Experts in 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 has more than 20 years’ experience in financial markets,having previously worked as an analyst and Portfolio Manager with UBS’s Fundamental Investment Group and at a London-based, absolute return fund. In the earlier stages of his career,...

Adam is a fund manager within Schroders Australian Multi-Asset team with co-portfolio management responsibilities across all multi-asset strategies and funds. He has extensive portfolio management experience initially at Queensland Investment...

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.

Aimee joined Spheria in 2019 as an analyst for the Spheria Global Microcap Fund. Previously she worked as an analyst at Bank of America Merrill Lynch. Aimee holds a Bachelor of Commerce from The University of Sydney.

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...

Alan Pullen joined Magellan in 2012 and in 2016 was appointed Head of the Financials Team and Portfolio Manager. In 2022 Alan was appointed the Portfolio manager of the High Conviction Strategy alongside Nikki Thomas and in 2023 additionally...

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...

Alex commenced his career with Swell in August 2015 and developed many of the technical models and quantitative screens used to manage Portfolio investments and research. Alex directs investment team research projects in addition to his...

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.

Alexandre is the Head of Research and Investment Strategy for Morgan Stanley Wealth Management Australia. Since arriving at Morgan Stanley, he has developed Wealth Management’s multi-asset investment approach which was recognized by the Institute...

Alex has 16 years’ experience as a portfolio manager and economist. As portfolio manager Alex contributes to our strategic and tactical asset allocation processes, and portfolio construction. Alex previously spent 3 years at Cbus Super as a...

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."

CIO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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

Alice manages equity portfolio trading and oversees fund operations. Her area of focus is Chinese equities, ESG and stewardship. Formerly at State Street where she was a fund operations analyst, Alice has also held a number of roles at RBC...

Ali Dibadj is Chief Executive Officer of Janus Henderson Investors, a role he has held since joining the firm in June 2022. Ali leads the Executive Committee and is responsible for the firm’s strategic direction and overall management and...

Alison is a Portfolio Manager on the Global Technology Team at Janus Henderson Investors, a position she has held since joining Henderson in 2014. She has 24 years of financial industry experience.

In almost two decades of investing in equities based in Sydney and Singapore, Alison has worked through various market cycles and navigated major market events. Alison is an investment director at Antipodes and a member of the senior investment...

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.

Amanda joined the firm with over 14 years’ experience in the investment industry with a focus on ESG. She has a demonstrated history in providing strategic advice to clients, particularly in relation to ESG integration, engagement and shareholder...

Amit Goel is the Lead-Portfolio Manager, Fidelity Global Emerging Markets Strategy and Portfolio Manager, Fidelity India Fund. Amit has 17 years of investment experience and is currently based in Singapore. Amit joined Fidelity in January 2006 as...

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 had initially joined Platinum as an analyst in April 2005 having previously worked as an equities analyst for The Intelligent Investor publication. At Platinum he researched the resources and industrial sector, then moved to the consumer...

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 joined Platinum as a founding member in 1994 in the capacity of director and Deputy Chief Investment Officer. Previously he was a Vice President of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust -...

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 has over 20 years experience in financial services across Australia, Hong Kong and Europe. His core focus has been on business management, product development, marketing and distribution. Prior to joining Antipodes Andrew was a senior...

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 an experienced portfolio manager with 14 years of investment expertise. He joined First Sentier Investors in 2008 and has managed multi-asset objective-based portfolios using Dynamic Asset Allocation strategies in Australia and the...

Andrew is responsible for managing all investments at Montaka, including the ASX-quoted Montaka Global Long Only Equities Fund (ticker: MOGL) and Montaka Global Extension Fund (ticker: MKAX).

Andrew Maple-Brown started Maple-Brown Abbott Global Listed Infrastructure with three partners in 2012, holding the belief that the best way to align with investors was through a boutique ownership structure. With more than 20 years’ experience in...

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 is the Global CIO, Asset Management at Fidelity International. Prior to this he spent 8 years at Aberdeen Standard Investments in a range of senior roles including Global Head of Strategic Client Investments and Global Head of Alternative...

Andrew McKie is a Portfolio Manager and Co-founder of Elston Asset Management. Andrew’s role includes portfolio construction and management, supervision, development and feedback on the research process and mentoring the Analysts. Andrew is...

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 has over 30 years’ experience in investment banking and is the former Executive Chairman of Investment Banking at J.P. Morgan Australia where he completed many major M&A, equity raising and other advisory transactions and played a leading...

Andrew Swan is Head of Asia (ex-Japan) Equities at Man GLG. Based in Australia, he focuses on Asia ex-Japan strategies. Andrew joined Man GLG in August 2020. Before that, he was at Blackrock for nine years where he held the titles of Head of...

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.

Andy Acker is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Life Sciences and Biotechnology strategies since 2007 and 2018, respectively. He also leads the firm’s Health Care Sector Research Team. Andy was...

Angela co-founded Evergreen Consultants, a bespoke investment consultancy assisting financial advisory firms build robust investment solutions. She has held senior investment roles at QIC and Lonsec, and was Head of Ratings at van Eyk Research.

Angus is a Content Editor at Livewire Markets. He has previously interned in the Global Investment Research division at Goldman Sachs, covering resources and small caps.

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...

Anshu started his career in global disruption investing almost a decade ago at TechInvest. This was followed by a Portfolio Manager and a TMT Analyst responsibility for Asia region at Eight Investment Partners. Being mentored by the best in this...

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.

Anthony Doyle, MBA (Lond.), MEcSt, BCom, is a distinguished voice in global financial markets with over two decades of expertise spanning asset management, investment strategy, and economic analysis. As Chief Investment Strategist at Pinnacle he...

Anthony joined MLC Asset Management’s multi-asset Capital Markets Research team in February 2021. He has 21 years investment experience and is passionate about developing and managing innovative solutions aligned with investor objectives and...

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.

Lucerne provides high net worth investors with peace of mind through bespoke investment solutions that leverage my access to exclusive opportunities via local and global networks. I offer investors the benefit of my extensive experience and...

Anthony Srom is a Portfolio Manager at Fidelity International based in Singapore. He has over 21 years of investment experience and is currently responsible for managing the Fidelity Asia Fund, Fidelity Asia Pacific Opportunities Fund*, Fidelity...

Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed...

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...

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three...

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...

