Experts in Australian Equities

Aaron Binsted is a Portfolio Manager/Analyst on the Australian Equity Team with Lazard Asset Management Pacific Co. Aaron commenced working with Lazard as an analyst in December 2002 and became a portfolio manager for the Australian Equity...

abrdn 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.

Adam joined Schroders in 2022 as Portfolio Manager following his tenure at Evans & Partners as Portfolio Manager. Adam previously served as an Executive Director and Head of Consumer Research at Goldman Sachs. He is a Chartered Account having...

Adam Lund is the Head of Trading at Spheria Asset Management and is a co-founder of the firm. His career began at Thomas Hopper & Partners Chartered Accountants where he worked across the taxation & accounting, audit and assurance and SMSF...

Adrian has over 16 years of investment experience across a broad range of sectors. Researching and investing in some of Australia’s most dynamic emerging leaders and small caps is Adrian's great passion. Adrian is a Portfolio Manager of the...

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.

Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants. Airlie has an active investment style that aims to deliver attractive long-term capital growth and regular...

Wheelhouse Partners is an independent asset manager with a speciality in risk-targeted investing. The firm manages two funds with two very different risk objectives; one a Global absolute return strategy and the other an alpha-seeking Australian...

Alexandra joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience. She has extensive knowledge of the industrials sector, ranging from large to micro-cap equities, as well as IPO and pre-IPO markets.

Alex Milton is a Principal and Co-Founder of NovaPort Capital, with 26 years of investment experience. Prior to establishing NovaPort, Alex worked at Challenger Limited managing over $200 million in funds."

Alex is a Portfolio Manager at Forager Funds Management, responsible for managing the Forager Australian Shares Fund alongside CIO Steve Johnson

This is an archived profile. Ally Selby was with Livewire Markets from 2020 to December 2024.

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.

Amy is portfolio manager of the Pengana High Conviction Property Securities Fund, and has over 20 years of property funds management experience. Previously, Amy has worked at Charter Hall/Folkestone for 6 years, managing a high conviction...

Andrew has over 40 years experience as on the buy-side, sell-side and corporate investing. Andrew currently runs East 72 Dynasty Trust, a unique long only wholesale trust investing in companies which are controlled by single shareholders or a...

Andrew is a Portfolio Manager at Martin Currie Australia (MCA) and a member of the Real Asset team with responsibilities for listed infrastructure, utilities and property. Andrew joined MCA’s predecessor firm in November 2011 as a Research Analyst...

Andrew is a Portfolio Manager at ECP, a long only, quality growth manager with a focus on Australian equities with a bottom up fundamental approach. His focus is on Large and Mid Cap stocks.

Andrew joined Merlon Capital Partners as Principal and Portfolio Manager upon its establishment in May 2010 and holds the role of Risk Management / Trade Execution. Prior to joining Merlon, Andrew was the Senior Dealer for Challenger Limited’s...

As co-founder of the business in 2007 Andrew has been an integral part in delivering strong investment returns from the infrastructure strategy. He has over 20 years’ investment experience and a strong stock picking track record.

Andrew is the Head of Implementation. He is Portfolio Manager for the institutional "Broadcap" Australian equities portfolio and for Dividend Builder Fund. Andrew is also Deputy Portfolio Manager for the Elite Opportunities Fund and the High...

Andrew is a Principal of Alphinity Investment Management. His focus is on the Financials and IT sectors, as well as portfolio management oversight. Andrew was previously a Vice President and Research Analyst for AB’s Australian Equities Fund, as...

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.

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.

Andrew Zenonos is a Portfolio Manager at Russell Investments focussing on Australasian equities and responsible for all aspects of portfolio management. He is also a member of the Global Equity SME team, and is a CFA charterholder.

Anna joined Wilson Asset Management in 2020 and works in the WAM Leaders (ASX: WLE) team. Anna has more than five years’ experience in financial markets. Prior to joining Wilson Asset Management in 2020, Anna was a sellside equity research analyst...

Anthony is the Portfolio Manager - Industrial Shares, 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.

Chester Asset Management is a high conviction equities fund manager co-founded in 2017 by Rob Tucker and Anthony Kavanagh, with a 25-40 stock benchmark unaware strategy comprised of predominantly broadcap (ASX300) stocks.

Anton Tagliaferro is one of Australia’s most highly respected value-style fund managers. Anton founded IML in 1998 with the purpose of creating a research-driven fund manager focused on building portfolios of companies that represent both 'quality...

Arden is a Portfolio Manager specialising in Australian Small & Microcap Companies with over a decade of experience. Arden has completed a double degree in Applied Finance and Commerce (Accounting) at Macquarie University and is a CFA Charterholder.

Arian founded VanEck Australia and leads VanEck's Asia Pacific business. Recognised as a thought leader and with deep experience in asset management across a range of asset classes, Arian’s passion lies in designing investment solutions and he is...

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

Auscap Asset Management is a value based, active Australian equities investment manager established in 2012. Auscap Asset Management is the Responsible Entity and Investment Manager for the Auscap High Conviction Australian Equities Fund and...

While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money...

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to a diversified client base that includes individuals, institutions and corporations.

Ben has worked as an Investment Analyst at Harvest Lane Asset Management since 2016 before being appointed Portfolio Manager in 2021, specializing in in-depth equity research and idea generation with a distinct focus on risk arbitrage and special...

Ben joined Schroders in 2022 as Portfolio Manager, following 5 years of asset management experience at Evans and Partners. Prior to this Ben worked as a senior sell side analyst in the industrials sector for 10+ years across at Evans and...

Ben Clark commenced his role as Portfolio Manager with TMS in 2005 and has over 20 years’ experience in the industry. Ben manages portfolio's directly for high net worth individuals as well as overseeing the TMS Concentrated Australian share...

Ben Griffiths is the managing director and a senior portfolio manager at Eley Griffiths Group and has over 30 years of financial markets experience. He Co-founded Eley Griffiths Group in 2002 with Brian Eley following a successful career as joint...

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

Ben Haan is the Chief Investment Officer of Tectonic Investment Management and the Portfolio Manager of the Tectonic Opportunities Fund. Prior to founding Tectonic, Ben was a former Partner at Partners Group, the Swiss-headquartered global...

Ben founded Totus Capital in 2011 and has over 20 years of financial markets experience on both the buy and sell side. As an analyst at UBS Australia and Morgan Stanley in London, Ben covered a broad range of companies and sectors.

Ben McVicar is a Portfolio Manager for the infrastructure strategies. Ben joined Magellan in 2013 as an Investment Analyst in the Infrastructure Team. Ben was promoted to Portfolio Manager in January 2017 and subsequently promoted to Sector...

Ben is a generalist equities analyst with a focus on emerging Australian growth companies.

Ben Rundle is Principal and Portfolio Manager at Hayborough Investment Partners and has over 18 years’ experience in financial markets. Prior to founding Hayborough, he spent 6 years as Portfolio Manager for NAOS Asset Management. Before NAOS, he...

Ben is the co-founder and CEO of Fresh Equities, a tech start-up helping sophisticated and wholesale investors get access to the majority of listed capital raises.

Blake is the Deputy Managing Director at Firetrail as well as Portfolio Manager for the Firetrail Australian High Conviction Fund. Blake’s primary sector responsibilities are Resources, Oil and REITs. Blake has over 21 years’ experience investing...

Brad joined the business in 2002. He has 28 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Australian equities team, process and portfolios. Prior to joining, Brad was...

