Featured Contributors

Dr Shane Oliver, Head of Investment Strategy and Economics and Chief Economist at AMP Capital is responsible for AMP Capital's diversified investment funds. He provides economic forecasts and analysis of key variables and issues affecting all asset markets.

Thomas Rice is the portfolio manager for the Perpetual Global Innovation Share Fund, based in Sydney, Australia. You can find him on Twitter at @thomasrice_au.

Don is the founding Managing Director of Plato Investment Management. He is well known as a leader in the practical application of after-tax investing. Prior to forming Plato, Don was Head of Active Equities, Asia Pacific at State Street Global Advisors.

Glenn Dyer has been a finance journalist and TV producer for more than 40 years. He has worked at Maxwell Newton Publications, Queensland Newspapers, AAP, The Australian Financial Review, The Nine Network and Crikey.

Corporate Connect Research Analyst Marc Sinatra has had a broad career across the life-science industry, having worked in it for over 25 years. Marc spent his time providing specialist consulting services to venture capital companies, listed and unlisted life-science companies, providing company analysis for various uses, and investing in the ASX-listed life-science sector.

Martin is Head of Australian Equities at Schroders. He is a fund manager and involved in the portfolio construction process for Australian Equity portfolios, while also retaining analytical responsibilities for the Diversified Financials, Gaming, General Insurance, Life insurance and Telecommunications sectors. Martin joined Schroders in 1994 and was promoted to Head of Australian Equities in 2003. Prior to joining Schroders he was an accountant at Ernst & Young. Martin holds a Bachelor of Economics from Macquarie University, a Graduate Diploma in Applied Finance and Investment and is a qualified Chartered Accountant.

Michael Collins is a qualified economist who spent 16 years working for leading media publications including the Australian Financial Review, Agence-France Presse and Bloomberg. Since 2000, he has worked for fund managers including Fidelity International.

Anthony is the Portfolio Manager - Industrial Shares, Pure Equity Alpha, SHARE-PLUS Long-Short and an Analyst. Anthony has 22 years’ experience and 9 at Perpetual. Prior to joining Perpetual, he worked at Ellerston Capital for two years. Anthony is a CFA charterholder.

Investment Banking Executive with over 30 years of experience focused on global capital markets. He is the former Managing Director and Head of Distribution and Corporate access (Asia) for Citi, where he managed and maintained a team of over 350 financial market professionals across 10 countries in public capital markets. Paul has a long background dealing with the senior management of listed and unlisted corporations on public market strategy and has extensive experience in the entire lifespan of a publicly listed entity, including IPOs, mergers and acquisitions, asset purchases and sales, restructures and capital raises. He is a proven leader and business strategist with an intimate knowledge of financial markets and corporate governance issues.

Jack Standing is the National Head of the Advice Team for Spring FG Wealth. His primary responsibilities cover advice and strategy development, adviser training and education as well as being a ‘responsible manager’ of the group’s AFSL.

Nick Langley is Managing Director, Co-Founder, and Senior Portfolio Manager at ClearBridge Investments. As a Portfolio Manager, Nick is a member of the investment committees responsible for all global listed infrastructure strategies. He has 26 years of investment industry experience.

Arian Neiron is CEO & Managing Director, Asia Pacific, at VanEck. Prior to joining VanEck, Arian was a partner at boutique asset management advisory firm Sunstone Partners and was previously at Perpetual Investments, Credit Suisse and MLC.

David Bassanese is one of Australia's leading economic and financial market analysts. His is Chief Economist with BetaShares and former market columnist with The Australian Financial Review. He has previously worked in economist roles at the Federal Treasury, OECD and Macquarie Bank.

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

Di Brookman is a geologist & energy finance professional with over 30-years experience in equity and debt markets, corporate advisory, finance & communications. During her career as an analyst she has worked for Citi, Credit Lyonnais Securities Asia (CLSA), Barclays de Zoette Wedd (BZW) and Westpac and is presently consulting to Corporate Connect.

