funds.

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Catherine Yeung

Catherine Yeung is an Investment Director for Fidelity International and is based in Hong Kong. She joined Fidelity in 2006 and has accumulated over 23 years of experience working in the investment industry.

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Catriona Burns

Catriona has more than 14 years’ investment experience, with over 5 years’ focused on global equities. She has previously worked for Hunter Hall in London, as well as with John Sevior and David Cooper at the inception of Airlie Funds Management.

Expertise

Chad Slater

Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.

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Charlie Aitken

Charlie has more than 22 years of market experience. He is best known for his high conviction, top down and bottom up investment ideas formulated from consistently meeting with listed and unlisted companies, policymakers and regulators.

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Chris Watling

Longview Economics, founded in 2003 by Chris Watling, is an independent research house based in London, providing three distinct yet interrelated groups of research products: Short and medium term market timing; Long term global asset allocation...

Expertise

Colonial First State Global Asset Management

Colonial First State Global Asset Management invests approximately $200 billion across equities, fixed interest and credit, cash, listed and unlisted property and infrastructure.

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Craig Collie

Craig is a Portfolio Manager at Regal, responsible for investing in health care across Australia and Asia. Prior to Regal, he led Macquarie’s health care research team, worked at Boston Consulting Group and practised medicine in Australia and the UK.

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Crestone Wealth Management

Crestone Wealth Management provides wealth advice and portfolio management services to high-net-worth clients and family offices, not-for-profit organisations and financial institutions.

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Daniel Moore

Since joining IML, Daniel has been part of the team which won Large Cap Fund Manager of the year in 2012 & 2015. In 2013 he was given Portfolio Management responsibilities within the firm, managing a portion of the IML Australian Share Fund.

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Daniel Mueller

Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching...

Expertise

Dan Pennell

Daniel joined Plato in November 2015. Prior to Plato, he was a Portfolio Manager at Realindex Investments, responsible for all Developed and Emerging Market equity products. Daniel is also a CFA charterholder.

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Darren  Letts

Darren works as a dealer at Mason Stevens and has experience across equities, equity derivatives, futures and options from both Sydney and Hong Kong.

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Daryl Wilson

Daryl Wilson has over 25 years’ experience in finance and investing. He formed Affluence in 2015 to give everybody access to the investing model used by the ultra-wealthy. Investors can access over 30 of Australias best boutique investment managers.

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David Allingham

David Allingham completed a Bachelor of Commerce Degree at the University Sydney in 2000. David joined Eley Griffiths Group as Dealer in October 2004. He has been fulfilling the role of Analyst/Portfolio Manager at Eley Griffiths Group since 2006.

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David Rosenbloom

David has 20 years’ experience in Australian equities as a portfolio manager and analyst. Prior to joining ARCO Investment Management, David was the portfolio manager for the Janus Henderson absolute return strategy

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Dean Fergie

Dean has over 25 years experience in the funds management industry covering all major asset classes. He holds as Master of Applied Finance and is a Graduate of the Australian Institute of Company Directors.

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Dermot Ryan

Dermot is an Australian Equities portfolio manager for AMP Capital. He is responsible for stock coverage across the domestic resources industries and is particularly interested in delivering high post-tax returns for domestic Australian investors.

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Diana Mousina

Diana joined AMP Capital in 2016 as an economist within the Investment Strategy and Dynamic Markets team. Her responsibilities include providing economic and macro investment analysis to retail, institutional and internal customers

Dr Don Hamson

Plato is an Australian owned boutique Australian equities manager specialising in after tax management for accumulation and pension phase superannuation. The firm was founded in 2006 and is majority owned and operated by its investment staff.

Dr Don Hamson

Don has over 25 years investment management experience and founded Plato Investment Management Limited in 2006. He has a PhD in Finance and a Bachelor of Commerce with First Class Honours from UQ, and a University Medal.

