Breadth of Experience

Since 2003, our investment team has managed global equity portfolios across various market cycles. Our investment team averages over 22 years of investment experience, and an average tenure of 7 years at the firm.

Investment Team

Ned Bell
Chief Investment Officer & Portfolio Manager
Andrew Gowen, CFA
Portfolio Manager and Director of Research
Joel Connell
Portfolio Manager
Matt Saddington
Portfolio Manager
Andrew Sleeman, CFA
Portfolio Manager
James Levy
Head of Implementation
Patrik Sjöblom
Senior Global Equities Analyst
Johnson Weng
Senior Global Equities Analyst
Darshana Nair Syama, CFA
Global Equities Analyst
Katrina Lee
Global Equities Analyst

Leadership

Christine Feldmanis
Chair
Michael Lovett
Chief Executive Officer
Ned Bell
Chief Investment Officer & Portfolio Manager
Rob Sullivan
Managing Director, Strategy & Distribution
Lucinda Hill
Executive General Manager, Product and Operations
David Morris
Head of Finance

Operations

Lucinda Hill
Executive General Manager, Product and Operations
Tim Kelly
Compliance Manager
David Blakston
Technology Manager

Distribution & Marketing

Rob Sullivan
Managing Director, Strategy & Distribution
Ella Tassi
Head of Marketing & CX
Xanthe Virtue
Head of Wholesale and Platforms
Andrew Stewart
Head of Retail Sales
Helen Squadrito
Institutional Client Service Manager
Mahesh Fonseka
Head of Investment Specialists
Ross Elliot
Associate Investment Specialist

Level 30
101 Collins Street
Melbourne VIC 3000
Australia

Suite 1, Level 30
Governor Macquarie Tower
1 Farrer Place
Sydney NSW 2000
Australia

‍T: +61 3 8637 6000
or 1300 305 476
‍F: +613 8637 6099
‍Email us

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