An actuary by training, Douglas Isles first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that, as an investment manager at Aegon Asset Management in Edinburgh. Douglas left Platinum in 2008 to relocate to Singapore where he made a significant contribution to developing Standard Chartered Bank’s equity broking business. Having re-joined Platinum in 2013 as an investment specialist, Douglas now dedicates himself to serving as a bridge between Platinum’s investment team and the financial advisory community. Douglas holds an FFA and MA Math from Trinity College, Cambridge.

Amy Pham is a Portfolio Manager & Investment Analyst with Pengana Capital. Amy has over 20 years of property funds management experience. Prior to joining Pengana she worked at Charter Hall/Folkestone for 6 years, managing a high conviction AREIT strategy. This team won several industry awards including Financial Standards Property Fund Manager of the Year 2019, Money Management/Lonsec Australian Property Securities Fund Manager of the Year 2018, and Financial Standards Property Fund Manager of the Year 2017. Amy has held several senior positions including head of property securities at IAG and portfolio manager at Deutsche Asset Management and Perpetual Funds Management. She began her career as a quantitative analyst at Legal & General in 1994. Amy holds a bachelor and honours degree in Economics from the University of New England and University of California Davis.

Eva Brocklehurst started her journalistic career in 1993 as a financial reporter with RWE Australian Business News covering money markets and economic reports. She moved to Australian Associated Press (AAP) in 1998 as a senior financial journalist to cover money markets, economic analysis, Reserve Bank and Treasury. Eva became deputy finance editor at AAP in 2003. Started working online as a reporter on ASX-listed companies for RWE Australian Business News in 2005. Eva joined FNArena in 2012 and has been covering stockbroker analysis of ASX-listed companies since, as well as writing general news stories.

Greg Tolpigin has over 20 years of experience as a proprietary trader and high-level strategist for the major investment banks including Citigroup, Bankers Trust and Macquarie Bank.

Sam Twidale joined DNR Capital in September 2017 and is Portfolio Manager for the Australian Emerging Companies Fund. Sam has over 16 years of investment experience, having previously worked as a European portfolio manager at Schroders in London for over seven years. Prior to this he worked at Citigroup in London as an equity research analyst covering the resources sector. He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane.

Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies.

Stephen Bruce BEC, MCOM, CA, CFA, SA FIN is the Director, Portfolio Management, at Perennial Value. Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust. In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all broader cap Australian Equities portfolios. He also has research responsibility for the banking, healthcare, telco and agricultural sectors.

Neil Rogan (B. Arts, University of Western Sydney) is Head of Wholesale Partnerships, Australia, for Russell Investments. Neil joined Russell Investments in April 2019. He has over 25 years in the financial services industry having been the General Manager Investment Bond Division at Centuria Life. Prior to this, Neil held several senior roles at AMP Ltd. During this time Neil lead the changes for the introduction of MySuper in 2013.

Lawrence has over 30 years’ experience in investment management and analysis roles spanning Australian & overseas listed company analysis, commodities and fund strategy. He is principal of LGrech Consulting Services providing bespoke research to companies and professional investors; and partners with firms including Corporate Connect to tailor research delivery.

Dan Bosscher BCom, LLB (Hons) is a Portfolio Manager with Perennial Value. Dan is Head of the Perennial Solutions Group and Portfolio Manager for Perennial Concentrated Australian Shares. He joined Perennial Value in August 2012 after 15 years at UBS Investment Bank where he held the position of Managing Director – Head UBS Fundamental Investment Group. In this role, Dan managed a seven-person team investing as a multi-strategy hedge fund in the Australian market. Dan has been managing equity and derivative funds for more than 20 years.

Randal Janneke, CFA is a portfolio manager and head of Australian equities in the International Equity Division of T. Rowe Price based in Baltimore. He is a vice president of T. Rowe Price Group Inc. and T. Rowe Price International Ltd. Randal currently manages strategies dealing in Australia equity, using a growth investment style.

Frank Uhlenbruch is an Investment Strategist on the Australian Fixed Interest Team at Janus Henderson Investors, a position he has held since joining Henderson in 2015. Frank is responsible for providing the macroeconomic and valuation framework for the fixed interest process.

Hayden Nicholson is an ETF/LIC Specialist at Bell Potter Securities. Hayden provides comprehensive coverage of the ETF and LIC sectors, producing a range of highly regarded reports covering investment fundamentals, asset class structure and cost, and the role of managed investments in portfolios.