Expertise

Dr. Mary Manning

Mary is the Portfolio Manager of Ellerston Asian Investments (ASX: EAI). She started her career as an investment banker with Citigroup in New York, London and Moscow, has a PhD in Economics from the University of Sydney, and an MBA from Harvard

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Dushko Bajic

Dushko is Head of the Australian Equities Growth team at Colonial First State Global Asset Management, where he manages a range of Australian share funds and separately managed accounts.

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Eley Griffiths Group

Eley Griffiths Group is an independent fund manager specialising in listed Australian small companies. Our investment team has been uncovering hidden opportunities in small caps since 2003.

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Emanuel Datt

Emanuel is the Principal and Portfolio Manager of Datt Capital, a boutique fund manager with a Family Office mentality. The Datt Capital Absolute Return Fund aims for double-digit absolute returns with low volatility and quarterly income distribution

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Eng-Teck Tan

Eng-Teck specialises in Asian equities and has extensive knowledge of Asian markets and economies, particularly North Asia and China, and the technology and real estate sectors.

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Fidelity International

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.

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Forager Funds

With more than $370 million of funds under management and a focus on long-term investing, Forager Funds is a unique Australian asset management company, nimble enough to invest in smaller listed companies not accessible to many investment managers.

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Future Generation

Future Generation manages two unique ASX Listed Investment Companies. The objectives of the companies are to provide shareholders with an attractive investment and an ongoing source of funding for Australian charities.

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Gabriel Radzyminski

Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...

Expertise

Gareth Brown

Gareth Brown is a Senior Analyst at Forager Funds Management, with a focus on researching European stocks for the Forager International Shares Fund.

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Garry Laurence

Garry joined Perpetual in March 2008 as an Analyst and has covered a broad range of sectors. He is now Global Equities Portfolio Manager and has been managing the Global Share Fund, since its inception in January 2011.

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Geoff Wilson

Geoff founded Wilson Asset Management in 1997, and has over 35 years direct experience in investment markets. Geoff also created Australia’s first listed philanthropic wealth creation vehicles, Future Generation.

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George Colman

Before co-founding ARCO IM, George was a Managing Director in the Equity Research Division of Citigroup Australia. He was a career securities analyst, having covered a wide variety of industry sectors.

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Glen Barnes

Glen is the Head of Asian Investments in Regal’s Singapore office, where the focus is on North Asia, ASEAN and India. He spends a lot of time travelling to meet companies, consultants and analysts in order to get “on the ground” insights.

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Graeme Carson

Graeme is a Co-Founder, Director and Portfolio Manager at Cyan Investment Management. The majority of his 20 year career in Australian financial markets has been spent focusing on identifying and valuing emerging companies.

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Graeme Shaw

Graeme joined Orbis in 1997 as an analyst, and has worked in the areas of risk management, quantitative analysis, and Australian equities. He holds a doctorate of Philosophy (University of Cambridge), and is a Chartered Financial Analyst

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Greencape Capital

Greencape Capital is a specialist Australia equities fund manager. The team Is focussed on, and committed to, delivering superior performance, directly aligning our interests with those of our investors.

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Greg Cooper

Greg began his career with Schroders in London in 2000. Since then he has held positions as Head of Distribution, Head of Product and his current role as CEO, Australia from 2006 to present.

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Hamish Carlisle

Hamish joined Merlon Capital Partners as a Principal in July 2010. He was previously Head of Research, Asia Pacific Equities at AMP Capital Investors. Hamish holds a MBA with honours from The Wharton School, University of Pennsylvania.

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Harley Grosser

Founded Capital H Management - a boutique fund manager focused on identifying and investing in emerging ASX listed companies - in 2014. Previously worked for Pie Funds and Bligh Capital.

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Hedley Widdup

Geologist, mining investor, watchful commentator, bicycle collector and father of three.