Brittany joined Spheria in July 2021 as an analyst after working at QIC where responsibilities included research, asset allocation and portfolio management. Brittany has over 5 years of experience in funds management and holds a Bachelor of...

Bruce is Head of Active Quantitative Equity - Australia, for State Street Global Advisors. He has over 20 years' experience, covering Australian and global equites, long and short equities as well as global macro strategies.

Bruce Du is a Senior Analyst in the large cap equities team at IML. Bruce covers the Utilities, Gaming and Paper and Packaging sectors. Bruce Joined IML in 2016 and prior to that work for 10 years in equities on the sell side covering the...

Bruce is a Principal and Founder of Alphinity Investment Management. His focus is on the Consumer, Telecommunications and Property sectors. Bruce was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund...

Bruce is a Portfolio Manager, Executive Director and co-founder of Elston. His role includes portfolio construction and management, supervision, development and feedback on the research process. With many years of experience in the investment...

Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.

Callum Newman originally studied Communications (Journalism) before deciding financial markets were far more fascinating. Ever since, he’s been studying to discover why stock, commodity, currency and real estate markets move like they do. Today,...

Cameron leads investment performance analytics for the firm and is responsible for trade execution for equity and fixed income ETFs. Cameron was previously at Pacific Life Re Australia where he worked in the pricing and client solutions teams....

Camille is a senior investor with 15 years experience navigating market cycles, investing with a sustainability lens, integrating ESG, stewardship, corporate engagement and effective in public speaking and client development. Camille has covered a...

Carl has over 30-years investing experience and has helped investors navigate several bull and bear markets over this time. He is a well respected markets commentator who specialises in how the global macro impacts Australian and US equities. Carl...

Casey McLean joined Fidelity (Hong Kong) in July 2015 as an Investment Analyst where he covered the technology sector and energy sector across two rotations. He was promoted to Portfolio Manager, Fidelity China Innovation Fund in 2020. In July...

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.

Charles is the Managing Director of HB Biotechnology and has 10 years investment experience managing portfolios of both domestic and international Healthcare and Life Sciences companies. Charles has a PhD in Biomedical Engineering. Prior to...

My passion is equity research, portfolio construction, and investment education. There are some powerful processes that can help all investors identify great opportunities and outperform the market, and I want to bring them to life and share them...

Chris joined Allan Gray Australia in 2019 as a Research Associate, before becoming a Business Development Manager in 2020 and our Investment Specialist in 2023. Prior to joining Allan Gray, Chris worked at BT Financial Group from 2014 to 2019,...

Responsible for leading our investment team, Chris has served as a Director and Portfolio Manager of Ellerston since 2005, and has over 36 years investment experience. Prior to joining Ellerston, Chris co-founded the Melbourne based Investment...

After concluding an academic career, Chris founded Leithner & Co. in 1999. He is also the author of The Bourgeois Manifesto: The Robinson Crusoe Ethic versus the Distemper of Our Times (2017); The Evil Princes of Martin Place: The Reserve Bank of...

Chris Prunty is a co-founder and Portfolio Manager at QVG Capital; a boutique investment management firm specialising in smaller companies. QVG manages money on behalf of high net worth individuals and institutions in a 'best ideas' portfolio of...

Chris Robinson is an Investment Specialist at Firetrail, within the Australian equities investment team. His primary responsibility is providing investment and portfolio insights to professional investors and support to the Firetrail investment...

Chris is a Research Analyst in the Martin Currie Australia (MCA) Investment team. Chris specialises in fundamental research of the Industrials sector. Chris joined MCA in in July 2018 and alongside his Industrials research is charged with...

Working for more than 17 years in the Australian funds management industry, Chris has extensive experience investing in Australian equities.

Clare joined Fidelity International in 2019 as an Investment Analyst covering stocks across the Industrials, Consumer, Media, Gaming & Tech sectors and is based in Sydney, Australia. Clare has recently changed sector coverage to include...

Craig joined the business in 1995. He has 27 years’ experience, including 25 years in funds management and two years as an accountant. Craig started his career as a Graduate Accountant with Hong Kong Bank and then changed careers to become an...

Damon Callaghan is a Partner at ECP Asset Management, which manage a concentrated portfolio of high quality franchises expanding in the growth phase of their lifecycle.

Daniel has over 20 years of financial markets experience, and is Portfolio Manager of the Blackwattle Small Cap Quality Fund and Blackwattle Small Cap Long-Short Quality Fund.

Since joining IML in 2010, 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 growing portion of the IML Australian...

Daniel is lead manager for the Plato Global Shares Income Fund and Global Low Carbon Fund. Daniel is the chair of the Plato ESG Committee. Prior to joining Plato he was a Portfolio Manager at Realindex Investments, responsible for global equity...

Darko Kuzmanovic has been a Portfolio Manager at Janus Henderson Investors since 2015. Darko manages the global resources fund and has extensive experience in global resources markets. He has 24 years of financial industry experience.

David Allingham is a Portfolio Manager at Eley Griffiths Group and has over 16 years’ experience analysing small and emerging companies at Eley Griffiths Group. Prior to joining EGG in 2004, David worked in marketing at EMI Music Australia. David...

David Aylward is the Executive Chairman of Tribeca Investment Partners where he is responsible for leading the strategic direction for the firm and serves as Portfolio Manager across a number of Tribeca’s investment strategies. With an investment...

Author, columnist, investment strategist and macro-economist. Previous roles at Federal Treasury, OECD, Macquarie Bank and AFR. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.

After graduating from the University of Melbourne with a Bachelor of Commerce degree with honours, David joined the asset management team of Equity Trustees. It was there that he gained a solid foundation in fundamental research in Australian...

David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery, he was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

David joined Wilsons Advisory in 2020 as Head of Investment Strategy having spent more than 25 years as one of Australia’s leading investment strategists. He is responsible for overseeing the development of Wilsons' global and domestic investment...

David joined Bell Potter in 2015 as Senior Resources Analyst. Previously he was with CIMB as a Resources Analyst covering precious and base metals companies and prior to that was with Baker Steel Capital Managers where he worked as Research...

David is the fund manager for the Argonaut Natural Resources Fund - a high conviction investor in the Australian resources sector. He has over 25 year’s financial markets experience across stockbroking and funds management and has also held senior...

David is a client portfolio management analyst and is responsible for the Australian Equities team’s client communications. He also plays a pivotal role in the Firm's approach to ESG matters. David was previously an analyst on the Fundamental...

David has both a Bachelor of Laws and a Masters of Applied Finance. He is also a Solicitor of the Supreme Court of Queensland. David’s career started in law in 1994 before devoting his focus to financial services from 1996. Since then, his career...

David is a co-founder of Eiger Capital and Portfolio Manager for the Eiger Australian Small Companies Fund. David worked with Stephen and Victor at UBS from February 2012 and ran the UBS Australian Small Companies SIV Fund. Prior to joining...

David possesses 11 years experience, dedicated solely to the micro and small caps space and is a Co-Portfolio Manager of the Ellerston Australian MicroCaps Fund.

David joined NorthStar as an Executive Director & Co-Portfolio Manager in November 2024. With more than 26 years’ experience in the investment industry, he brings a wealth of knowledge in equities research, portfolio management and strategic...

David has over 5 years’ financial markets experience. His most recent role was as a sell-side investment analyst at MA Financial, covering a diverse range of industrial stocks. Prior to that, David worked at Schroders within the Australian...

David is the CIO for the K2 investment funds. In conjunction with his responsibilities as CIO, David dedicates his time managing an allocation of the Australian and Asian equity strategies.