Cameron Robertson CFA, BSc Hons (USyd), MAppFin (Macquarie) is a Portfolio Manager with Platinum Asset Management. Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex Japan strategy. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.

Jacob Mitchell is Founder and Chief Investment Officer of Antipodes Partners. The Antipodes Global Fund is an unconstrained global share fund that seeks to generate absolute returns above the MSCI All Country World Index by focusing on identifying attractively valued companies.

A highly regarded Funds Management and Investment Banking executive, Richard has over 25 years’ experience in capital markets spanning Asia-Pacific, Europe and the US – where he has held senior roles in equities research and institutional research sales. Richard is currently an equity analyst with Corporate Connect Research. Richard started his career as an exploration geologist for Freeport McMoran before moving to finance where he has held roles with Schroder Investment Management (Sydney/London), Deutsche Bank (UK), Citigroup (Aust), Credit Suisse (Aust) and Antares Equities/MLC Asset Management.

James Abela is the portfolio manager of the Fidelity Future Leaders Fund which was launched in 2013, after 10 years as a Fidelity investment analyst. James' unique process has seen him win the 2018, 2019 and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category.

Russel Chesler is Head of Investments & Capital Markets at VanEck Investments. An actuary with over 25 years’ experience in financial services, Russel is responsible for managing VanEck's passive solutions. Prior to joining VanEck, Russel was a partner at Sunstone Partners, specialising in Asset and Wealth Management. Russel also worked for Perpetual Limited as General Manager of Protected Investments and Lending, and has held positions at Grange Securities, Alexander Forbes and Liberty Life. Russel has a Bachelor of Science (Honours) from the University of Witwatersrand, Johannesburg and is a Fellow of the Institute of Actuaries (United Kingdom).

Jamie Nicol has over 27 years' experience in the funds management industry and is one of the founding partners of DNR Capital. He is Chief Investment Officer and has responsibility for portfolio management and investment strategy, financials (ex-property), building materials, energy, industrials sectors.

Mark Hawtin is the investment director responsible for running global long only and long/short funds investing in the disruptive growth & technology sectors. Prior to joining GAM in October 2008, he was a partner and portfolio manager with Marshall Wace Asset Management for eight years, managing one of Europe’s largest technology, media and telecoms hedge funds. Mark Hawtin previously spent seven years at Enskilda Securities, initially as head of sales, before taking responsibility for the international equity business, overseeing pan-European research and trading activities and around a quarter of the investment banking staff. He is based in London.

Andrew commenced with Perennial in July 2008 as a Senior Analyst with the Small Cap team. In 2010 Andrew became a portfolio manager on the Smaller Companies Fund and shared this responsibility until November 2017 when he became Head of Small & Micro Companies.

Sunny Bangia has over a decade of experience investing in Asia. He is the portfolio manager of the Antipodes Asia Fund. Prior to joining Antipodes, Sunny was a strategist at Platinum Asset Management, primarily covering Asian equities. From 2010 to 2013 he was an associate director at Westpac Institutional Banking Asia, spending 2 years based in Singapore. Earlier he worked as an investment analyst at Goldman Sachs. Sunny is fluent in Hindi and holds a Bachelor of Business (Finance and Software Engineering) from the University of Technology Sydney.

John Vail is the Chief Global Strategist for Nikko AM. He has worked for some of the world's largest firms since 1985, with specialties in Asian equity markets, global asset allocation and central bank forecasting, and has covered fixed income, equities, commodities, hedge funds and macroeconomic-analysis.

John Godfrey has over 50 years of financial services experience. This has involved banking, accounting, stock broking, investment banking, lending, fund raising, financial advice, trusteeship, and adviser training.

Andrew Clifford co-founded Platinum alongside Kerr Neilsen in 1994. He has held the role of Chief Investment Officer since 2013. He continues to co-manage the Platinum International Fund and the Platinum International Fund (Quoted Managed Hedge Fund).

Peter is a founder of Plato Investment Management and has twelve years investment experience. Peter is a Senior Portfolio Manager at Plato and manages the Plato Australian Shares Income Fund. Peter received 1st Class Honours and a PhD from The University of New South Wales where his thesis topic was behaviour of Australian active investment managers. He has previous worked at Macquarie Bank, Mercer and ING.

