TOL - 28th Jan, 2023
How Dawn Kanelleas perfected the science of small-cap investing
The former academic made the switch to asset management 28 years ago. Now, she manages billions on behalf of investors.
Dawn Kanelleas has always been academically competitive. The daughter of socially progressive Greek immigrants, she knew, even from a young age, that she was destined to break the social norms of the time.
And so, she decided academics would be a suitable path, donning a laboratory coat for a degree in the male-dominated world of science and later a research position at Oxford University.
Luckily, for many of her investors today, this didn't stick.
Backed with a PhD in rare earths, Kanelleas would go on to hold a litany of positions over nearly 15 years before becoming a senior portfolio manager at Colonial First State during the GFC. Today, she heads up First Sentier Investors' small and mid-cap coverage and oversees billions of dollars in the process.
But it's her desire to "win" that has truly helped her succeed in the world of finance. Over the past decade, Kanelleas has delivered staggering returns in the small-cap arena, far outperforming the S&P/ASX Small Ordinaries Index (see below).
In this episode of SAMIS, you'll learn all about Kanelleas' journey, her scientific strategy for success in small caps, as well as the other passions that have shaped the woman she is today.
Time codes
0:00 - Intro
3:34 - Early life
12:35 - Journey into academia
21:50 - Return to Australia
25:25 - Starting in finance
36:45 - Financial lessons
52:00 - Passions outside finance
More episodes
Property
The boy from Adelaide who rescued Australia’s failing property sector
View
Education
Maggie Beer’s recipe for turning passion (and paté) into profit
View
Education
Leo Barry was a star of "the big dance", now he's making his mark in small caps
View
Education
The man trusted by Kerry Packer, Solomon Lew and Barbra Streisand (yep, seriously!) for stock market guidance
View
Education
How Domino's boss Don Meij built a $5.7bn global pizza powerhouse from the suburbs of Brisbane
View
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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.
........
Livewire gives readers access to information and educational content provided by financial services professionals and companies (“Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
1 contributor mentioned
Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
Expertise
Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
Expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
The 7 zombie companies lurking on the ASX 300
Livewire Markets
Education
Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach
Leithner & Company Ltd