This is an archive profile. David was a content editor at Livewire Markets from November 2021 to October 2023.

My journey to Longwave was not linear. Curiosity and a deliberate desire to build a deeper understanding of equity investing led me from equity research to an investment role at Schroders in Sydney founding microcap and small cap equity funds...

David Wilson is the Deputy Head of Australian Equities Growth. Prior to joining the business in May 2015, David held a variety of roles at UBS, including managing the Equities Research, Equities Sales and Family Office businesses. Throughout...

Dawn manages a range of small companies portfolios as well as researching and analysing a range of Australian listed stocks in the small companies and midcap sectors. Dawn has more than 20 years of investment industry experience.

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.

Dion is Executive Chairman and Head of Australian Equities. He is responsible for leading the Australian Equities team, and is a Porfolio Manager focussed on large cap equities. Prior to transitioning to Yarra Capital Management, Dion was the...

Dominic is Portfolio Manager of the Montgomery Small Companies Fund – a small-cap Australian equity fund investing in 30 to 50 high quality, undervalued small and emerging companies with strong growth potential. The fund invests outside the ASX100.

Donny’s unique investment approach focuses on identifying growth companies with high quality, sustainable business models based on the core investment Fascinations of Intellectual Property, Network Effects and Loyalty. With experience in both...

David has more than two decades’ experience investing in global equities. Prior to joining Plato Investment Management he worked for JP Morgan Asset Management in London for fifteen years becoming one of the youngest managing directors in the...

Don has over 25 years investment management experience. He founded Plato Investment Management Limited in 2006. Prior to Plato, Don was Head of Active Equities, Asia Pacific and a member of the global Senior Management Group at State Street...

Dr Melissa Benson is a healthcare analyst at Wilsons Advisory, joining the team in 2020 after a career in academic and clinical research focused on drug development. Melissa’s core coverage focuses on pharmaceuticals, early stage biotech and...

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. Prior to joining Lazard in 1999, Philipp was the Head of Financial Markets...

Dr Shane Storey has led Wilsons Advisory's healthcare equities research since 2008, joining the team after a career in engineering and venture capital funds management. Shane’s core coverage has comprised biopharmaceuticals, medical devices and a...

Duncan Simmonds, CFA, is a Senior Investment Analyst at WaveStone Capital, covering Resources and Healthcare. Duncan joined WaveStone in 2018. He started his career in equities in 1999 and has previously worked at Bank of America Merrill Lynch at...

Dushko has nearly 30 years of experience in the investment industry and has responsibility for leading the Australian Equities Growth team and the successful implementation of its investment process across its range of investment strategies. He is...

Ed is the co-manager of the Pengana Emerging Companies Fund, and established the Fund in 2004 with Steve Black. Prior to joining Pengana, Ed was a Director of Citigroup, and Head of the Small Companies research team.

Ed is Deputy Portfolio Manager of the Yarra Ex-20 Australian Equities Fund and is responsible for research and analysis of banks, diversified financials, infrastructure and utilities securities. Ed previously worked for 10 years as an...

Eleanor Swanson is a Portfolio Manager at Firetrail Investments for the Firetrail Australian Small Companies Fund. Eleanor's primary sector responsibilities are Technology, Healthcare and Australian Small Companies. Eleanor has over 10 years’...

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.

Elfreda is an investment specialist at Alphinity Investment Management. Prior to joining Alphinity, Elfreda spent 13 years at Deutsche Bank in South Africa in Equity Sales where she was responsible for selling Deutsche Bank’s global research...

Emma has over 10 years investment experience, with roles in investment research at Airlie, Fidelity and Nomura. She holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney.

Eric joined Celeste in 2020 as an Analyst. Prior to joining Celeste, Eric spent 2 years as an Advanced Specialist in Cash Equities & Derivatives at Bloomberg. Eric started his career at Livewire Markets in 2017.

Erwin Tan is a Senior Investment Analyst at Lakehouse Capital and Deputy Portfolio Manager for the Lakehouse Small Companies Fund. Erwin is the strategy captain for our networks fascination. Previously, Erwin was a Research Analyst at PAC Partners...

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.

Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities

First Sentier Investors is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together teams of active, specialist investors who share a common commitment to responsible...

Fisher Investments Australia® is a subsidiary of Fisher Investments—an adviser serving individuals and institutions globally. Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd, which provides services to...

Flavia Cheong is the Head of Asia Pacific Equities on the Asian equities team, where, as well as sharing responsibility for company research, she oversees regional portfolio construction. Before joining the company in 1996, she was an economist...

With approximately $410 million in funds under management (as at February 2025) and a focus on long-term investing, Forager Funds is a unique Australian asset management company. Forager runs an Australian Shares Fund and International Shares Fund...

The Future Generation Companies, Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), are Australia’s first listed investment companies to provide investment and social returns. Future Generation provides shareholders...

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...

Gary Merkel is an Associate Portfolio Manager at Elston Asset Management, a high-conviction manager that adopts a team-based approach to long-term investing. Gary joined Elston in May 2015. His role includes portfolio construction and management...

Gary is the Portfolio Manager of the Montgomery Small Companies Fund – a small-cap Australian equity fund investing in 30 to 50 high quality, undervalued small and emerging companies with strong growth potential. The fund invests outside the ASX100.

Geoff Wilson has over 43 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and created Australia’s first listed...

George has over 25 years experience in the financial services industry as an Investment Strategist, Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic firms.

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.

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.

Greg is an Equity Strategist in the Investment Strategy team at Wilsons Advisory. He is the lead portfolio manager of the Wilsons Advisory Australian Equity Focus Portfolio and is responsible for the ongoing management of the Global Equity...

Fat Tail is Australia’s largest independent financial publisher. Greg is Editor of its flagship newsletter, The Fat Tail Investment Advisory, where he writes market commentary and looks for out-of-favour ASX 200 stocks on the cusp of a...

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.

Hamish joined SGH in July 2015. He is Portfolio Manager of the SGH High Conviction Fund. Prior to this he worked at Goldman Sachs, where he was Chief Investment Officer – Australia for Global Investment Research. Hamish’s distinguished career in...

Co-founder of HD Capital Partners and founder of Capital H Management. Portfolio Manager of the Capital H Inception Fund. Previously worked for Pie Funds and Bligh Capital.

Harry currently runs Hamma Capital, advising and investing alongside consumer, tech and impact companies. He was previously a portfolio manager at Watermark Funds Management. Prior to this, he was an Equity Analyst with Macquarie Equities. Harry...

Hendrik is an Equities Analyst at Katana Asset Management, a specialist Australian Equities manager with over $120m FUM. He works alongside three Portfolio Managers conducting investment research and evaluation. Hendrik has 10+ years Corporate...

Henry joined Wavestone in 2020. He has worked in equity markets since 2013. Prior to Wavestone he worked at VGI Partners in New York and prior to that on the sell-side at CLSA and Shaw and Partners. He holds a Bachelor of Business and a Bachelor...

Atlas is a boutique investment manager focused on income-related strategies in both Australian Equities and Listed Property and Infrastructure. The Atlas Concentrated Australian Equity Portfolio is a managed discretionary account (MDA) available...

Hugh is co-manager of the IML Australian Share Fund and is Portfolio Manager of the IML Concentrated Australian Share Fund. He is also the Head of Research for IML. Hugh has extensive investment experience in equities, and holds a M. Phil...

Hyperion Asset Management is singularly focused on delivering outperformance over the long-term through investing in high calibre Australian equities.

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.

