Sydney, New South Wales, Australia
Passion for solving complex problems, with 20 years of experience in Funds management working in both startups and large corporations I have been helping funds/ companies evolve and adapt to constantly changing markets. Early career in accounting then spent 15 years managing equities both in Australia and Asia, leading the financial team of a blockchain startup and then assisting the transformation of an emerging fund manager in Sydney. Skills – Innovate, understand complex environments, break down problems, develop & execute strategy, identify new investment opportunities and risk managing the full investment cycle
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CFO at Gate Digital Services involved in building scalable financial systems and controls to support the crypto exchange and ICO business. Contributed in building an institutional grade exchange.
Co-Lead Portfolio Manager for both the Asian Participation Fund (micro-cap) and the Asian component of the Global Investment Fund (large-cap). Both funds are 30 stock concentrated portfolios based on bottom up research and deep value approach. Asian participation micro-cap fund process is to take a substantial position for the long term in a limited number of quality companies with which we are very well acquainted and for which we know that they create far more value than one would suspect from the current share price. And in the interim an attractive dividend is received annually. Manage the Asian component of Global Investment Fund-Euro 300m aimed at beating the MSCI index. • As a substantial shareholder in a number of companies own by micro cap fund - actively involved in discussion with CEO on business strategy and shareholder governance issues. • Generalist covering all sectors with a focus on Japan, Australia, Singapore, Korea and China H shares. • My skills also include equities dealing, managing illiquid equity exposure, building investment models, compliance systems and portfolio risk monitoring.
• Quest is a concentrated Australian equities boutique asset manager focused on return on capital with the goal of generating long term above market returns. Refer www.questap.com.au for performance history. • Equity owner of Quest since 2007 • Recruited as part of the start-up of Quest where I developed and built the common valuation modeling system, portfolio management systems, compliance monitoring, presentations, stock investment database and portfolio screening systems for the business. • The fund was initially managed by 3 professionals including myself, where the fund grew from zero to A$1.5bn FUM. As part of a small team, I am involved in all aspects of stock selection, trading, portfolio management, macroeconomic analysis and other functions required to run a boutique funds management company. • Primary responsibility is identifying stocks or sectors that will provide excess returns either on relative and/or absolute basis. • Other key contributions include provision of economic research as overlay for portfolio strategy, with a focus on China and monetary policy • Actively involved in interviewing company management/industry contacts, client management including marketing to prospective clients, as well as ongoing management of compliance and portfolio management systems. Primary sector coverage includes TMT, transport, commodities (uranium, rare earth, soft commodities), property trusts, developers and emerging companies.
Portfolio Manager - AMP Australian Equities Team • AMP is one of the largest asset managers in Australia with over A$20.0bn FUM. • Promoted from Equities Analyst to Portfolio Manager in the Australian Equities Team in 2005. The Capital Team managed A$4.0bn FUM for internal and external clients, adopting bottom up analysis and a focus on return on capital as the main driver for stock selection. • Primary responsibility is identifying stocks or sectors that will provide excess relative returns. Investment Analyst – AMP Australian Equities Team • Promoted to an Investment Analyst where my role as an analyst was to provide support to portfolio managers on managing portfolio databases and valuation models. This role was extended to include stock coverage due to my enthusiasm I showed for analyzing stocks. My stock coverage started with Paper and Packaging and expanded to Telco, Internet and Transport companies. • Developed and built a valuation model that was employed as the primary valuation model for determining buy and sell decisions. Equity Analyst - AMP Investments Pty Ltd • Between 2000 -2004 I was responsible for running the allocation funds managing the liquidity and total equity exposure for all of AMP’s life funds. This role involved trading and managing a pool of equities to near index exposure and arbitraging between future and physical exposure against asset allocation targets. This role required advanced excel skills to upload large numbers of securities for trading and aligning to various indexes.