Arms is the co-founder and co-Portfolio Manager of Minotaur Capital Management, which leverages an AI-led approach to investing in global equities to deliver superior risk-adjusted returns. Prior to founding Minotaur, Armina was the Portfolio...

Arvid Streimann joined Magellan in 2014 as a Senior Analyst in the Financials Team. In 2017, Arvid was appointed Head of Macro research and chairs the Macro Committee. In 2018, he was made a Portfolio Manager and in 2020 he was promoted to...

Ashton is portfolio manager in the Real Asset team, and is responsible for the Property Securities and Real Income strategies. Ashton joined Martin Currie Australia in August 1998 as a property securities analyst. Ashton has an in-depth knowledge...

Ashwin is responsible for defining short- and long-term approaches to asset allocation. He also co-manages the Adaptive Allocation strategy and co-managed the Diversified Alternatives strategy from 2016 until 2019. Prior to joining Janus in 2014,...

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...

As Research and Consultant Relationship Manager, Avik engages with clients on investment issues and represents strategies across Schroders’ Australian Equity, Fixed Income, Multi-Asset and Global Equity investment desks.

Barry is the lead portfolio manager and has 20 years of experience as a global equity portfolio manager and over 35 years’ experience as an investment professional. Barry was previously Partner, Managing Director and Portfolio Manager at Artisan...

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 Cleary is the Portfolio Manager for the Tribeca Global Natural Resources Fund which focuses on Energy, Mining and Soft Commodities and primarily invests in global equities and credit, but also directly in commodities. Ben is a director of...

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...

Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO,...

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.

Betashares is a leading Australian fund manager serving over one million investors across Australia’s broadest range of ETFs. Betashares’ range of intelligent investment solutions covers almost every asset class and investment strategy.

Bill is Co-Portfolio Manager for Ellerston Global. He has over 19 years of financial markets experience, previously working for UBS, MMC Asset Management, QIC and Kira Capital. Bill has a Bachelor of Commerce and is a CFA Charterholder.

Billy joined Global X in 2024 and is responsible for investment research and ETF analysis in the technology sector. Billy has over a decade of experience in financial services, focusing on equities and technology, previously working as Equity...

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...

Bob is a seasoned investor in global markets and has been refining his quality growth process for more than 27 years. Zimbabwean born, Bob has lived and worked in Africa, the UK and Australia. He started his career with Anglo American and Fleming...

I founded the investment consulting business, Brad Matthews Investment Strategies. BMIS provides assistance to financial planning practices in developing their investment philosophy and creating portfolio solutions consistent with this philosophy.

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...

Bridget Nichols is Monochrome's COO and chair of its Governance Committee. She has 20 years’ experience in building commercial, operating and regulatory frameworks for new businesses/products in the financial markets industry. Bridget has been...

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...

Bruno is a portfolio manager for Morgan Stanley Investment Management’s London-based International Equity team. Prior to that, Bruno worked for Sanford Bernstein, where he was a Senior Analyst covering the financial sector for eight years.

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,...

Callum is Head of Research at Topdown Charts. Topdown Charts is a chart-driven macro research house covering global Asset Allocation and Economics.

Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management, and was responsible for the...

Equities

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....

Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and...

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...

Capital Group is one of the oldest and largest asset management organisations, managing more than US$1.9 trillion in long-term assets for investors around the world.

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.

Cathie aims to identify large-scale investment opportunities in the public markets resulting from disruptive innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

Catherine Yeung is an Investment Director for Fidelity International. Based in Hong Kong, she works within the investment team and with Fidelity’s Equity Portfolio Managers. She is responsible for product management and communication of the firm’s...

Catriona has more than 20 years’ global and Australian investment experience. Catriona is the Lead Portfolio Manager responsible for WAM Global.

Challenger Life is Australia’s largest provider of annuities and provides guaranteed regular income to thousands of customers. We’re a multi-award-winning Life Company and have $24 billion in assets under management (as at 31 December 2023)....

Charlie Ormond is a financial writer focusing on breaking tech trends. With firsthand experience at fintech start-ups and creating machine learning courses for Microsoft, Charlie has built impressive expertise around AI and its ability to change...

Equities

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

Chris has nearly 30 years of experience working as a real estate specialist, with a background in investment banking and equities research. Prior to co-founding Quay, he worked in real estate investment banking at Credit Suisse and Deutsche Bank.

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...

Christopher is a co-founder and portfolio manager at Montaka Global Investments. Before establishing Montaka in 2015, Christopher has worked with LFG, the Lowy family's private investment firm, One East Partners and Goldman Sachs.

Chris has more than 10 years’ experience in equity research. Before joining Claremont Global in 2018, Chris worked as a Research Analyst at Evans & Partners for seven years covering Australian equities.

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 is part of the Pinnacle executive management team and responsible for driving the listed products business. Pinnacle’s mission is to establish, grow and sustain a diverse and complementary stable of world-class, specialist investment managers

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.

Christopher has over 10 years financial services experience and is responsible for the promotion of equity strategies of domestic and international equities within the asset management division. He was previously at Aberdeen Standard Investments...

Longview Economics, founded in 2003 by Chris Watling, is an independent research house based in London, providing three distinct yet interrelated groups of research products: Short and medium term market timing; Long term global asset allocation...

Claire Smith is an Alternatives Director at Schroders based in Sydney. Claire is responsible for working with clients to determine how private assets may help them meet their investment goals. Claire joined Schroders in 2017 as an Investment...

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...

Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started as an analyst at Platinum in 2006, Clay went on to manage the Platinum...

As Australia’s leading online broker, CommSec has been helping Australian investors reach their financial goals for over 25 years. Whether they’re just starting to trade or have a large portfolio, CommSec are here for all customers. CommSec’s team...

Cornelia Furse has over 10 years of investment experience, joining Fidelity in 2010 and working as an analyst until 2021, covering a number of sectors including European mid-cap utilities, US health care, US consumer discretionary and US capital...

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...

Damian joined Praemium in 2018 as Head of Investment Managers & Governance. His prior roles include Senior Investment Analyst at Netwealth and Senior Research Manager for Sandhurst Trustees, and was previously a Private Client Advisor.

Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.

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.

Dan was appointed to the role of Chief Investment Officer (CIO) in July 2022, a position that brought together MLC AM and IOOF investment teams under his leadership. In this role, Dan is focussed on the group’s multi-asset strategies and he is...