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.

Jack McNally joined Airlie’s investment team in April 2023 as an Equities Analyst. Prior to Airlie, Jack worked as an Investment Associate at 5AM Capital, a boutique global listed equity manager, where he was involved in the establishment of the...

Jai manages the domestic and global portfolios, backing growth companies that are providing solutions to global challenges. He has undergraduate degrees from The University of Melbourne, and a postgraduate degree from The London School of Economics.

James has been portfolio manager of the Fidelity Future Leaders Fund since 2013, after joining Fidelity in 2003. Prior to that he worked at Constellation Capital Management, BNY Equities and Ernst & Young. James holds a Master of Commerce.

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...

James is Head of Research and has more than 14 years’ experience as a senior analyst with Wilsons Advisory. His core coverage has comprised food and agriculture, health and wellness foods, automotive, and diversified industrials. Throughout his...

James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and...

James Hawkins is a Partner and Head of the Catalyst Fund. Prior to joining L1 Capital in 2021 James spent nearly ten years at Flagstaff Partners, where he was a Managing Director and Equity Partner that originated and executed M&A, equity and debt...

James is a Portfolio Manager for the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. His primary sector responsibilities are Transport, Gaming, Infrastructure and Contractors. 12+ years’ experience investing in equity markets.

James has over 19 years’ experience in investment management. Prior to joining Tyndall, James was an Equity Analyst and Portfolio Manager at DVA Capital specializing in Asian equities, an Asset Consultant with JANA Investment Advisers and a Risk...

James Rutledge is the Portfolio Manager for the Pure Value strategy and an analyst covering building materials, steel and paper and packaging. James joined Perpetual Asset Management Australia in May 2017, having previously been at Morgan...

Jared is a Senior Investment Analyst and has been with NAOS since April 2021. Jared holds a Bachelor of Commerce, majoring in Accounting and Finance, from the University of Notre Dame, Sydney and is a CFA Charter Holder

Jason is the Chief Investment Officer and co-founder of Hamilton12, which launched the Hamilton12 Australian Shares Income Fund in 2022 and the Hamilton12 Australian Diversified Yield Index in 2020, a custom index of S&P. Jason’s knowledge of...

Jason has over 28 years’ experience in investment management. Prior to joining Tyndall, Jason worked with ASSIRT and Deutsche Funds Management as an analyst and portfolio manager focusing on strategic asset allocation, managed funds research and...

Jason is part of the ECP investment team that manage a concentrated portfolio of companies in the growth phase of their life-cycle, able to expand their economic footprint through time. Jason is a Partner at ECP, and is the Head ESG Officer.

Prior to joining Antares Equities Jason was a research analyst with Portland House, a large family office. His research focus was on future technologies including renewable energy, biotechnology and digital transformation. Previously Jason was a...

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.

Jason is a founding member of Sanlam’s international distribution team and is spearheading the use of Artificial Intelligence to manage risk in portfolios. He has worked in UHNW family offices & founded both a Fintech and Fund Distribution business.

Jay is the founder of Foresight Analytics, a leading provider of data driven research and consulting services to asset managers, asset owners and wealth groups. Jay has over 20 years of investment, research and portfolio management experience.

Jed is a content strategist at Market Index. He writes Market Index's Weekend Newsletter, which goes out to 100,000+ Australian investors every Sunday.

Jelena joined Platypus in 2008 as a senior equities analyst with a focus on the healthcare, agriculture, consumer and media sectors. In 2016 Jelena was appointed portfolio manager for Platypus’s flagship equity portfolio which currently has more...

Jerram is a global microcap analyst at Spheria Asset Management. Prior to joining Spheria in March 2019, he worked for Pinnacle Investment Management in Investment Management Services. Jerram holds a Bachelor of Commerce (Hons) from the University...

James specialises in fundamental research of the Australian consumer and industrials sectors. Prior to joining Martin Currie Australia in October 2009, James was an analyst at PM Capital, where he spent four years covering the consumer staples and...

Joel Fleming is the Portfolio Manager for the UBS Microcap Fund , a fund which has been managed by Yarra Capital Management since August 2014. Joel previously spent seven years at UBS Asset Management, where he was the lead Microcaps Portfolio...

Joe Wright joined Airlie as an Equities Analyst in 2021. Prior to joining Airlie, Joe was as an equities analyst in the Australian equity team at Schroders from 2017. In this role he undertook detailed fundamental equity and industry research...

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...

John has 35 years experience in funds management and corporate advisory services. Prior to establishing Clime, John’s roles included ten years at NRMA Investments as the head of equities. Clime is a management and advisory business for mainly SMSFs.

John has 12 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord...

John co-founded Paragon in 2012 and became principal and majority shareholder from 2017. John is responsible for executing the investment strategy and managing the Paragon Australian Long Short Fund. John has had 16 years in financial markets,...

John is the Head of Fundamentals. He is Portfolio Manager of the Ex-20 Australian Equities Fund, Ex-20 Model Portfolio and the Select Alpha Strategy. In addition he is the Deputy Portfolio Manager for the Elite Opportunities Fund. John is also...

Jonathan has worked in the finance industry for almost 20 years, focused primarily on growth and expansion stage companies. Jonathan is an Investment Manager on the CVC Emerging Companies Funds.

I have a keen interest in markets and investor psychology, with a mission to make challenging topics accessible to everyone. I have a soft spot for junior explorers and I enjoy seeking value opportunities in left-field areas mainstream players...

Joseph Constable is the Portfolio Manager of H&G High Conviction Limited (ASX: HCF) and an executive director of Hancock & Gore (ASX: HNG) since June 2020. He began working in funds management in 2014 and has experience with UK-based Smith and...

Joseph is a Portfolio Manager for the Large Cap Equities Portfolio at Washington H. Soul Pattison. Prior to this he was Portfolio Manager of The Montgomery Fund – a high conviction all-cap Australian equity fund and also Head of Fundamental...

Joseph Koh is a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Joseph assumes analytical responsibilities across the Banks, Gaming and Finance sectors within the team. Having...

Joshua has worked as an Investment Analyst across different verticals of the financial sector for 10+ years. Experience includes equities research (long/short), manager research and multi-asset portfolios.

Josh is an equity analyst within the large cap team at IML and has worked in markets since 2017. Josh covers Banks, Building Materials, Transport, Food and Beverages, and Diversified Financials. Prior to joining IML Josh spent 6 years in sell side...

Julian McCormack joined Merlon in August 2024 in the role of Portfolio Manager, Engagement, to assist with our engagement efforts with portfolio companies, communication with external stakeholders and investment analysis focused on commodities....

The past 19 years of Jun Bei's career have been with Tribeca. Starting as an equity analyst in 2005, she spent several years as a Portfolio Manager, and in 2019, took over the Alpha Plus Fund, one of Australia's longest running equity long short...

We are active, high conviction investors in Australian shares. As an absolute return manager, Watermark offers a proven alternative to traditional institutional funds.

Justin joined Allan Gray from PwC in 2015, where he had consulted to clients in government and healthcare. He has a Bachelor of Science with Honours and a Doctor of Philosophy in Mathematics from the University of Sydney and is a Graduate of the...

Justin joined the firm in 2022 prior to the acquisition of Global X and supports Product and Investment Strategy initiatives. Previously, Justin worked in business development and marketing in the legal industry. Justin holds a Bachelor of Liberal...

Justin Teo joined Fidelity International in March 2017 as an Investment Analyst covering stocks across the Industrials (cyclicals), Natural Resources and Utilities sectors and rotated onto the Healthcare sector in November 2022. Justin is based in...

