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 Shevelev

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

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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 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.

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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.

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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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Bell Potter

Bell Potter is a member of the Bell Financial Group (BFG) of companies. We are one of Australia's largest full service stockbrokers and a leading financial advisory firm, offering a full range of services to private, corporate and institutional...

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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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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...

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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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Chris Stott

Chris is the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. He is also the Portfolio Manager responsible for WAM Capital (ASX:WAM), WAM Research (ASX:WAX), WAM Active (ASX:WAA) and WAM MicroCap (ASX:WMI).

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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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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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Guy Carson

Guy is the head of Australian Value Strategies at TAMIM Asset Management and is manager of the TAMIM Australian Equity All Cap Value IMA. Guy has over 13 years’ investment experience as an analyst and fund manager.

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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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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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Jason Teh

Jason founded Vertium Asset Management in 2017 and has around 20 years’ Australian equity investment management experience. He leads Vertium’s investment team and is responsible for the firm’s investment philosophy, process and portfolio management.

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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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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

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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 Wayne

Michael is Managing Director of Medallion Financial Group with a number of years’ experience in financial markets, specialising in financial strategies and investment management.

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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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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...

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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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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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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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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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Romano Sala Tenna

Katana Asset Management (AFSL Number 288412) was founded in September 2003 as a boutique investment management firm specialising in Australian Equities. In September 2005 Katana Capital Ltd, an ASX listed investment company (ASX code KAT), engaged...

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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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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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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...

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Tim Boreham

Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades’ experience of business reporting across three major publications.

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Weimin Xie

Weimin has more than 10 years direct experience in the Australian small to mid-cap equity market honed over 3 years with Ophir Asset Management as a portfolio manager, and 7 years with Kosmos Asset Management as an analyst.

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