Melbourne, Victoria, Australia
I am the Managing Director and Lead Portfolio Manager for ICE Investors. We specialise in investing in ASX-listed business franchises, which have a sustainable competitive advantage due to their ownership or use of difficult-to-replicate assets and sticky customers. These companies have more robust and consistent earnings growth, hence the ICE label—Investing in More Certain Earnings. This earnings profile, in turn, leads to superior risk-adjusted returns over the long term. Our key clientele includes financial advisory groups and high-net-worth individuals. We have won three Fund Manager of the Year (Small Caps) awards from Morningstar, Lonsec, and Money Magazine and have been finalists twice.
Lead Portfolio Manager for the SGH ICE Fund
Founded and ran the SGH ICE Fund.