Justin Woerner is a Portfolio Manager at Elston Asset Management, a high conviction manager that adopts a team based approach to long term investing. Justin joined Elston in May 2019, his role includes portfolio construction and management across...

Karen Towle joined Tribeca in 2011 as an Investment Analyst, responsible for analysing various industrial stocks across Tribeca’s range of funds. In 2017 Karen was promoted to Portfolio Manager for the Tribeca Special Opportunities Fund which has...

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.

Katie is a portfolio manager focused on the small and midcap universe and, in addition, serves as the Firm's Head of Australian Equities Research. Katie has more than 20 years of experience in investment markets, including roles as an equities...

Kerry is a Content Strategist at Market Index. He writes the daily Morning Wrap and Weekend Newsletter. Kerry is passionate about trading and the catalysts that influence the market. His content focuses on highlighting the key data and insights...

Dr Kingsley Jones is Founding Partner/CIO for Jevons Global. He has been Portfolio Manager for the Macquarie Global Thematic Fund and Global Head of Quantitative Trading Research at AllianceBernstein, and holds a PhD in Theoretical Physics....

Kofi is a professional investor and shares his thoughts at www.fujikapital.com. He previously worked as the Head of Technology Research at Karst Peak, an investment management firm based in Hong Kong and Australia that focuses on public and...

With a history tracing back to 1848, Lazard Asset Management has long served as a trusted advisor to governments, businesses, and individuals around the world. Lazard Asset Management now operates from 24 cities across 18 countries with a global...

Leon de Wet is a Portfolio Manager and Shareholder in Elston Asset Management (“Elston”), a high conviction manager that adopts a team based approach. Leon joined Elston in December 2009 and has direct portfolio management responsibility for both...

Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market and Fixed Interest Investments for individuals, companies, self-managed super funds, institutions and family offices.

Private wealth advice for high-net-worth and ultra-high-net-worth families, family offices, and for-purpose organisations.

Liam is a founding Principal of Lennox Capital Partners and a Portfolio Manager for the Lennox Small Companies Fund. Prior to establishing Lennox, Liam worked with James on the Macquarie Small Companies Fund since 2011. Liam joined Macquarie in...

Lucas is the portfolio manager of the IML Australian Smaller Companies Fund, as well as an equities analyst covering the technology, media and telecommunications sectors

Established by Luke and his partners in 2013, Harvest Lane seeks to generate superior, risk-adjusted returns regardless of prevailing market conditions with a particular focus on ‘corporate events’, including mergers and acquisitions.

Luke Howard is a Portfolio Manager at Chester Asset Management, a high conviction equities fund manager founded in 2017 and with a 25-40 stock benchmark unaware strategy comprised of broadcap (ASX300) stocks and up to 10% in select non-index names.

Luke is the trusted financial adviser to some of Australia’s most successful families, professionals, and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. Prior...

Luke is the Portfolio Manager for the Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. Luke brings to Ausbil over 20 years’ experience in the resources sector, both at a corporate level and as an equity...

Luke is founder of Merewether Capital and Portfolio Manager of the Merewether Capital Inception Fund, a micro cap boutique funds management firm.

Marcus is the co-founder and CIO of Blackmore Capital. Marcus' career spans over 27+ years focussed on Large Cap Australian Equities including work as a research analyst at McIntosh/Merrill Lynch, Portfolio Manager at Cooper Investors, and CIO...

Marcus Burns is a portfolio manager at Spheria Asset Management and is a co-founder of the firm. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years. Marcus...

Marcus Padley founded Marcus Today in 1998 and leads the team of analysts and market commentators that publishes a daily stock market newsletter, presents four podcasts and runs an $80m Australian equity fund. He is passionate about educating and...

Marcus is Deputy Portfolio Manager of the Yarra Australian Equities Fund, Co-Portfolio Manager for the Yarra Real Assets Securities Fund and Yarra Income Plus Fund and is actively involved with the Tax Advantaged Investor investment strategy. He...

In his role at IML, Marc assists Simon Conn in portfolio management responsibilities of all three Small Cap Funds and covers small cap stocks. Marc joined the funds management industry in 1999 and is a CFA Charterholder.

As Chief Investment Officer, Mark East is responsible for the five funds BAEP manages on behalf of its retail and institutional clients. As active investors, we aim to outperform the market’s long-term gain via a research-intensive and high...

Mark Landau is the Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed L1 Capital's Australian equities strategies including the flagship L1 Capital Long Short Strategy....

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.

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,...

As a global active equity specialist, crafting high-conviction portfolios, Martin Currie’s aim is to deliver attractive and consistent risk-adjusted returns for its clients. Founded in 1881, Martin Currie has a long history in funds management....

Martin established Equitable Investors and the Dragonfly Fund in 2017 after serving as an investment manager with Thorney Investment Group. Equitable seeks out unique opportunities with intensive research and constructive corporate engagement

Matt is Co-Portfolio Manager for the Maple-Brown Abbott Australian Small Companies Fund. He has 14 years investment experience in the Australian small and micro cap space, previously working for AMP Capital, IFM Investors and Macquarie Group.

Matthew Booker is a portfolio manager at Spheria Asset Management and is a co-founder of the firm. He has managed small company portfolios through volatile market cycles for over 15 years and has established a strong track record for generating...

Matthew is a portfolio manager for MCA’s Active Insight portfolios, and also specialises in fundamental research of the Australian financial sector. Prior to joining the firm in June 2013, Matthew worked at Merrill Lynch for nine years, and was...

Matthew is a Portfolio Manager at Firetrail Investments for the Firetrail Australian Small Companies Fund. Matthew’s primary sector responsibilities are Resources and Industrial Small Companies. Matthew has over 13 years’ relevant industry...

Matthew has more than 20 years’ experience in the investment industry working as both a portfolio manager and analyst. Prior to joining Wilson Asset Management in 2004, Matthew gained extensive large-cap experience in his previous role within...

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.

Matthew has more than 23 years’ experience in investment analysis and funds management. Matthew co-manages the Greencape Broadcap Fund with Ryan Green, managing over $3 billion in funds under management. Before entering the financial services...

Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney-based manager that focuses on identifying small fast-growing businesses.

Matt entered investment management in 1993 and has over 20 years industry experience. Since joining Airlie in July 2016 he has managed Australian share strategies for institutional clients. Prior to that, he was Head of Equities at Perpetual.

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...

Michael was appointed as Chief Investment Officer at Solaris in May 2018, while maintaining his position as Analyst as well as being the Core, High Alpha and After-tax Product Specialist. Previously he was the Head of Dealing. Prior to...

Michael is a member of the investment and management team at Centennial Asset Management. Prior to this, Michael worked at Merrill Lynch as a Healthcare Analyst for a decade and more recently at Morgan Stanley within the small cap Institutional...

Michael manages a global equity investment fund focused on technology and the life sciences. Michael completed undergraduate and graduate chemistry degrees at Magdalen College, Oxford University, and studied finance at the London School of Economics

Michael is the MD and one of the founding partners of the Collins St Value Fund. The Collins St Value Fund is one of the best performing Funds in Australia - having ranked among the top 10 performing funds across all Australian Equity mandates by...

Michael Massey is a Partner at Koda Capital and advises family offices and high net worth individuals. Areas of expertise include asset allocation, alternatives, fixed interest, capital markets and risk management hedging strategies.

Michael co-manages the Tyndall Australian Share Income Fund and has 23 years’ investment experience. He leads Tyndall’s analysis of the Media, Telco and Transport sectors.