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Hugh Giddy

Hugh is co-manager of the Investors Mutual Australian Share Fund and is Portfolio Manager of the Investors Mutual Concentrated Australian Share Fund. Hugh has extensive investment experience in equities, and holds a M. Phil Economics from Cambridge.

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Investors Mutual

Investors Mutual Limited (IML) is a specialist Australian equities fund manager and was established in May 1998 by Anton Tagliaferro. Based in Sydney, the IML team applies a conservative value-based investment style with a long-term focus.

Expertise

iShares by Blackrock

iShares is a global leader in exchange-traded funds (ETFs), helping clients around the world build the core of their portfolios, meet specific investment goals and implement market views.

Expertise

Jack Collopy

Jack is the Portfolio Manager - Ethical Shares, Pure Microcap, Pure Value, Smaller Companies (50%) and an Analyst. Jack joined Perpetual in November 2001, and took on portfolio management responsibilities in June 2010.

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Jack Lowenstein

Jack co-founded Morphic Asset Management in 2012. As a stock picker Jack has invested in a variety of markets and sectors, but developed in-depth knowledge of markets in Asia-Pacific region as well as global finance and resources sectors.

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Jacob Mitchell

Jacob Mitchell found Antipodes Partners in 2015, aiming to take advantage of the market’s tendency for irrational extrapolation, identify investments that offer a high margin of safety and build portfolios with a capital preservation focus.

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Jade Ong

Jade has over 15 years’ experience in corporate advisory and investment management. Prior to joining AtlasTrend, Jade worked for 9 years at Macquarie Capital, the advisory arm of Macquarie Group, based in London and Sydney.

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James Gerrish

James is a Portfolio Manager within Shaw and Partners heading up a team that manages direct equity and option portfolios. He is also the Primary Contributor to Market Matters, a daily investment report that offers real market insight.

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James Marlay

I have 13 years experience in equity markets and financial media. In 2013 I Co Founded, Livewire Markets with Tom McKay. Our vision is to be the #1 source of investment ideas in Australia. Opinions expressed are my own.

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Jeffrey Tse

Jeffrey joined Forager in January 2018 as an analyst on the Australian Shares Fund. He was previously an associate at Macquarie Capital and has a Bachelor of Commerce (Honours) from the University of Sydney

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Jeff Thomson

Jeff is a Global Portfolio Manager of Alphinity Investment Management, with over 20 years industry experience. His focus is on the Banks, Insurance, Property and Consumer Staple sectors, as well as portfolio management oversight.

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Jeremy Podger

Jeremy Podger joined Fidelity in February 2012 to manage the Fidelity Global Special Situations Fund (OEIC) and, subsequently, took over the management of the FF World Fund (SICAV) in June 2014. He has been managing global funds since 1990.

Expertise

Joey Mui

Joey joined Merlon Capital Partners as an Portfolio Manager/Analyst in April 2016. Prior to Merlon, Joey was a Portfolio Analyst for AMP Capital Multi-Strategy equity funds responsible for investments in the real estate sector in Australian and...

Expertise

Johan Carlberg

Johan is a principal of Alphinity Investment Management and the Lead Portfolio Manager. In addition to his portfolio construction responsibilities, his company focus is on the Healthcare and Materials sectors (excluding Metals & Mining).

Expertise

John Deniz

John co-founded Paragon in 2012 and is responsible for executing the investment strategy and managing the Paragon Australian Long Short Fund. John has over 20 years of relevant industry-specific experience, including 12 years in financial markets.

Expertise

John Grace

John moved to Ausbil in 2001, where he now holds the position of Co-Head of Equities. His role includes strategy and portfolio construction, as well as input into the investment management of the Fund.

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Jonas Palmqvist

Jonas is a Global Portfolio Manager of Alphinity Investment Management, and has over 20 years industry experience. His focus is on the health care, industrials, energy and resource sectors, as well as portfolio management oversight.

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Joshua Baker

Joshua joined Paragon in 2017 as an Investment Analyst contributing to the Paragon Australian Long Short Fund. Joshua has over 6 years of experience including equities research, manager research and multi-asset portfolios.