Kris Walesby is the Sydney-based Head of ANZ ETFS Management (AUS) Limited (‘ANZ ETFS’), the joint venture between Australia and New Zealand Banking Group (‘ANZ’) and ETF Securities.

Mihkel Kase is a Fund Manager, Fixed Income and Multi-Asset, at Schroders. Mihkel joined Schroders in June 2003 and is responsible for Schroders absolute return fixed income strategies, including the Schroder Absolute Return Income Fund, and has a focus on credit portfolio management. He is also a Co-Portfolio Manager on the Multi-Asset Schroder Multi-Asset Income Fund. Mihkel holds a Bachelor degree in Economics and Government from the University of Sydney. He is a qualified chartered accountant and a member of Institute of Chartered Accountants.

Tim Boreham edits The New Criterion. Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades' experience of business reporting across three major publications.

Norman Howe is the founder of Strat X Advisory and has been involved with wealth management for over 30 years. He primarily works with SMSF trustees, SME owners and family groups helping them achieve wealth-life goals. As a high-level adviser and strategist, Norman specialises in SMSF, business restructuring, Estate Planning and Wealth-Life planning.

Russel Pillemer co-founded Pengana in 2003. He has been Pengana’s Chief Executive Officer since inception. He is a member of the Institute of Chartered Accountants in Australia and has a Bachelor of Commerce (Hons) from the University of New South Wales.

Sam Ruiz is a Portfolio Specialist in the Equity Division at T. Rowe Price, representing the firm's global and Australian equity portfolio managers to clients, consultants and prospects.

Alison Savas represents the Antipodes investment team as client portfolio manager. Prior to joining Antipodes Alison was an investment analyst with Smith Tan Asset Management in Singapore and a deputy portfolio manager at Kingfisher Investments, a Singapore-based family office. From 2004 to 2015 Alison was a senior investment analyst at Platinum Asset Management where she covered a range of sectors in Asia, with a focus on India, ASEAN and South Korea. After being selected in the Commonwealth Bank of Australia’s graduate program Alison commenced her investment career at AspectHuntley (now Morningstar) as an associate analyst with responsibility for a portfolio of Australian small cap stocks. Alison holds a Bachelor of Commerce with majors in Finance and Accounting from the University of New South Wales.

Winston Sammut is an Investment Specialist with Sequoia Asset Management. Winston has more than 40 years' experience in investment markets and the investment management industry, having previously worked for companies including Commonwealth Bank and Charter Hall. Winston is a Graduate of Business Studies (Banking) at the Royal Melbourne Institute of Technology, and a Fellow of the Financial Services Institute of Australasia and the Australian Institute of Company Directors.

Scott Kelly joined DNR Capital in August 2015 and is Portfolio Manager for the Australian Equities Income Portfolio. He is also responsible for the investment research of the telecommunications, transport, utilities, infrastructure, and media sectors.

Cameron McCormack is a Portfolio Manager with VanEck Investments. Cameron leads investment performance analytics for the firm and is responsible for trade execution for equity and fixed income ETFs. Cameron was previously at Pacific Life Re Australia where he worked in the pricing and client solutions teams. Cameron graduated with a Bachelor of Commerce majoring in Actuarial Studies and Finance from the University of New South Wales and is an Associate of the Society of Actuaries (ASA).

Scott has over 35 years experience in Australian equities, starting as a “chalkie” and trader on the Stock Exchange Trading Floor and spending the last 25 years advising and trading for International Institutions. He has been an Executive Director at JPMorgan and Nomura, a Governor of the Australian Stock Exchange and was recently awarded a Lifetime Achievment award by the Australian Stockbrokers Association.

Blair Kirkhope is Head of Sequoia Specialist Investments. Blair is an experienced financial markets professional with a strong tax background covering 11 years of front office experience in the investment banking sector specialising in equity and commodity derivatives, structured investment solutions, portfolio risk management solutions and equity finance.