Responsible for co-managing the IML All Industrials Share Fund, and the IML Equity Income Fund. He holds a PhD in Finance from UQ and the position of Adjunct Associate Professor of Actuarial Sciences at Bond University.

Michael is an Investment Analyst within the Tribeca Global Natural Resources investment team with key sector coverage across precious and base metals, bulk commodities, and specialty metals. With almost two decades of experience as a specialist...

Michael manages the Ausbil Active Dividend Income Fund. Michael has over 34 years of quantitative, actuarial and financial markets experience working in Sydney and Melbourne with companies such as AMP Capital, ING Investment Management, Mercantile...

As Head of Research for MCA, Michael has oversight of the research function of the MCA investment team alongside his research coverage of materials and energy. Michael joined Martin Currie Australia in December 1993 after working for four years...

Michael is co-Portfolio Manager of the Firm's Smaller Companies strategy and is responsible for analysing the consumer sector and ex-100 companies within the Australian equities team. Michael previously spent nine years as an investment...

Michael has over 24 years’ experience in equity analysis. Prior to joining Tyndall, Michael was Executive Director – Equities Research at Commonwealth Bank of Australia. Previously, Michael held Equities Research roles at Morgan Stanley, Credit...

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

Michelle is the Head of Australasian Equities and Portfolio Manager at Pie Funds. Previously, Michelle had worked with abrdn since 2004. Michelle has also worked for Watson Wyatt as a Quant Analyst. Michelle holds a BA in Applied Finance and...

Mike has over 20 years of experience as a portfolio manager/equities analyst covering a wide range of Australian industrial companies. He was most recently the portfolio manager for ESG funds at Integrity Investment Management and prior to that a...

Mitch joined NovaPort Capital in March 2014 as Senior Analyst. Prior to this, Mitch worked at Macquarie Securities Australia for four years in the Resources research team where he was lead analyst covering the gold sector.

In 2012, Monash Investors was established by two of Australia’s most experienced fund managers in Simon Shields and Shane Fitzgerald. In 2018 Sebastian Correia joined the team and is now a Co-Portfolio Manager. Both Simon and Shane have over 30...

Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...

Naheed is Deputy PM of the Flinders Emerging Companies Fund which provides investors with an actively managed portfolio of listed small and emerging Australian companies, and is one of the top investment managers in the space.

Natalie is an investment director with over 15 years’ experience in equity markets. She joined abrdn in 2005 from Deutsche Bank where she worked as a research analyst covering the Media sector. Natalie previously worked at Rothschild (Investment...

Nathan Parkin is the Investment Director and Co-Founder of Ethical Partners. He has 28 years’ experience in Australian financial markets including most recently prior to Ethical Partners as Deputy Head of Equities at Perpetual Investments. He was...

Neil founded Merlon Capital Partners in May 2010. Prior to Merlon, Neil was Portfolio Manager of Challenger Limited’s Australian Share Income Fund, having established the strategy in 2005. Neil joined Challenger in 2004 as a Senior Industrials...

Nicholas is a Content Editor at Livewire Markets. He is passionate about equities, the law and basketball.

Harvest Lane is Australia's only pure play M&A focused Fund Manager. I've been working in the investment management industry for over 25 years in Sydney, New York and London. I have a strong track record of increasing wealth for investors.

Nick joined Eley Griffiths in September 2016 after 6 years at the global equity research house CLSA, in both analytical and research sales roles in the US & Australia. Prior to financial markets Nick spent 4 years as a practicing lawyer.

Nick Maclean has 20 years experience in financial markets. Prior to founding Surrey Asset Management which is a high conviction, long only Small & Mid Cap Australian Equities Fund Nick most recently worked for Cooper Investors.

Nick is responsible for leading the Australian Equities team and is Portfolio Manager of the Elite Opportunities Fund and Core Opportunities Model Portfolios, and is Portfolio Manager of the High Growth Shares Fund. Nick previously worked on a...

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.

Many people think equity investing is all about finding companies that offer the best returns. We’re focused on the best way to form equity portfolios to deliver the best risk-adjusted returns, in line with specific return and risk objectives. Our...

Oscar has more than 14 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.

Managing Director at Firetrail Investments as well as Portfolio Manager for the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. 34+ years’ experience investing in equity markets.

Patrick is the founder and director of PLP Finance Media, a content production and strategy consulting agency specialising in investment content and communications. He also writes for A Rich Life. Patrick was a Market Analyst, Editor, Senior...

Paul is a Portfolio Manager at Celeste Funds Management heading up a team that manages Australian equities. Paul has over 27 years of investment markets experience, previously at Merrill Lynch Investment Managers, BT Investment Management and Ord...

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.

Paul has over 24 years of investment experience and is the Head of Equities and the Portfolio manager for the Concentrated Equity, Pure Equity Alpha and Pure Value strategies.

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

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.

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

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Perpetual Asset Management Australia is a dynamic, active manager, offering an extensive range of specialist investment capabilities...

The Perpetual Equity Investment Company Limited is an ASX listed investment company offering investors access to a portfolio of predominantly high quality Australian and global listed securities, selected by Perpetual Investment Management Limited.

Peter is a Senior Portfolio Manager and manages the Plato Australian Shares Income Fund. He is a founder of Plato and has 15 years investment experience. Peter received 1st Class Honours and a PhD from UNSW.

Peter Quinton joined Bell Potter in 2000 as Head of Research Services. He has over 40 years’ experience in stockbroking, encompassing a number of senior management positions centred on writing and marketing reports on investment strategy and asset...

Peter is co-Portfolio Manager at ARCO Investment Management. Prior to co-founding ARCO IM in 2008, Peter served as a Managing Director in the Equities Division of Citigroup Australia and as an Executive Committee member.

Philip King is the CIO at Regal. Philip holds a Bachelor of Commerce (Hons) from the University of NSW, is a Fellow of the Financial Services Institute of Australasia, a member of the UK Society of Investment Professionals and a Chartered...

Phillip Hudak joined Maple-Brown Abbott in April 2022 as Co-Portfolio Manager for Australian Small Companies, bringing over 22 years’ investment experience, with 17 years dedicated to Australian small cap equity portfolio management and...

Prasad joined Platypus in 2008 as portfolio manager and was appointed Head of Qualitative Investments in 2016. Prior to joining Platypus, Prasad was the Chief Investment Officer with Audant Investments Pty Ltd, joining that company in 2001....

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 a CFA charter holder...

Rachel is a Senior Analyst at Eiger Capital. Prior to joining the firm, she was a Senior Investment Analyst and Property Manager at Truffle Asset Management, a medium sized fund manager based in South Africa for almost 5 years. While at Truffle...

Raelene has 20 years’ experience in quantitative equities. Prior to joining Realindex, she served as an Associate Director and Senior Quantitative Analyst at Macquarie Securities in Sydney. She has also undertaken and published research on various...

Ramoun is a Portfolio Manager at Firetrail Investments for the Firetrail Absolute Return Fund. Ramoun’s primary sector responsibilities include Resources, Materials, Steel, and Industrials. Ramoun has over 21 years’ relevant industry experience....

Randal Jenneke is a portfolio manager and head of Australian equities in the Australian Equity Investment team for T. Rowe Price.

Raphael Lamm is the Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Raphael has jointly managed L1 Capital's Australian equities strategies including the flagship L1 Capital Long Short...