Expertise

Jovita Khilnani

Jovita is a Portfolio Manager in the Australian fundamental equities team. She joined Regal in 2014 and has responsibility for the retail, food and beverage, media, gaming and mining services sectors.

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Julian Babarczy

Julian is a Portfolio Manager in Regal’s Emerging Companies strategy, as well as marketing of Regal’s various equity long/short investment products. He is a CFA charter holder and holds a Graduate Diploma in Applied Finance.

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Julian Morrison

Julian is a National Key Account Manager at Allan Gray Australia. Previously he held a business development role at Morgan Stanley Investment Management. He holds a Bachelor of Arts (Honours – University of Sheffield) and is a Chartered Financial...

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Julien Brodie

Julien is a portfolio manager at Alpha Fund Managers responsible for portfolio construction and strategy selection across eight funds. In prior roles Julien was an analyst at GE Capital and Deloitte, a corporate banker at CBA and spent five years...

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Justin Koonin

Justin joined Allan Gray from PwC in 2015, where he consulted to clients in government, healthcare and industry, after completing postdoctoral research at the University of Sydney. He is a Graduate of the Australian Institute of Company Directors.

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Karl Siegling

Cadence Capital strives to outperform the index and we invest our own money alongside yours. We believe that a combination of both Fundamental and Technical analysis, along with a disciplined stock entry/exit strategy, are key to investing success.

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Kate Howitt

Kate has sole responsibility for the Fidelity Australian Opportunities Fund. In 2015 she was named Money Management’s Women in Financial Services Investor of the Year, and in 2016 was included in CNBC's "world's top 20 female portfolio managers".

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Kej Somaia

Kej Somaia is Senior Portfolio Manager for CFSGAM. He is responsible for the development and management of multi-asset portfoliosas well as tailored investment solutions. Kej is the Lead PM for the Colonial First State Multi-Asset Real Return Fund.

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Ken Liow

Ken advises institutional investors, is a Board member of the AASB and Director at selected Not-For-Profits. Previously, he was Head of Investment Research at Mercer and Chief Investment Officer of Domestic Equities at BlackRock.

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Kent Kwan

Kent Kwan is a co-founder of AtlasTrend. He was formerly a Chief Investment Officer of an ASX listed company and prior to that was an international equities fund manager with JPMorgan.

Expertise

Kevin Hua

Kevin has over 20 years experience in financial markets with 12 years in investment management, managing multiple asset classes including international equities, credit and privates. He previously worked in investment banking at JPMorgan for 8 years.

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Kevin Rose

Kevin joined Forager in 2013 and has primary responsibility for researching and recommending North American stocks for the International Shares Fund. Kevin has over 16 years of industry experience, as well as an MBA from the Columbia Business School.

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Lachlan MacGregor

Lachlan is a Global Portfolio Manager of Alphinity Investment Management, with over 18 years experience. His focus is on the technology, consumer discretionary, telecom and utilities sectors, as well as portfolio management oversight.

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Lazard Asset Management

Lazard operates across 13 countries with a global staff of over 750. Our more than 300 investment personnel manage AUD 284.3 billion across a wide range of global, regional and country-specific strategies in listed equity and fixed income.

Expertise

Livewire Exclusive

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

Expertise

Luke Cummings

Luke has 17 years of experience trading Australian and international equity markets on both a proprietary basis and on behalf of retail and wholesale clients. In 2006, Luke and his partners founded private client firm HC Securities in addition to...

Expertise

Magellan Asset Management

Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

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Marcus Bogdan

Marcus established Blackmore Capital in 2017 following a 25-year investment career covering work as a research analyst at McIntosh/Merrill Lynch, Portfolio Manager at Cooper Investors, and CIO (Asia Pacific) for Canaccord Genuity.