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.

Dan oversees a global team of over 50 investment professionals managing over US$215bn in multi asset class portfolios, including active asset allocation. He joined the firm in 1992 and has over 25 years of investment experience.

Danielle is responsible for supporting the integration of ESG factors into investment decision-making in Australia and across Asia-Pacific, and advocates for the importance of ESG capabilities with clients and potential clients across the region....

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 Sullivan is Head of Global Natural Resources and has over 30 years industry experience. He has previously worked at 90 West, which Henderson acquired in 2015, Goldman Sachs, Deutsche Asset Management, Zurich Scudder Investments and AMP.

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.

Daryl has over 25 years’ experience in finance and investing. He formed Affluence to provide investors with regular income and long-term capital growth by investing with some of the best fund managers available in Australia.

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...

David is Co-CIO of Aequitas Investment Partners with Dr Rowan Stewart. David and Rowan are responsible for investment strategy and the delivery of reliable, cost-effective multi-asset, and direct equity portfolio solutions to Advisers, Dealer...

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 Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

David Costello joined Magellan in 2015. Prior to Magellan, David led Ernst & Young’s financial-modelling practice in Brisbane. Before this, David worked for National Australia Bank and SFG Consulting. David holds a Bachelor of Laws (Honours) and a...

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 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.

David Steinthal founded L1 Capital International in 2018. David was previously Senior Portfolio Manager and Investment Committee Member at Lowy Family Group (LFG) based in both New York and Sydney. He jointly managed a core portfolio of listed...

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

David Tuckwell is an Investment Strategist at Global X ETFs Australia. He is the author of The Ultimate ETF Guidebook and has over a decade of ETF industry experience.

Equities

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...

David is co-manager of the Global Opportunities, Leaders and US Environmental Leaders strategies. He has global research responsibility and specialises in Energy Efficiency and Pollution Control environmental markets sub-sectors. David researches...

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.

Delian is a Portfolio Manager at Aoris Investment Management. He has over 11 years of experience researching and investing in global equities.

Denny Fish is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Technology and Innovation strategy, a position he has held since January 2016. He also serves as a Research Analyst and leads the firm’s Technology...

Devan Kaloo is Global Head of Equities and Head of Global Emerging Markets Equities for abrdn. Devan joined abrdn in 2000 as part of the Asian equities team in Singapore, before later transferring to London where he took up the position of Head of...

Diana Mousina is the deputy chief economist at AMP, having joined the firm in 2016. Her responsibilities include providing global economic and macro investment analysis to retail, institutional and internal customers through her regular reports...

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 has been involved in investment markets and financial services for more than three decades. He currently consults to a range of organisations in in the areas of investment research, investment strategy and listed funds.

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...

Douglas initially joined Platinum in May 2003 as an investment analyst covering industrials and as primary communicator for advisor presentations. He previously worked for CBA as a product actuary and prior to this as an investment manager for...

Bianca joined Platinum in July 2003 having previously worked as a scientist for Johnson & Johnson Research as well as for Novartis in Switzerland. At Johnson & Johnson her major focus was target identification and validation in the area of...

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...

David has over 25 years’ experience in funds management. Prior to joining RQI Investors, David held various roles including Chief Investment Officer at RF Capital, Head of Investments at Acadian Asset Management, Managing Director and Senior...

Equities

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...

Joseph is responsible for overseeing the investment process, risk management and management of the portfolios. Joseph spent 17 years at Platinum Asset Management, in which he was the Portfolio Manager for the Platinum Asia Fund, Head of Asia...

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 Lamont is responsible for high quality thought leadership research, aimed at offering insights which help our clients make better investing decisions. Since joining Schroders, Duncan has written and co-authored a wide range of papers,...

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...

Edmund Leung is a Portfolio Manager for the Global Listed Infrastructure team at First Sentier Investors. In his role, Edmund is responsible for research coverage of Toll Roads and Towers, and managing infrastructure security portfolios on behalf...

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...

Elisa Di Marco joined Magellan in 2015 with responsibility for research coverage in the financials sector. In 2019, Elisa joined the Core Series team and in 2020 Elisa became part of the ESG team and was appointed PM of the MFG Core ESG...

Ella-Kara joined Nikko AM as a Portfolio Manager for Global Equities in November 2023. Previously, she was an Investment Director at abrdn, managing a range of global equity strategies, including Global Unconstrained/Constrained, EAFE, Small Cap,...

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

Emanuel is the Principal of Datt Capital, a boutique Melbourne-based investment manager focused on identifying high growth and special situation opportunities.

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 Marais joined Orbis in 2013 and is an Investment Specialist and Head of Clients – Australia. Based in Sydney, Eric is primarily responsible for servicing institutional and retail clients in the Australian market. Prior to his move to...

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.

Dr Erin Kuo is responsible for leading Yarra Capital Management’s corporate sustainability and works closely with Yarra’s investment team to support best practise Environment, Social and Governance (ESG) integration into the Firm’s investment...

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...

At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with...

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...

Francyne Mu is a vice president, portfolio manager, and generalist research analyst for Franklin Equity Group. Prior to joining Franklin Templeton in 2008, Ms. Mu was a senior investment manager at Pictet Asset Management and a vice president at...

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...

Gareth Brown is a Portfolio Manager at Forager Funds Management, with a focus on researching European stocks for the Forager International Shares Fund.

Garry is an experienced global investor, managing global equities portfolios at Profeta Investments and Perpetual Investments for over twenty years. He is the founder of Profeta Investments. Profeta Investments is a global asset management firm...

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.

Gerald joined Magellan in 2007 and is Head of Investments and leads the team responsible for managing Magellan’s infrastructure portfolios and providing research coverage of companies within the infrastructure, transport and industrials sector.

This is an archived profile. Glenn Freeman was a content editor at Livewire Markets from August 2020 to July 2024.

For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our ETFs span thematics, commodities, income, leveraged, international access and digital assets.

GMO is a global investment management firm founded in 1977, with co-founder Jeremy Grantham serving as a long term investment strategist. GMO is comprised of a collection of investment teams with focused specialties across all asset classes;...

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...

Greg has close to two decades of experience in investment management. Before founding Langdon Equity Partners, in partnership with Pinnacle Investment Management (ASX: PNI) in 2021, he was a Partner and Portfolio Manager at Cambridge Global Asset...