Simon is head of the Australian fixed income and multi-asset team and CIO for Schroders Australia. He is responsible for managing the investment process, setting the investment strategy including asset allocation decisions and managing overall portfolio risk. Simon has over 35 years' investment management experience, having started his career at AMP before joining Schroders in 2003. Simon is regarded as one of the leading multi-asset investors globally and is widely recognised as an innovator and thought leader, particularly within the absolute return and objective based style of multi-asset investing. Simon holds a Masters in Applied Finance from Macquarie University and a Bachelor’s degree in Economics from the University of Sydney.

Stuart joined Schroders in October 2012 as Fund Manager, Fixed Income. He has portfolio management responsibility for Schroders absolute return fixed income strategies including the Schroder Cash Plus Strategy as well as Core Strategies.

Imaru Casanova is a Deputy Portfolio Manager, Gold and Precious Metals, at VanEck. As a meaningful contributor to VanEck’s gold and natural resources investment teams, Imaru’s (Ima) financial experience dedicated solely to the metals and mining sector is enhanced through a diverse background, including an advanced degree and industry experience in engineering. Together these perspectives help to shape her analysis and interactions with prominent and upcoming gold mining companies.

Tom Stevenson is Investment Director at Fidelity International. Tom joined Fidelity in March 2008. He acts as a spokesman and commentator on investments and is responsible for defining and articulating the Personal Investing business’s investment view. Tom is an expert on markets, investment trends and themes.

Alice Shen is Senior Associate - Investments & Capital Markets with VanEck Investments. Alice oversees fund operations and investment portfolios, as well as managing asset valuation and trade settlements. Formerly at State Street where she was a fund operations analyst, Alice has also held a number of roles at RBC Investor & Treasury Services and Bank of China International. Alice is a CFA Charterholder and holds a Master of Actuarial Studies from Australian National University, as well as a Bachelor of Mathematics and Statistics from Imperial College London.

Preston Foster is a senior adviser and partner at Apt Wealth Partners, he brings two decades of financial markets, family financial advisory, agribusiness & SME succession planning and strategic business relationships. Preston is Certified Financial Planner and holds a Bachelor of Business (Finance), Diploma of Financial Planning, Direct Equities certification, SMSF Specialisation and Estate Planning Facilitation certification.

William Gormly is an ETF/LIC Specialist at Bell Potter Securities. Will provides comprehensive coverage of the ETF and LIC sectors, producing a range of highly regarded reports covering investment fundamentals, asset class structure and cost, and the role of managed investments in portfolios.

Luke has over 24 years investment experience and is a founding Director of Karara. Luke holds a BSc(Hons) from Canterbury University, an MA from the University of British Columbia and is a Chartered Financial Analyst (CFA).

Shane Hurst is Managing Director and Portfolio Manager with ClearBridge Investments. Shane has responsibility for the leadership and management of ClearBridge’s Global Listed Infrastructure Investment Team. As a Portfolio Manager, Shane is a member of the investment committees responsible for all global listed infrastructure strategies.

James Dunn was founding editor of Shares magazine and has also written for Business Review Weekly, Personal Investor, The Age and Management Today. He was subsequently personal investment editor at The Australian and editor of financial website, investorweb.com.au.

Chris Andrews is Senior Vice President and Chief Investment Officer of La Trobe Financial. He oversees the Credit Fund and is part of La Trobe Financial’s treasury deal team, which manages funding, institutional investors and RMBS issuances. Chris joined La Trobe Financial in 2006 as Senior Legal Counsel from Minter Ellison Lawyers and commenced as Head of Funds Management in 2009.

Amit joined Montaka Global Investments in April 2018 as a Senior Research Analyst after spending seven years as a credit analyst at Credit Agricole and Citigroup, based in New York. Prior to this, Amit was an investment banker with Citigroup for five years in New York and Sydney, focusing on Media and Telecoms; Metals and Mining; and Consumer Products.

Daniel joined IML, the well-known value and quality Australian equities fund manager, in 2010. Daniel has been a portfolio manager for IML’s flagship Australian Share Fund since 2013 and is also a portfolio manager of IML’s Sustainable Future Fund.

Regina Meani is a freelance consultant in market analysis; her work includes a macro/micro approach provided in both singular formats and report writing for research companies and broking houses as well as providing market and stock analysis for individual traders and investors.