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James Dougherty
Principal and Portfolio Manager • Lennox Capital
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Invest with Lennox Capital
About James
Bio
James is a founding Principal of Lennox Capital Partners and a Portfolio Manager of the Lennox Small Companies Fund. Prior to establishing Lennox Capital Partners, James was the lead portfolio manager of the Macquarie Small Companies Fund, which he ran since 2011. Prior to joining Macquarie, James worked at Morgan Stanley Australia and HSBC Investment Management, London.
Company
Lennox Capital
Position
Principal and Portfolio Manager
Joined
March 2017 (8+ years)
Previously
Macquarie Group
Portfolio Manager
November 2004 to January 2017
Experience
24 years+ experience
Accreditation/Awards
Bachelor of Commerce from the University of Adelaide and a Graduate Diploma in Applied Finance and Investment from Finsia.
Location
Sydney, Australia
Social
Investment Philosophy
- Lennox Capital Partners is an active boutique investment manager based in Sydney and majority owned by its principals. Lennox invests with a fundamental, bottom-up focus specialising in Australian small and micro-cap companies.
- We believe that independent earnings forecasts and a medium term investment horizon allow us to exploit inefficiencies that exist within the small and micro-cap marketplace. We target companies with compelling medium term valuations that we believe will not disappoint the market
- Our philosophy is based on the following three core beliefs: 1. The qualitative attributes of a company influence our ability to forecast real earnings 2. A small number of key drivers will determine a business’s success 3. Short-term earnings expectations must be met
Enquiries