Greig joined Nikko AM in August 2014 and is a Portfolio Manager for the Nikko AM Global Equity strategy. The Yarra Global Share Fund substantially invests in the Nikko AM Global Equity Fund. Before joining Nikko AM, he was an Investment Director...

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 Chamberlayne is Head of Global Sustainable Equities at Janus Henderson Investors and is responsible for managing a suite of global and regional sustainable equity strategies. He was an investment manager with the firm from 2012 and joined...

Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies.

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...

This is an archived profile. Hans was a senior editor at Livewire Markets from April 2022 to February 2025.

Hari Balkrishna is an associate portfolio manager for the Global Growth Equity Strategy in the Equity Division of T. Rowe Price. Mr. Balkrishna is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price International Ltd.

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...

Harvey Migotti is a Portfolio Manager at Forager Funds Management, with a focus on researching US stocks for the Forager International Shares Fund.

Hashan spun out of Karst Peak Capital, where he was the Head of Healthcare, to found KP Rx, a specialist healthcare VC fund investing in biotech, medtech and medical devices companies domiciled in ANZ. Prior to Karst Peak Capital, Hashan was the...

Geologist, mining investor, watchful commentator, bicycle collector and father of three.

Helen Anthony is a Portfolio Manager on the Global Multi-Sector Fixed Income Global Total Return Bond strategies at Janus Henderson Investors. She joined Henderson in 2010 as a fixed income performance trainee, subsequently moving to the fixed...

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...

Henry started in financial markets in London in the 80s as an option trader before coming to Sydney and spending 7 years at Macquarie Bank including a stint running equity derivatives and cash trading.

Equities

Hubert serves as Deputy CIO, Listed Equities. He and Bruce Jenkyn-Jones, CIO Listed Equities, are responsible for the development of the investment process, research and team. Hubert researches stocks globally and specialises in Industrials and...

Hue Frame is the founder of Frame Funds Management. Frame Funds is a quantitative funds management company, that manages assets for institutional and wholesale clients, and proprietary funds.

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...

Hugh is an Investment Strategist at Betashares supporting distribution channels and assisting clients with portfolio construction across all asset classes. Prior to joining Betashares, Hugh was an Investment Analyst at Lonsec covering active...

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

Iain Fulton is the Portfolio Manager for the Nikko AM Global Equity strategy. The Yarra Global Share Fund substantially invests in the Nikko AM Global Equity Fund. Iain joined Nikko AM in August 2014, and has over 22 years industry experience....

Ian Simm is the Founder and Chief Executive of Impax Asset Management Group plc, one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy. Prior to Impax, Ian was an engagement manager...

Ilan was a founding team member of BetaShares and is responsible for corporate & product strategy. Previously, Ilan worked for The Boston Consulting Group (BCG), one of the leading global strategy consulting firms.

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.

Based in Burnie, Tasmania, I have worked in financial markets in Australia, Asia and the UK. Before working with Ascalon Capital and Oreana Group, I was the Head of Capital Markets Research, Asia Pacific, at Willis Towers Watson in Hong Kong....

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 joined Totus Capital in mid-2021 having previously worked at Perpetual. Jack holds a Bachelor of Commerce (Accounting Major) from Macquarie University.

Equities

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...

Cordis is a boutique Australian fund manager focused on the medical technology sector. As Australia's pre-eminent medical technology investment manager, we try to understand the nuance of medtech by building our circle of competence deep rather...

Jacob Mitchell is Antipodes’ chief investment officer. He is an award-winning fund manager, with more than 25 years' experience investing in equity markets. Jacob founded Antipodes in 2015 after deciding to leave Platinum Asset Management where he...

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 former exploration geologist, turned mining analyst with postgraduate qualifications and has extensive operational and financial experience in the mining industry. He’s worked for major and junior companies throughout Australia and...

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 joined Platinum as an investment analyst in the Consumer Team in 2019. Prior to this, James was at Columbia Threadneedle Investments in London from 2012 where he started as a client portfolio analyst before moving to an equity analyst role...

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 joined Platinum in 2011 having previously worked at CP2 (formerly Capital Partners) as an equities analyst and for Deloitte in New Zealand as a tax consultant. James worked within the consumer sector team at Platinum before becoming manager...

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...

Livewire is Australia’s #1 website for expert investment analysis. We work with leading investment professionals to deliver curated content that helps investors make confident and informed decisions. Safe investing and thanks for reading Livewire.

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...

James Tsinidis joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the portfolio. James has previously worked as Portfolio Manager where he was based in both Melbourne and...

Jamie has over 30 years of experience as Global CEO/Managing Director, successfully leading multinational organisations in consumer goods, technology and gaming industries. Since 2017, he has focused on investments in the start-up technology sector

Jane Shoemake is a Client Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors. Prior to joining Henderson in 2006, Jane spent two years at Threadneedle Investments and five years with J.P. Morgan Asset Management, where...

With more than 345 investment professionals, Janus Henderson Investors provide access to some of the industry's most talented and innovative thinkers, spanning equities, fixed income, multi-asset, and alternatives, globally.

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 Williams is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities...

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.

Jeff is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Banks, Insurance, Property and Consumer Staple sectors, as well as portfolio management oversight. Jeff worked as a global fund manager at K2 Asset...

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...

Jeremy Gibson joined Munro Partners as Portfolio Manager in September 2017 after 10 years at Pictet Asset Management in London. Jeremy is responsible for championing stock ideas and managing these positions within the portfolio.

Mr. Grantham is co-founder and long-term investment strategist of GMO, known for identifying various major market bubbles as well as his philanthropic work in raising awareness for and addressing Climate Change.

Jeremy Lawson is Head of the Research Institute at abrdn. He joined Standard Life in 2013 from BNP Paribas in New York where he was a Senior US economist. Previously, he has worked the OECD and the Reserve Bank of Australia.

Dr Jerome Lander is a highly experienced, proven Portfolio Manager and a specialist in outcome-based and absolute return investing, which is a client centric approach aligned with many peoples' preferences - and one which is well suited to today's...

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...

Jess joined Alphinity in August 2020 in the newly-created role of ESG & Sustainability Manager to support the firm’s assessment and integration of ESG-related matters. Jessica also assists the Sustainable Share Fund Compliance Committee in its...