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Marcus Tuck

Responsible for identifying domestic and international equity investment opportunities. 25 years of financial markets experience as an equity strategist, economist, analyst, portfolio manager and consultant.

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Mark Gordon

Mark is a Senior Resources Analyst for Independent Investment Research, with a focus on junior and mid-cap listed resources stocks. With over 10 years as an analyst, following on from 17 years as a geologist, he has a good insight into the sector.

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Mark Houghton

Mark Houghton co-founded King Tide Asset Management in 2011, along with Rob Campbell, a prominent and experienced director/investor. Mark also founded Saxe-Coburg in 1991, a service specialising in alternative risk-based investment strategies.

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Mark Tobin

I focus on ASX listed microcap and nanocap​ stocks which is​ anything from $10mil to $300mil market cap and everything​ in between. This truly​ is the under-researched​ part of the ASX. My hope is to bring you interesting microcap stocks and news.

Expertise

Martin Conlon

Martin is the Head of Australian Equities, and leads the portfolio construction process for Australian Equity portfolios, while also retaining analytical responsibilities for a variety of sectors including Diversified Financials, Gaming and Insurance

Expertise

Mason Willoughby-Thomas

Mason has over 15 years of financial services experience with companies including Australian Ethical Investment, ING Investment Management, ABN AMRO and AMP Capital Investors. For the past 5 years, he has been focused on small and microcap companies.

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Matthew Haupt

Matthew has more than 11 years’ experience in the investment industry working as both a portfolio manager and analyst. Matthew is the Portfolio Manager responsible for WAM Leaders and Century Australia.

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Merlon Capital Partners

Merlon Capital Partners is an Australian-based boutique fund manager specialising in equity income strategies. Merlon commenced operation in May 2010, with the objective of providing high quality, tailored investment management services to investors.

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Michael Goldberg

Michael has managed portfolios and advised for some of Australia’s largest family offices and wealthy individuals for over 10 years. Michael is the MD and one of the founding partners of the Collins St Value Fund.

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Michael Hui

Michael joined Arrowana in 2011 and brings a unique background to the company. During his career, he has built significant expertise in fund and investment structuring across the globe, as well as holding Information Technology and Law degrees.

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Michael O'Dea

Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research. He joined Perpetual in June 2014 and has 18 years finance industry experience.

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Michael O'Neill

Michael is responsible for managing 50% of the Investors Mutual All Industrials Share Fund, assisting with the management of the Equity Income Fund, as well as covering the Financials Sector. He holds a PhD in Finance from UQ,

Expertise

Mike  Bassett

Mike is a Portfolio Manager for the Regal Australia Small Companies Fund. Mike joined Regal in 2015 from Credit Suisse where he was the Director of Research Sales and later the Head of Securities for Credit Suisse Emerging Companies.

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Monash Investors Pty Limited

Monash was established in 2012 by Simon Shields and Shane Fitzgerald. The Monash strategy is benchmark unaware, style and stock size agnostic, and is both long and short.

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Morphic Asset Management

Morphic Asset Management is a global equity investment manager based in Sydney. Morphic’s area of specialty is long/short mid cap stocks, which sets it apart from most other global funds offered in Australia.

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Mugunthan Siva

Mugunthan Siva is Managing Director of India Avenue, an Australian based boutique asset management company with offices in Sydney and Mumbai. He has over 20 years experience in Australia and is lead portfolio manager for the India Avenue Equity Fund.

Expertise

Nader Naeimi

As the Head of Dynamic Markets, Nader is responsible for leading the Dynamic Asset Allocation strategy for the Multi-Asset Group, as well as other macro strategies and asset allocations for several AMP Capital funds.

Expertise

Naheed Rahman

Naheed has over 12 years’ experience in the investment and securities markets. He began at Flinders when the business commenced in 2015, and is responsible for stock analysis across emerging companies listed on the ASX. Prior to Flinders, Naheed...

