TOL - 28th Jan, 2023
How Dawn Kanelleas perfected the science of small-cap investing
The former academic made the switch to asset management 28 years ago. Now, she manages billions on behalf of investors.
Dawn Kanelleas has always been academically competitive. The daughter of socially progressive Greek immigrants, she knew, even from a young age, that she was destined to break the social norms of the time.
And so, she decided academics would be a suitable path, donning a laboratory coat for a degree in the male-dominated world of science and later a research position at Oxford University.
Luckily, for many of her investors today, this didn't stick.
Backed with a PhD in rare earths, Kanelleas would go on to hold a litany of positions over nearly 15 years before becoming a senior portfolio manager at Colonial First State during the GFC. Today, she heads up First Sentier Investors' small and mid-cap coverage and oversees billions of dollars in the process.
But it's her desire to "win" that has truly helped her succeed in the world of finance. Over the past decade, Kanelleas has delivered staggering returns in the small-cap arena, far outperforming the S&P/ASX Small Ordinaries Index (see below).
In this episode of SAMIS, you'll learn all about Kanelleas' journey, her scientific strategy for success in small caps, as well as the other passions that have shaped the woman she is today.
Time codes
0:00 - Intro
3:34 - Early life
12:35 - Journey into academia
21:50 - Return to Australia
25:25 - Starting in finance
36:45 - Financial lessons
52:00 - Passions outside finance
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
Expertise
Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
Expertise
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