Jimmy joined Platinum in 2017 as an investment analyst in the consumer team. In April 2021, Jimmy moved to the technology and communications team and became a co-portfolio manager of the Platinum International Technology Fund in October 2022. In...

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...

Joachim is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO's quarterly Cyclical as well as the Secular Forum process.

I am responsible for the investment research efforts at Fidante Capital and Fidante Partners. We provide investment research across all asset classes but with a special focus on alternative investments and listed investment companies.

Joanna brings 13 years’ quantitative investment experience including senior roles at Acadian, where she was a senior portfolio manager, and Blackrock, where she was a portfolio manager within scientific equities, ran index portfolios and was Head...

Jodie joined Platinum in 2017 as an investment analyst in the industrial and resources sector team. Prior to joining Platinum, Jodie worked at Macquarie Securities as a small caps analyst and in the chemicals, paper/packaging team, and previously...

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 runs MA Financial Group's listed equities funds business. He has over 20 years’ experience at both UBS and Moelis advising institution investors and hedge funds. John is the author of Mastersinvest.com.

John is a co-portfolio manager for the Global, International, European, and Japan Focused Value strategies.

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...

Johnny joined Nikko AM in August 2014 as a Portfolio Manager for Global Equities. Before joining Nikko AM, Johnny was an Investment Director at SWIP and was responsible for the management of Global Sustainable & Islamic mandates for both...

John is a senior member of Antipdoes’ emerging markets investment team. Prior to joining Antipodes in 2018, John was a sell-side Analyst with Morgan Stanley for four years and earlier in his career held research analyst roles with Bligh Capital...

John Stover joined Tribeca in 2019 following a 12-year career at Farallon Capital Management, a global multi-strategy hedge fund firm. John started his career at Farallon in San Francisco before working as an Investment Professional in the...

John is a portfolio manager for Epoch’s Equity Shareholder Yield strategies. Prior to joining Epoch in 2012, John taught undergraduate economics as a lecturer at Fordham University. Before that he spent four years at HSBC Global Asset...

Jonas is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Healthcare, Energy and Resource sectors, as well as portfolio management oversight. Jonas was previously a Senior Portfolio Manager at AMP Capital in...

As Chief Investment Officer, Jonathan leads the investment team and assumes overall responsibility for the investment outcomes of the MLC portfolios for both retail and institutional clients. In addition to the Multi-Asset portfolios, he is...

Jonathan Shead is Head of Investments in Australia and provides an investment voice with our clients spanning the breadth of solutions that we offer. He also provides local oversight to the Australian investment team. Prior to his current role,...

Jon joined Global X in 2017. He and his team shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products. As portfolio managers, Jon and his...

Jordan Lipson is the portfolio manager of the Cromwell Phoenix Global Opportunities Fund and a research analyst across all of Phoenix Portfolios products. Jordan has a Bachelor of Commerce degree from the University of New South Wales where he...

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.

“Joshua (Josh) Cummings is a Portfolio Manager at Janus Henderson Investors, a role he has held since 2024. Additionally, he is a Research Analyst responsible for leading the Consumer and Communications Sector Research Teams. Before coming to...

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 is a Portfolio Manager at Firetrail Investments for the Firetrail S3 Global Opportunities Fund. Justin’s primary responsibilities include daily portfolio management, investment risk management, and fundamental analysis of global equities....

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 Pica is a Global Portfolio Manager and leader of the Listed Real Assets research team in Asia Pacific. In addition, Justin has oversight of the Sydney-based office. Justin joined the predecessor firm of CBRE Investment Management's...

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...

Kai is a seasoned investment professional currently serving as a Senior Investment Advisor at MPC Markets. With a decade-long track record in trading, he demonstrates a keen understanding of market trends, both domestically and globally. Kai’s...

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...

Kej Somaia is Co-Head of Multi-Asset Solutions and Senior Portfolio Manager for First Sentier Investors. He is responsible for the development and management of multi-asset business globally as well as tailored investment solutions. Kej is the...

Ken is a partner at Realm Investment House. He was Head of Investment Research at Mercer and Chief Investment Officer of Domestic Equities at BlackRock.

Kerr, with the help of Andrew Clifford, founded Platinum in 1994, with a view to making money for investors by building portfolios of misunderstood companies that were experiencing change or mispricing due to transient factors or intuitive biases...

Kerry Craig, Executive Director, is a Global Market Strategist. Based in Melbourne, Kerry is responsible for communicating the latest market and economic views from our Global Market Insights Strategy Team.

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...

Kevin is a Partner of Keyview and responsible for overseeing the broader investment business. Kevin is also member of the Keyview Board and sits on the Keyview Investment Committee. Kevin has over 25 years’ experience in financial markets...

Kieran joined Munro Partners in July 2016 and is responsible for championing stock ideas and managing these positions within the portfolio.

Mr. Mayer oversees investor relations and is a research analyst within GMO’s Focused Equity team. Previously at GMO, he was a member of the Global Equity team focusing on the Quality Strategy. Prior to joining GMO in 2006, he managed the US fixed...

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....

Kiryll Prakapenka, editor at Money Morning, is a research analyst focusing on investigating the biggest trends in investments. Kiryll brings sound analytical skills to his work, courtesy of his Philosophy degree from the University of Melbourne. A...

Equities

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...

Kristiaan has more than 20 years of experience in the broader financial services industry. Prior to co-founding Kardinia Capital, he was a portfolio manager with Herschel Asset Management, with responsibilities across responsibilities across a...

Lachlan is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Technology, Communication Services and Utilities sectors, as well as portfolio management oversight. Lachlan was previously a senior member of Platinum...

With more than 20 years’ experience across the asset management and private wealth industry, Lakshman has managed global multi-asset portfolios and bespoke mandates for some of Australia’s largest family offices and philanthropic foundations. In...

Lawrence Lam is Managing Director & Founder of Lumenary Investment Management, a firm that specialises in founder-led companies globally. We search for unique, overlooked companies in markets and industries with a long runway for growth. We are a...

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...

Leon originally joined Platinum in the Japan team in 2011. Prior to Platinum, he worked in Tokyo and New York for over 18 years at PBG Japan Research, UBS Securities, Nikko Citigroup, Dresdner Kleinwort Benson and ING Baring Securities in research...

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...

Liam joined Platinum in 2014 as an investment analyst covering energy and industrial companies. Previously, Liam worked at Macquarie Group as an equity analyst specialising in materials, as well as in equity derivatives at Westpac. Prior to this,...