Expertise

NAOS Asset Management

NAOS believe ‘it is impossible to produce a superior return unless you do something different to the majority’, we find quality companies at attractive values and apply a patient, high conviction and often a contrarian investment approach to...

Expertise

Nathan Bell

Nathan has over 20 years' investment experience. Before joining Peters MacGregor, he worked for 9 years at Intelligent Investor, including 4 years as a Portfolio Manager. Nathan is a CFA charterholder

Expertise

Nick Griffin

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process.

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Nick Kirrage

Nick is co-head of the Global Value team and co-manager for the Schroder Global Recovery Fund. He seeks to identify and exploit deeply out of favour investment opportunities. Nick has a degree in Aeronautical Engineering and is a CFA charterholder.

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Nigel Littlewood & Jackson Lee

Nigel has been an investor, advisor, newsletter publisher and fund manager in the Australian Stockmarket since 1986

Expertise

Nikko Asset Management Australia

Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.

Expertise

NovaPort Capital

NovaPort Capital is a boutique Australian equities investment manager specialising in small and microcap ASX-listed companies. NovaPort is a benchmark unaware, active investment manager.

Expertise

Omkar Joshi

Omkar is a Portfolio Manager at Regal Funds Management. He is responsible for investing across a number of sectors with a primary focus on financial and industrial companies. He is both a CFA and CMT charterholder

Expertise

Oscar Oberg

Oscar has more than 10 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side Analyst at CLSA and three years’ at Grant Thornton working in transaction advisory services.

Expertise

Paradice Investment Management

Paradice Investment Management, Australia's first boutique firm specialising in smaller companies, was founded in 1999. It is privately owned with a team of 34 people, including 18 investment specialists, who manage over $15 billion in AUM.

Expertise

Paragon Funds Management

By adopting a thematic-led, fundamentally-driven high-conviction strategy that can profit from rising and falling share prices, Paragon aims to provide its clients with excellent long term returns regardless of market performance.

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Patrick Poke

Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.

Expertise

Paul Hennessy

Capital Group is one of the oldest and largest funds management groups in the world. Today, Capital Group manages US$1.7+ trillion in long-term assets for millions of individual and institutional investors around the world.

Expertise

Paul Moore

I'm PM Capital’s founder, CIO, first investor in our Global Companies Fund and its portfolio manager since its inception in 1998. Across all of our funds we invest independently, with integrity and in the best interests of of our co-investors.

Expertise

Paul Taylor

Paul joined Fidelity in London in 1997 as an Investment Analyst, before returning to Sydney in 2003 to establish Fidelity’s Australian equity team. Paul holds a Master of Finance from the London Business School

Expertise

paul xiradis

In 1997, Paul co-founded Ausbil where he holds the position of Executive Chairman, Chief Investment Officer and Head of Equities. His role includes strategy, portfolio construction and input into the investment management of Ausbil’s funds.

Expertise

Pengana Capital

Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian listed equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors.

Expertise

Perpetual Limited

Perpetual Limited is an independent and diversified financial services group providing specialised investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.

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Peter Rae

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.

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Peters MacGregor Capital Management

Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Our clients range from family offices and high net worth investors through to self-managed super funds and financial advisers.

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Peter Wilmshurst

Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...

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Philip King

Philip is the CIO at Regal and is responsible for the Portfolio Management of the Fund. He is a Fellow of the Financial Services Institute of Australasia, a member of the UK Society of Investment Professionals, and a CA and CFA charterholder.

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Philipp Hofflin

Philipp Hofflin is a Portfolio Manager/Analyst on the Australian Equity Team with Lazard Asset Management Pacific Co. He began working in the investment field in 1995.

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Philip Wensley

Philip joined Paradice in 2013, and covers the Industrials sector for the Large Cap team. Philip has 22 years’ financial services industry experience, and is a CFA Charterholder.

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Platinum Asset Management

Platinum is an Australia-based investment manager that focuses on one asset class – international shares, or, more simply put, we provide portfolios of listed companies from around the world.

