Senior Investment Analyst

• Dec 2021 - Present

Chief Investment Officer

• Nov 2017 - Dec 2021

The Hogan Group is a Family Office set up by Bruce Hogan. We manage a portfolio of global investments (mostly direct) across all asset classes for which I am responsible. With an infinite time horizon we take a long term view and have a bias towards growth assets. The Hogan Group is a Family Office set up by Bruce Hogan. We manage a portfolio of global investments (mostly direct) across all asset classes for which I am responsible. With an infinite time horizon we take a long term view and have a bias towards growth assets.

Equity Research Analyst

• Jul 2015 - Oct 2017

In my time as an analyst at Perpetual I specialised in Australian Equities. I covered several sectors including Financials, Consumer Staples and Industrials. The key day to day duties involved building stock models, industry models, on the ground research (domestic and international) with company management and industry contacts, and contributing to the management of large and small cap portfolios. Whilst the benchmarks were relative performance to ASX indicies there was a very large focus on capital preservation through the cycle. This was very much a "value investment style". The research was predominantly fundamental and bottom up. The job aslo included monthly and quarterly reporting for clients. Show less

Equity Analyst

• Apr 2011 - Jul 2015

I was one of 7 buy-side analyst responsible for several mandates including IMA’S and SMA’s. The main strategy is an actively managed deep value strategy. I started as an assistant analyst in the resource sector covering bulk commodities. For 3 years I was responsible for the AREITs and Select Industrials in the ASX 300. The ATI approach is a collaborative approach which has required me to be familiar with all sectors in the market. I was one of 7 buy-side analyst responsible for several mandates including IMA’S and SMA’s. The main strategy is an actively managed deep value strategy. I started as an assistant analyst in the resource sector covering bulk commodities. For 3 years I was responsible for the AREITs and Select Industrials in the ASX 300. The ATI approach is a collaborative approach which has required me to be familiar with all sectors in the market.