Adrian is responsible for portfolio construction and research of eligible stocks that pass the quantitative screens in Energy, Financials, Information Technology and Utilities sectors and secondary responsibilities over the Telecommunications sector. As a senior member of the team, Adrian is a key member of the talent recruitment process, mentors and imbues junior analysts in the Bell Asset Management Investment Philosophy and Process.
Prior to joining Bell Asset Management in September 2007, Adrian worked for Portland House Group; a Melbourne based private Family Office, for almost eight years as an Analyst and Portfolio Manager in global equities where he gained generalist stock research and portfolio construction experience. Additionally, Adrian analysed unlisted mutual companies in pre-IPO stage in the US and Australia while at Portland House.
Adrian obtained his Bachelor of Commerce degree from the University of Melbourne in 1999. He also holds a Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia and is a Fellow of the Financial Services Institute of Australasia (FINSIA).