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

Lori is an Executive Vice President and the Global Chief Investment Officer at State Street Global Advisors. In this capacity, Lori oversees industry-leading investment capabilities from index funds and exchange traded funds to active, multi-asset...

Natixis Investment Managers is one of the world’s largest asset managers with US $1.3 trillion* of assets under management and 15+ affiliated investment managers including Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and IML. Louise’s...

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

Lucas is the portfolio manager for the GMO Climate Change strategy. He is a member of GMO’s Focused Equity team and a partner of the firm. He joined GMO in 2006.

Lukasz joined Fidelity International in June 2023 as Global Cross Asset Specialist. He works closely with clients to communicate Fidelity’s broad investment strategy and market views. He is also involved in helping identify new investment...

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.

We are a global alternative asset manager specialising in private credit, real estate and hospitality. We lend to property, corporate and specialty finance sectors and provide corporate advice. We have a team of over 600 professionals across...

Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

Marc joined Global X in 2023 and is a key contributor to the Product, Strategy and Research Team, with responsibilities including investment research and ETF analysis to facilitate market insights, product development, investment strategy and...

Marco is one of the founding members of Resolution Capital and has over 30 years experience in global financial and property markets. Marco has previously worked as a Senior Valuer at Jones Lang LaSalle and as a Consultant in JLL’s Advisory...

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 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 is the CEO of MPC Markets bringing more than 25 years of experience in fixed-income and equities trading. Mark takes a wholistic approach to investing, specialising in top-down thematic and macro analysis to identify opportunities and trends...

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....

Mark Tinker is Chief Investment Officer and Managing Director of Toscafund HK Limited, part of Toscafund Asset Management LLP, a London based specialist Asset Management and Investment firm with around USD 5bn in assets. He is also the Founder of...

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.

Maroun Younes is a Portfolio Manager and analyst at Fidelity based in Sydney and has 14 years’ experience in investment management. Maroun joined Fidelity as an investment analyst in 2012 and was appointed Co-Portfolio Manager for the Fidelity...

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

Mary is a Global Portfolio Manager at Alphinity Investment Management bringing over 23 years of international experience to the team. Mary was previously a portfolio manager at Ellerston Capital and has worked at Oaktree Capital and Soros Funds...

Over 30 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

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.

Founded in 2010, Terra Capital is an Australian based specialist investment manager for sophisticated, wholesale and institutional clients. Based in Sydney, the firm has established itself as one of the best performing boutique Fund managers in...

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 began working in the investment field in 2010. Prior to joining Lazard in 2017, Michael was a Quantitative Analyst at AHL, Man Group, developing equity market neutral strategies across global portfolios. He has a PhD in Astrophysics.

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...

Over a 25-year career, I've worked with ultra-high net worth investors, family offices, and property investors to provide investment advice, portfolio construction, debt structuring and lending. As an experienced finance and investment executive...

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.

Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research. He joined Perpetual in June 2014 and has 18 years finance industry experience.

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...

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...

Mugunthan Siva is Managing Director of India Avenue, an Australian based boutique investment management company, domiciled in Sydney, with a presence and advisory network in India. He has over 30 years experience in Australia and is lead...

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...

Natasha joined Ausbil’s listed Infrastructure Team in 2018 and has over 16 years of financial experience working in Sydney and New York including over 10 years as a buy-side infrastructure equity analyst at a major Global Investment Management...

Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. Nathan has...

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...

Ned Bell is Chief Investment Officer and Portfolio Manager at Bell Asset Management (“BAM”) and is also a shareholder. Ned has 20 years of experience in the investment management industry in the US and in Australia managing retail and...

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...

Joined Naos as an Associate Analyst in July 2020. He has a Bachelor of Commerce degree from the University of Sydney.

Niall O’Sullivan, Managing Director and Chief Investment Officer of Multi-Asset Strategies for EMEA, joined the firm in 2022.Niall is responsible for the Multi-Asset team in EMEA with a key focus in leveraging the broad capabilities of the...

Niamh is Co-Chief Investment Officer (Co-CIO), Equities at Fidelity International. She was previously Managing Director of Equity Research and Co-Head of Equity Sustainable Investing at Fidelity Investments (FMR). Prior to joining FMR in 2011, she...

Nicholas is partner and portfolio manager of the Fairlight Asset Management Global Small and Mid Cap Fund. He has 20 years investment experience in domestic, US and international markets through roles at Evans and Partners and Schroder IM

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.

Nicholas Yeo is Director and Head of Equities - China at abrdn. Nicholas joined abrdn in 2000 via the acquisition of Murray Johnstone. He was seconded to the London Global Emerging Market team for two years where he covered EMEA and Latin American...

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has...

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 has more than 5 years’ global investment experience. Nick joined Wilson Asset Management at the inception of WAM Global in 2018, after three years in London covering US industrials companies for Fidelity International. In 2015, Nick received...

Nick is co-head of the Global Value team and co-manager for the Schroder Global Recovery Fund. He seeks to identify and exploit deeply out of favour investment opportunities. Nick has a degree in Aeronautical Engineering and is a CFA charterholder.

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...

Nick Thomson is the Portfolio Manager of the Lakehouse Global Growth Fund and leads a highly experienced global team of investment analysts based in Sydney, Australia. When Nick joined Lakehouse, he led the firm’s investment research efforts for...

Nikki Thomas rejoined Magellan in 2022 after an absence of four years during which time she worked as a global portfolio manager at Alphinity Investment Management. Nikki originally started at Magellan in 2007 as a Senior Research Analyst and was...

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.

Ofer Karliner joined Magellan in 2016 in the Infrastructure, Transport & Industrials Team, with responsibility for company analysis and portfolio management functions.Ofer was promoted to Portfolio Manager in 2017. Ofer has more than 20 years'...

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.

As Head of Asset Management, Asia Pacific, Paras is responsible for working across all asset classes to determine regional priorities, catalyse innovation and represent the function to external bodies such as regulators and policy makers. He will...

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 Aliprandi is a senior private wealth adviser at Wilsons Advisory and provides advice to senior business leaders, high net worth Australians, their families and entrepreneurs. Advice ranges from a strategic review of existing structures...

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...