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Platypus Asset Management

Platypus is a boutique fund manager that specialises in Australian equities. Platypus have a long history of outperforming the Australian market. We are a true to label growth manager with an uncompromising focus on quality.

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PM Capital

We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.

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Raaz Bhuyan

Raaz has over 20 years of project finance, broking and investment management experience across Australian and India. He has worked for companies such as Tata steel, ING Barings, Merrill Lynch and Colonial First State. He is also CFA charter holder

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Richard Rauch

Richard provides the technical link between investment, sales and marketing functions for Colonial First State Global Asset Management’s multi-asset and fixed income capabilities.

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Robert Calnon

Robert joined OC Funds Management in 2007 as an Investment Analyst with additional responsibility as the Equities Dealer for the investment team. He is responsible for company and sector analysis of stocks within the OC investment universe.

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Robert Miller

Robert Miller is a Portfolio Manager and has been with NAOS since September 2009. Robert has completed his Bachelor’s Degree in Business from the University of Technology Sydney, as well as completing his Masters of Applied Finance from the FSIA.

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Robert Penaloza

Robert joined Aberdeen in 1997 and is Head of Australian Equities. He was previously CEO and Head of Investments for Aberdeen Thailand, where he established the company's successful investment management business.

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Rodney  Forrest

Forrest Equities conducts sell side research for Investment Banks. Rodney has 15 years Finance experience with postgraduate degrees in Economics/Econometrics, Finance, and Taxation Law.

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Roger Montgomery

Roger Montgomery founded Montgomery Investment Management, www.montinvest.com in 2010. Roger brings more than two decades of investment, financial market experience and knowledge. Roger also authored the best-selling investment book, Value.able.

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Rudi Filapek-Vandyck

FNArena is a supplier of financial, business and economic news, analysis and data services.

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Russell Muldoon

REQON is a boutique Funds management company, managing funds on behalf of individuals and institutions. Since Inception (9 months ago), our Broadcap Fund has returned 27.6% versus 5.3% for the ASX300 Index. Our fund opens in Sept 2018.

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Sam Amora

Sam was appointed to his current position in August 2012. He focuses on portfolio management and investment analysis supporting AMP Capital’s asset allocation capability and products, with a particular focus on the Dynamic Markets Fund

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Schroders Australia

Schroders is a UK-listed global asset manager that's been operating in Australia for over 50 years. We actively manage money for retail and institutional clients across a range of Australian and global equity, fixed income and multi-asset strategies.

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Scott Haslem

Scott has more than 20 years’ experience in global financial markets and investment banking, providing extensive economics research and investment strategy across equity and fixed income markets.

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Shane Fitzgerald

Shane has over 22 years of financial services experience working for JP Morgan, UBS and Monash. His role includes research, analysis, dealing and investment management of the Monash Absolute Investment Fund. He is also co-founder of Monash Investors.

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Shane Oliver

Shane joined AMP in 1984 and is Chief Economist and Head of Investment Strategy. Shane has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes.

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Simon Conn

Simon Conn was a member of IML’s founding team 20 years ago, specialising in small and mid-caps. He is the lead portfolio manager for the IML Future Leaders, IML Smaller Companies and the IML Small Caps Funds

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Simon Doyle

Simon is responsible for Schroders' Australian Fixed Income and Multi-Asset capabilities. He has direct portfolio management responsibility for the Schroder Real Return Strategy, Schroder Balanced Strategy and Schroder Fixed Income Core-Plus Strategy

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Simon Mawhinney

Simon is Managing Director and CIO at Allan Gray Australia, a long-term, contrarian fund manager that seeks to identify opportunities others often overlook or undervalue. He is a Chartered Accountant and a CFA Charterholder.

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Simon Shields

Simon is one of Australia's leading fund managers with over 30 years of industry experience. He has been a member of and/or led multi-award winning equity teams across a range of investment styles. He co-founded Monash Investors in 2012.