Reece has held the role of Chief Investment Officer (CIO) of Martin Currie Australia (MCA) since 2006, and is also the lead portfolio manager for MCA’s Value Equity, Equity Income and Diversified Income & Growth strategies. In his time as CIO, the...

Rhett is the CIO and Fund Manager of the Pengana Australian Equities Fund, and joined Pengana in October 2007, bringing with him over 18 years of experience as an investment professional at the time.

Richard co-manages Blackmore's Blended and Income portfolios and brings more than 24 years experience in financial markets encompassing equities research and portfolio management at Argo Investments, Antares and AMP Capital.

Richard authors “The Coppo Report”, a highly regarded market newsletter. He has over 30 years’ experience in financial markets, beginning his career at Ord Minnett where he worked for 15 years, before moving to Goldman Sachs.

Richard is Portfolio Manager of the Emerging Opportunities Fund at Prime Value Asset Management. He has over 18 years experience covering Australian small cap equities which is the fund’s key focus. In addition to his Australian investment...

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.

Robert was appointed Head of Investments in 2009 and has been a Portfolio Manager since joining OC Funds Management in 2001. Robert is also an Executive Director of parent company, Copia Investment Partners.

Robert is the founder and Portfolio Manager of Glenmore Asset Management, which commenced in 2017. The Glenmore Australian Equities Fund is a long only fund focussed on investing in high quality businesses for the long term. Since inception in...

Rob has over 20 years’ financial markets experience, most recently spending 15 years with Ellerston Capital. He was also a member of Ellerston’s Broker Review and ESG committees. He began focusing on small cap research in 2013, eventually joining...

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.

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.

Roger Montgomery founded Montgomery Investment Management in 2010. Roger has more than three decades of experience in investing, financial markets and analysis. Roger also authored the best-selling investment book, Value.able.

Katana Asset Management was founded in September 2003 as a boutique investment management firm. Katana employs an all opportunity investment mandate being style, sector and market cap agnostic.

Rudi is Head of the Equity Income and Target Return Income Funds, and is responsible for investment strategy, stock selection, portfolio construction, investment process enhancement and management of the Equity Income investment team

Russel is Head of Investments and Capital Markets at VanEck in Australia. An actuary with over 25 years’ experience in financial services, specialising in asset and wealth management.

CIO, REQON Funds Management. 23 years Investment management. Delivering material market outperformance for investors.

Sam is part of the ECP investment team which manage a concentrated portfolio of high quality franchises expanding their economic footprint. Sam is a CFA Charterholder. Prior to joining the team at ECP, Sam spent 8 years at Bell Potter Securities...

Sam is the Founder and Portfolio Manager of Equanimity Partners, which is the investment manager of the Equanimity High Conviction Fund. He was previously a Portfolio Manager at Totus Capital and an analyst at NAOS Asset Management. He holds a...

Sam joined Wilson Asset Management in 2018 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Sam has more than six years’ experience in financial markets and has worked in the financial industry for more than 10 years. Prior...

Sam Ruiz is a Portfolio Specialist in the Equity Division at T. Rowe Price, representing the firm's global and Australian equity portfolio managers to clients, consultants and prospects.

Sara is a Content Editor at Livewire Markets. She is a passionate writer and reader with more than a decade of experience specific to finance and investments. Sara's background has included working at ETF Securities, BT Financial Group and...

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.

Scott is a Portfolio Manager at Firetrail Investments for the Firetrail Australian High Conviction Fund. Scott’s primary sector responsibilities include Financials, Healthcare and Telecommunications. Scott has over 19 years’ relevant industry...

Scott is the Executive Chairman at Fiftyone Capital. As the previous CEO, Scott founded the company to manage not only his own wealth, but the wealth of other investors and families looking for a safe harbour for their capital.

Sean is a fundamental and quantitative equities investor, with more than 20 years of experience managing Australian equity investment portfolios. Prior to forming Sage Capital, Sean was Portfolio Manager at Tribeca Investment Partners and AMP...

Sean Roger is the Deputy Portfolio Manager for the Perpetual SHARE-PLUS Long-Short Fund and the Perpetual Pure Equity Alpha Fund. Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as...

Sean Sequeira jointly established Australian Eagle Asset Management in 2004. Sean was appointed Australian Eagle’s Chief Investment Officer in 2016. In partnership with Montgomery, Sean is Portfolio Manager of The Montgomery Fund and The...

Sebastian is a Portfolio Manager at Monash Investors, a long/short Australian equity manager with an absolute return focus. Sebastian is a CA (ANZ) with over 10 years’ experience in corporate finance, valuations and management consulting. Prior to...

Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS Asset Management Limited. Sebastian is the major shareholder of Naos and has worked in the firm for over 13 years. Sebastian has a Bachelors Degree in Commerce Majoring...

Combining over 25 years’ experience to offer compelling early stage insights on pre-ipo and microcap companies mispriced and misunderstood by the market. We maintain a long/short absolute return focus, with strict stock selection criteria.

Shaun joined Wilson Asset Management in 2020 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Shaun has more than 10 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side...

Shawn has been with abrdn since 2019. Shawn is a generalist investor that has spent most of his career covering small and mid-cap companies. Prior to joining abrdn, Shawn spent 5 years as an investment analyst at Adam Smith Asset Management. Prior...

Simon Conn has been a member of IML’s investment team since the company was founded in 1998. Simon specialises in small and mid-caps. He is the lead portfolio manager for the IML Future Leaders, IML Australian Smaller Companies and the IML Small...

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...

Simon joined Allan Gray in 2006 as an analyst. Before this, he was at Alliance Berstein, Macquarie Bank, and Deloitte and Touche. Simon has a Bachelor of Business Science with first-class honours (majoring in finance and business strategy) and a...

Simon has over 30 years experience as an analyst and fund manager. He co-founded Monash Investors in 2012 - a long/short Australian equity manager with an absolute return focus.

Sinclair Currie is a Principal and Co-Founder of NovaPort Capital with 24 years of investment experience. Prior to establishing NovaPort, Sinclair worked at Challenger Limited (Challenger) managing over $200 million in funds.

Sinéad joined Fidante in January 2020 and has 17 years experience in the investment management industry. Her role is to serve as a conduit between the fund managers and the financial advisory community, with a special focus on retirement...

"Stephane is a Principal of Alphinity Investment Management. His focus is on the Energy, Materials and Utilities sectors, as well as portfolio management oversight. Stephane was previously a Vice President and Research Analyst for...

Stephen has over 25 yrs investment experience & co-founded Castle Point, a NZ boutique fund manager, in 2013. Prior to that he worked at funds management companies in Auckland, London & Edinburgh. Castle Point WINNER FundSource Boutique Manager...

Stephen is co-founder of Eiger Capital and Senior Portfolio Manager for the Eiger Australian Small Companies Fund. Prior to establishing Eiger Capital, Stephen was the lead portfolio manager of the UBS Australian Small Companies Fund, which he ran...

Steve is co-manager of the Pengana Emerging Companies Fund, and established the Fund in 2004 with Ed Prendergast.

Steve began Forager Funds in 2009, and now manages approximately $400m across two funds. The Forager Australian Shares Fund and Forager International Shares Fund are both unlisted and are available to investors with daily applications and...

DMX Asset Management Limited is an investment manager focussing on nano and micro-cap value opportunities on the ASX.

Publishing independent, institutional grade economics research at Economics Uncovered: economicsuncoveredresearch.com Follow me here on Livewire & on Twitter (twitter.com/steveanastasiou) to keep up-to-date with my latest thoughts & analysis.