Paul Hennessy is managing director, Australia & New Zealand, at Capital Group. As a relationship manager, he is responsible for covering the institutional client base in Australia and New Zealand. He has 33 years of investment industry experience...

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.

Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management. Pendal does not have a “house view”. We operate a multi-boutique style business offering...

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 Bates is the portfolio manager of the Global Select Equity Strategy (marketed in Australia as Concentrated Global Equity) in the International Equity Division. He is a vice president and Investment Advisory Committee member of the US...

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 established the Global Listed Infrastructure Securities strategy in 2007 and has more than 20 years' investment experience. Prior to joining CFSGAM, Peter was a Director and Head of Infrastructure and Utilities Research at Credit Suisse...

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.

Peter joined Nanuk in 2021 and is one of the firm’s portfolio managers with over 25 years’ experience in global equities. Peter spent more than 20 years with the Templeton Global Equity Group in various senior analytical and portfolio management...

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...

Platinum is an Australia-based investment manager that focuses on one asset class – international shares, or, more simply put, we provide portfolios of listed companies from around the world.

At PM Capital we are not afraid to be different, we search the world for undervalued stocks, we avoid the trap of “group think” and prioritise company valuation over all other aspects. Founded in 1998, PM Capital is part of the Regal Partners...

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....

Qiao Ma joined Munro Partners in February 2023 and is responsible for championing stock ideas and managing these positions within each of the Munro's strategies - absolute return, the long only and climate. Prior to joining Munro, Qiao was a...

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...

Raf Choudhury is an Investment Director - Multi-Asset Investment Solutions where he is responsible for the development and management of multi-asset portfolios for the Australian market. Raf joined the company in May 2022 from State Street Global...

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...

Rasmus has 13 years of investment experience and is focused on Global Emerging Markets equities. He joined the First State Stewart Asia team in October 2016 and is the lead manager of the Global Emerging Markets Focus strategy.

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...

Resolution Capital is a specialist global listed real assets investment manager. The highly rated investment team has over a 27-year investment track record and a disciplined investment process which emphasises a global sector perspective and a...

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 has led global banking, corporate & founder teams for 25 years in the natural resources & energy sectors. Previous roles include leading global natural resources investment banking teams for Macquarie Group and Deutsche Bank, and strategic...

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...

Rick is executive vice president and global Chief Investment Officer (CIO) of State Street Global Advisors. He is also a member of the firm's Executive Management Group. In his role as CIO, Rick is responsible for all investment management...

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.

Robert has over 30 years’ experience in listed real estate securities. Before joining Resolution Capital in 2011, he previously worked as the Director of Real Estate Securities at Invista Real Estate in London, Principal and Portfolio Manager with...

Robin Tsui is the APAC Gold Strategist at State Street Global Advisors. In his capacity, Robin supports institutional and intermediary sales efforts in APAC to increase investor awareness of SPDR Gold ETFs and to grow their market shares through...

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.

Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firmwide basis and works closely with...

Ross is an Equity Research Analyst who heads up Wilsons Advisory's Technology Research franchise. Ross has 24 years’ experience in financial services having worked in both Australia and the US. Ross joined Wilsons in mid-2020 and before that spent...

Equities

FNArena is a supplier of financial, business and economic news, analysis and data services.

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.

Ryan P. Hutchinson is a Portfolio Manager/Analyst on the Lazard Digital Health Strategy and member of Lazard’s Multi-Asset investment team. He began working in the investment field in 1999. Prior to joining Lazard in 2020 Ryan was a Portfolio...

Ryan has been at Magellan since 2012. In 2023 Ryan was promoted to Portfolio Manager in addition to his role as Sector Head Financials & Technology. During his time with Magellan, Ryan has also covered consumer, industrial and infrastructure...

Sadhvi is a Client Portfolio Manager on the Public Markets Equity business within Goldman Sachs Asset Management, primarily focused on its Quantitative solutions. Sadhvi specializes in bringing differentiated equity strategies to institutional,...

Sally joined the Swell investment team in January 2020 and is responsible for allocated Portfolio investments as well as analysis of companies being considered for inclusion. While completing her studies Sally gained valuable financial analysis...

Sam is an Equities Analyst in the Perennial Value Smaller Companies Team, responsible for the research coverage of small cap resources stocks.Sam joined Perennial Value Management in April 2012, from the Royal Bank of Scotland in Sydney where he...

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...

Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

Scott Berg is the portfolio manager for the T. Rowe Price Global Growth Equity Strategy.

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 Helfstein is the Head of Thematic Solutions at Global X ETFs, based in New York.

Equities

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...

I have a distinct goal - to help Australian investors recognise how under-served they have been solely investing in franked dividend paying Australian shares, and in residential real estate. Those two asset classes are sub-optimal growth choices...

Sebastian is the Head of Multi-Asset for the Australian Multi-Asset team. He is a co-portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund, and is also a member of several local strategy research groups...

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.

Shane co-manages all Global Infrastructure Strategies at ClearBridge Investments. He has 23 years of investment industry experience. Shane joined the firm in 2010. Previously, he was Director, Infrastructure Securities, at Hastings Funds...

Shane joined AMP in 1984 and is Chief Economist and Head of Investment Strategy. Shane has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes.

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 Adler is Co-Manager of Schroders Global Value, commencing with the team in July 2016. Joining Schroders in 2008, Simon commenced his career as a UK equity analyst with responsibilities for chemicals, media, transport, travel and leisure and...

Simon joined Morgan Stanley from Perpetual where he was a Senior Equity Research Analyst and Portfolio Manager. Simon has more than 15 years’ experience in Australian and International equities, including strong wealth management experience at...

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...

Ownership Matters is an institutional governance advisor focussed on the ASX 300. Simon is the joint author of a seminal study on Capital Raisings in Australia 2008-9, released in 2010.

Equities

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...

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...

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of...

"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 founded Aoris Investment Management in 2017 and has been investing internationally for around 25 years. Prior to Aoris, Stephen was Head of International Equities at Evans & Partners where he directly managed $1bn of client assets.

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 Coltman is a Senior Investment Manager within the Alternative Investment Strategies team and is responsible for Top-Down Strategy and Portfolio Hedging implementation. He is also a member of the AIS Portfolio Management Committee. Stephen...

As Franklin Templeton’s Chief Market Strategist and Head of the Franklin Templeton Institute Stephen Dover leverages the knowledge of the firm’s autonomous investment teams to provide global capital market and long-term investment insights...