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Sinclair Currie

Sinclair Currie is a Principal and Co-Founder of NovaPort Capital with 18 years of investment experience. Prior to establishing NovaPort, Sinclair worked at Challenger Limited (Challenger) managing over $200 million in funds.

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Stefan Hansen

Stefan has 8 years’ experience in equity analysis and a further 8 years within the Petroleum and Chemical industries, including oil refining and mining/steel services. Stefan has sector responsibilities for the Mining and Oil & Gas sectors.

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Stephen Bruce

Stephen is Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. He also has research responsibility for the banking, healthcare, chemical and agricultural sectors.

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Steve Johnson

Starting Forager Funds in 2009, Steve has grown the business to over $370m of funds under management. Offering an Australia and Global equity Fund, Steve focuses on long-term value investing of unloved and undervalued companies.

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Steve McCarthy

DMX Asset Management Limited is a boutique asset manager offering value focused smaller companies investment management services.

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Stuart Jackson

Stuart is the Portfolio Manager of The Montgomery [Private] Fund – a concentrated, All-cap Australian equity fund that aims to achieve absolute returns from a portfolio of long only Australian shares and cash. Capital preservation is paramount.

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Stuart Roberts

By background I am an investment professional who did Australian equity research from the late 1990s until 2015. For a lot of that time I focused on healthcare and biotechnology, and the Life Sciences has become a passion of mine. My forte is...

Expertise

Stuart Welch

Stuart joined Alphinity in July 2017, and has 17 years industry experience. As a Senior Research Analyst, his focus is on health care, transport and infrastructure. He holds a Masters from Cambridge University, as well as being a CFA charterholder.

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Tempo Asset Management

Tempo employs an innovative, top-down approach to re-thinking market benchmarks and exploiting market premia to produce better returns for investors over time.

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Tim Carleton

Auscap manages the Auscap Long Short Australian Equities Fund which targets solid absolute risk-adjusted returns, looking to invest in companies that generate strong cash flows and are trading at attractive prices.

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Tim Hannon

Tim has 22 years’ experience in the investment and securities markets. Tim was a partner of Goldman Sachs JBWere and during his 15-year tenure at the firm had senior experience across all areas of equities investing.

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Tim Kelley

Tim is the Portfolio Manager of The Montgomery Fund – a concentrated, All-cap Australian equity fund that aims to generate capital growth and income. Montgomery focuses on owning high quality businesses and generating superior returns.

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Todd Guyot

Todd Guyot is a Portfolio Manager for the Regal Australia Small Companies Fund. Todd joined Regal in November 2014, with over 20 years’ experience within the domestic small companies sector in both buy and sell side roles.

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Tom McKay

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

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Tom Stevenson

Tom joined Fidelity in March 2008. He acts as a spokesman and commentator on investments and is responsible for defining and articulating the Personal Investing business’s investment view. Tom is an expert on markets, investment trends and themes.

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Vince Pezzullo

Vince is Deputy Head of Equities and Portfolio Manager for Australian Share, Geared Australian Shares, Direct Equity Alpha and Perpetual Equity Investment Company (ASX: PIC).

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Warryn Robertson

Warryn Robertson is a Portfolio Manager/Analyst on Lazard’s Global Listed Infrastructure, Global Equity Franchise, and Australian Equity teams. He has been working in the investment field since 1992.

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Wentworth Securities

Wentworth was formed in early 2012 with the goal of providing clients with a client-focused, holistic and transparent approach to investing. We focus on macroeconomic drivers as the primary source of performance. We deliver tailored, actively...

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Wilson Asset Management

Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney. Today, Wilson Asset Management is comprised of ten investment professionals who offer a combined investment experience of almost 100 years.

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Winston Sammut

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Yarra Capital Management

We are an independent and active Australian fund manager, offering clients access to fundamental equities, fixed income and multi-asset capabilities.

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