Stuart Cartledge is the Managing Director of Phoenix Portfolios and the portfolio manager for each of the company’s property portfolios / funds. Prior to establishing the business in 2006, Stuart had built a very strong track record in the listed...

Prior to his departure in August 2022, Stuart was employed by Montgomery Investment Management for over seven years as a Senior Analyst and Portfolio Manager of The Montgomery [Private] Fund.

"Stuart joined Alphinity in July 2017, focusing on health care, transport and infrastructure. Prior to joining Alphinity, Stuart spent seven years as an Investment Analyst at Fidelity International Australia covering a range of sectors, including...

Sudhir holds an MSc (Chemical Engineering) from the University of Natal (Durban) and is a CFA Charterholder. Before joining Allan Gray, Sudhir spent five years in senior corporate roles, as head of strategy at Mutual & Federal and principal...

Suhas joined Allan Gray as an analyst in 2011 and has been a portfolio manager since 2016. Prior to this, Suhas spent five years at McKinsey & Co, leaving as an engagement manager. He has a Bachelor of Science with Honours from the California...

The Rules of Investing is one of Australia's top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy. After launching in October 2017, there have been over...

Tom is a co-founder of VP Capital and brings over 10 years’ experience in the investment banking sector from Goldman Sachs, UBS and ANZ, where he worked on over A$10bn of transactions. Tom is currently a Portfolio Manager of VP Capital Fund I.

Tim joined NovaPort Capital in October 2019 as an analyst. Before joining the NovaPort team, Tim worked at Adam Smith Asset Management for three years as an analyst covering Australian small and microcap equities. Prior to this, Tim was a...

In his role, Tim manages a range of Small Cap Australian equities funds. Tim started his career with First Sentier (formerly CFSGAM) as a member of the Research and Information team, before moving into the Australian Equities, Growth team as an...

Tim founded Auscap Asset Management in 2012. He has 19 years’ experience in the financial services industry. From 2007 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities long/short...

Tim Hillier joined Allan Gray in 2014 as an analyst. He was previously at Origin Energy from 2009 to 2013, where he occupied roles in corporate transactions, strategy and planning. From 2006 to 2009 Tim worked for Ernst & Young in their Valuations...

Tim joined Nikko in 1998 and has 24 years’ experience. He is co-portfolio manager for the Tyndall Australian Share Concentrated Strategy and has analyst responsibilities for the Energy, Healthcare and Agriculture sectors.

Tim Kelley has retired from Montgomery Investment Management, effective 30 September 2021. Tim’s final project has been drafting our investment guidelines to integrate environmental, social and corporate governance (ESG) considerations into our...

Tim Montague-Jones has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth...

Tim joined Allan Gray in 2015. He was previously an analyst at Sydney-based fund manager, Dakota Capital. He has a Bachelor of Commerce/Law (Dean’s Honour Roll for Commerce) from the University of Queensland and is a CFA Charterholder.

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.

Tim has over 12 years’ experience analysing small and emerging companies. Prior to joining EGG in July 2012, Tim was a Resources Analyst at Argonaut, a boutique investment bank and stockbroking firm. He holds Bachelor of Commerce (Honours in...

Tim joined Totus Capital in 2019, having previously worked at Centennial Asset Management as an analyst, focusing on ASX small and micro-cap companies. Tim holds a Bachelor of Chemical Engineering (Honours Class I and the University Medal) degree...

Tobias has 16 years’ experience in the investment industry. Prior to joining Wilson Asset Management, he spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

Toby works within the Active Quantitative Equity team at State Street Global Advisors, with responsibility for investment management across the full range of strategies and contributing to research for the team globally. Toby joined State Street...

Tom started TDM Growth Partners in 2005 and has proven to be a high-performing investor and board member, having sat as a Director of several ASX-listed companies. He has significant experience in consumer, healthcare, and technology businesses.

Tom has over 8 years’ of relevant experience in equity analysis of the resources sector. Previously, Tom held roles at BHP, predominantly within the Chief Development Officer’s corporate development team, where he was responsible for long-term...

Tom covered markets as a Markets Reporter & Commentator at the Australian Financial Review for nearly five years. Prior to that he was the Managing Editor of The Motley Fool Australia leading a team of around 20 investment writers during a...

Tom Sartor is a qualified Mining Engineer, who spent his early career in underground mine production and civil engineering roles with BHP Billiton and the London Underground. Tom has since specialised as a Mining Analyst for Morgans since 2006.

Australian Equities

Totus Capital is a Sydney based absolute return manager founded in 2012. The Totus Alpha Fund uses a concentrated long short investment strategy focused on developed market equities, commodities and related derivative instruments.

T. Rowe Price is an investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. We manage assets across a broad range of active equity, fixed income and multi-asset investment strategies.

Tuan joined IML in March 2017 as co-portfolio manager of its Equity Income Fund, he also co-manages the Private Portfolio Fund which was established in July 2018.

Ursula has extensive portfolio management and analytical experience in Australian and global infrastructure equities, with over 18 years industry experience. Prior to joining Patrizia, Ursula was a portfolio manager and senior analyst responsible...

Victor is a co-founder of Eiger Capital and Senior Portfolio Manager for the Eiger Australian Small Companies Fund.Prior to establishing Eiger, Victor worked with Stephen on the UBS Australian Small Companies Fund since 2011. Prior to this, Victor...

Victor joined Australian Unity from a role advising QIC Global Infrastructure on healthcare investments and before that he spent eight years at Citigroup where he led the Australian Healthcare Equities Research team. Prior to Citi he was the...

Vinay Ranjan joined Airlie as an Equities Analyst in 2020. Prior to joining Airlie, Vinay was an investment analyst at Hayberry Global Fund, a long-short global equities fund focused on special situations. At Hayberry, Vinay was part of a small...

Vincent has 5 years’ experience in equity analysis and a further 2 years in the Insurance industry. Vincent has sector responsibilities for the A-REIT and Agriculture sectors. Vincent holds a BA in economics/commerce from UNSW and CFA Charterholder.

Vince is the Deputy Head of Equities at Perpetual Asset Management Australia and is the Portfolio Manager for Australian Share, Geared Australian Share and the Perpetual Equity Investment Company Limited (ASX:PIC).

Will is lead Portfolio Manager for the Sustainable Equity strategy. As a co-portfolio manager for the Ethical Income strategy, Will is also responsible for ethical values research and the implementation of client screens. Will is also a...

Will joined Airlie in February 2020 as an Equities Analyst. In March 2023, Will became the Portfolio Manager of the Airlie Small Companies Fund. Prior to Airlie, Will worked as an analyst at KIS Capital Partners (February 2016 to June 2019), a...

Will is a Content Editor at Livewire Markets and studies Actuarial Studies & Mathematics (Honours) at UNSW. Previously he worked in the analytics team at Fitch Ratings covering residential mortgage and asset-backed securities.

Will has 8 years’ experience in the financial services industry and joined Auscap in 2018. From 2016 to 2018 Will was an Investment Banking Analyst at Macquarie Capital. Will has a Bachelor of Commerce (Co-op) from the University of New South...

Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap...

Before joining Allan Gray, Dr Yi-Chan Lee was a researcher at the University of Sydney then a postdoctoral researcher at National Tsing-Hua University in Taiwan, where he worked on projects including fundamental quantum theory. Yi-Chan has a...

Yvette is a Vice President of State Street Global Advisors (SSGA) and a Senior Portfolio Strategist supporting the Global Equity Beta Solutions Group, based in Sydney, Australia. Yvette works closely with institutional and intermediary clients in...

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