Stephen joined Schroders in October 2018 and is the Investment Director for Asia ex Japan equities. Stephen joined Schroders from HSBC Global Asset Management where he was Senior Product Specialist, Asia ex Japan Equities. Prior to this, Stephen...

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.

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.

Steven is the Managing Director and Investment Analyst of Pella Funds Management. He has more than 20 years of investment experience. In 2015 Steven co-founded the Pengana International Equities and Pengana International Equities - Ethical...

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...

Prior to joining Janus Henderson Investors in 2019, Tal was deputy head of global resources and fund manager at CFSGAM from 2011. He has also launched and run various global resources and energy funds over the past 21 years.

BML's Chief Investment Officer, Ted Alexander, has been managing investment portfolios since 2008 in London and Sydney. Ted has been the lead Portfolio Manager on multiple funds with a cumulative AUM of over $1.6bn, covering equities and bonds in...

Ted is the Fund Manager for the Pengana WHEB Sustainable Impact Fund and helped to found WHEB Asset Management in 2009.

Ted Richards has twice been a Finalist at the Australian Podcast Awards (in the category of ‘Best Business Podcast’) and is a former professional Australian rules footballer who played for the Essendon Football Club and the Sydney Swans in the AFL...

Livewire and Market Index's pre-opening bell news and analysis wrap. Available weekday mornings and written by Kerry Sun.

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.

Thomas co-founded Minotaur Capital in November 2023. Minotaur is a fundamental global equities firm that utilises technology and software to enhance the investment process. Prior to this, Thomas spent 9 years at Perpetual from June 2014 to...

Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...

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 joined Carrara Capital as Executive Director/Portfolio Manager in February 2023 and is primarily responsible for leading the global equity team. He has over 23 years of experience and has an incredible knowledge base and a history of...

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 is a founding member of Ausbil’s global infrastructure team and his roles at Ausbil include strategy, portfolio construction and stock analysis for the global listed infrastructure team.

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 an investment specialist at Aquasia, where he helps wholesale and institutional investors understand and analyse markets. Prior to joining Aquasia Tim was at Allianz Retire+. While there he was responsible for conveying the importance of...

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 over 14 years of financial markets experience. Tobias was a fund manager on the global desk at Newton Investment Management managing over $20bn in global equity strategies. Tobias left Newton to be the 2IC in the global small & mid cap...

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...

Todd is the Portfolio Manager for the Tribeca 2050 Strategy which is focused on decarbonisation beneficiaries such as carbon credits, green chemicals, green metals, green food and industrial innovation. As a senior member of the Tribeca Global...

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 is the head of GMO’s Focused Equity team and Portfolio Manager for the GMO Quality strategy. He is a Partner of the firm and has been with GMO since 1995.

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 is a Content Editor at Livewire Markets, having worked as a writer and editor for 10 years, specialising in investing and personal finance. He has previously worked at Finder, FourFourTwo, Man Of Many covering everything from film to...

Tom joined Fidelity in March 2008. He acts as a spokesman and commentator on investments and is responsible for defining and articulating the Personal Investing business’s investment view. Tom is an expert on markets, investment trends and themes.

Tom is an Investment Strategist at Betashares where he is responsible for undertaking investment research, analysis and providing market-leading research to clients. Prior to his current role, Tom was an Account Manager within the Betashares...

Tony has extensive experience in international equities having worked in both London and Australia. Tony was formerly senior portfolio manager and head of international equities at K2 Asset Management (2016-2022). Prior broader market roles...

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.

Trent Koch is a Portfolio Manager for the Global Listed Infrastructure team at First Sentier Investors. He has more than 20 years investment experience having managed infrastructure investments in both the listed and direct space. His team seeks...

Trent was previously the founder and CIO of Global Evolution Capital from 2019-2021. At Global Evolution Capital he covered a range of sectors and geographies with a focus on technology, health and energy while constructing absolute return...

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.

Ty joined Alphinity in May 2024 as a Global Research Analyst in the global team. Prior to joining Alphinity, Ty worked at Aoris Investment Management in Sydney for 5 years where he was a member of the investment committee and covered stocks across...

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...

Vaughan Nelson is a Houston-based asset manager specialising in US and global small and medium (SMID) cap equities with a focus on a targeted return. The firm employs a bottom-up, fundamental research process to capitalise on temporary information...

Velislava Dimitrova has over 12 years of investment experience, initially working as an analyst until 2014, covering a number of sectors including European media, European utilities and materials. In 2018, she built on her vision of running a...

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...

Vihari Ross is a portfolio manager at Antipdoes. She has been investing in global equities for over two decades.Prior to joining Antipodes, Vihari was head of research at Magella, responsible for the management of the 30-person global research...

Vinayak is a Senior Investment Analyst at Antipodes Partners, with coverage of consumer, domestic services, financials and infrastructure stocks. Before joining Antipodes he spent 7 years with Magellan Financial Group as an equities analyst...

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).

Vinay specialises in ESG integration and stewardship and is a member of the portfolio management team at Betashares. He is responsible for ensuring the ongoing integrity of the Betashares suite of ethical investment products and for supporting...

Vishal has over 15 years' experience in financial journalism and has a particular interest in property, exchange-traded funds (ETFs), investing strategy and financial history.

Warryn Robertson is a Portfolio Manager/Analyst on the Global Listed Infrastructure, Global Equity Franchise, and Australian Equity teams. He has been working in the investment field since 1992. Prior to joining Lazard in April 2001, Warryn was an...

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 is Head of Global Equities for the Nikko AM Global Equity strategy. The Yarra Global Share Fund substantially invests in the Nikko AM Global Equity Fund. His extensive career in asset management, spanning three decades, includes director of...

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...

As investors, we have tremendous power to create change. Business enables evolution but investors enable business. Blue Oceans Capital exists to drive investment into sustainable companies and to make a difference.

Xinyu Ru is the founder and portfolio manager of Fawkes Capital Management, a discretionary global macro hedge fund. Prior to founding Fawkes, Xinyu spent 10 years at Westpac Banking Corporation within the Chief Investment Office in Sydney and...

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...

Zoe joined Platinum in 2018 as an investment analyst in the health care sector team. In April 2023, Zoe moved to the Consumer team. She was previously an equity analyst at Hunter Hall. Prior to joining the investment management industry, Zoe...

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