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.

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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 Duffy

Alex has 12 years of investment experience, all of which he has gained at Fidelity. He manages the Fidelity Emerging Markets Focus strategy. He holds an MA in Economic Analysis from the University of Nottingham.

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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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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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Alvise Peggion

Alvise joined Forager in 2013 and works for the Forager International Shares Fund. He has a degree in Finance (Honours) from the University of Adelaide and he is a CFA charterholder. Alvise is fluent in Italian, Chinese (Mandarin) and English.

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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.

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Andrew Macken

Andrew is responsible for managing the Montgomery Global Fund, ASX-listed Montgomery Global Equities Fund (ASX:MOGL) and global equity long/short strategy, Montaka Global Fund. Andrew oversees $500m in FUM.

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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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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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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.

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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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Chloe Stokes

Chloe joined Forager at the end of 2017 as a research analyst for the International Fund. She was previously employed by both KPMG and Deloitte in corporate finance roles, working on M&A advisory and restructuring engagements.

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Christine Jurzenski

Christine has been with Avenir Capital since 2014 and has 5 years of global equities experience. Christine is from the United States and studied at Franklin University in Switzerland.

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Christopher Dixon

Chris has been co-PM of the CI Global Equities Fund since November 2011, focussing on European and Japanese companies. He has travelled extensively, living in four countries and investing across multiple asset classes over his 15 year career.

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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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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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Curtis Cifuentes

Curtis is an Investment Director at Avenir Capital and is responsible for the portfolio management of the Avenir Global Fund. Prior to joining Avenir, Curtis worked at Platinum Asset Management, where he spent 15 years as an investment analyst.

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Daniel Want

Daniel oversees the research, consulting and investment management activities of Prerequisite Capital Management (www.prerequisite.com.au).

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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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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.

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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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Ellerston Capital

Ellerston Capital specialises in equity and alternative strategies. Today, we have over $5 billion in funds under management, including separately managed accounts (SMAs), wholesale funds and retail offerings.

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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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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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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 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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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.

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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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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.

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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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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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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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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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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.

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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 Hughes

Lachlan is the founder and CIO of Swell Asset Management, a boutique investment manager specialising in global equities.

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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.

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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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Miles Staude

Miles has over seventeen years’ of experience in trading, investment management and research, covering a wide range of financial markets. He is the Portfolio Manager of the Global Value Fund (ASX: GVF) and serves as a Director on the Global Value...

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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.

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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

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Nicholas Leitl

Nick is Senior Portfolio Manager for K2 on stock selection within both the Australian ARF and Asian ARF. He previously held roles within Macquarie Bank, BT Alex Brown and JM Financial Group. Nick holds a Bachelor of Economics and Finance from RMIT.

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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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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.

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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.

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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.

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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.

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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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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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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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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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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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Rob Tucker

Rob recently founded Chester Asset Management after 7 years at SG Hiscock where he was PM of the SGH Australia Plus product that delivered in excess of 10% outperformance per annum over 3.5 years.

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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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Staude Capital

The Global Value Fund is a listed investment company that provides shareholders with the opportunity to invest into global securities purchased at a discount to their underlying value.

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Stephen Arnold

Stephen founded Aoris Investment Management in 2017 and has been investing internationally for around 25 years. Before establishing Aoris Stephen was Head of International Equities at Evans and Partners for six and half years where he managed over...

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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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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 Samway

Tim is MD of Global and Australian equities manager, Hyperion Asset Management. Hyperion has won 2 overall Fund Manager of the Year awards in recent years and delivered outstanding returns over 22 years by focusing on long-term quality businesses.

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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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