Head Of Research

Portfolio Manager

• Sep 2020 - Mar 2022

Annapurna Microcap fund - high conviction equity true to label NanoCap and Microcap stocks run by myself and Bill Laister. The focus on high growth businesses in sectors of the economy with demonstrable growth. The Fund has both industrials and resource expertise. The fund has available capacity. Bill and I have seeded it and have material investments in Annapurna. Annapurna Microcap fund - high conviction equity true to label NanoCap and Microcap stocks run by myself and Bill Laister. The focus on high growth businesses in sectors of the economy with demonstrable growth. The Fund has both industrials and resource expertise. The fund has available capacity. Bill and I have seeded it and have material investments in Annapurna.

Equity Analyst

• Sep 2019 - Sep 2020

Focussing on smaller and microcap Australian listed stocks Focussing on smaller and microcap Australian listed stocks

Senior Portfolio Manager

• Sep 2018 - Aug 2019

Co- manage Emerging companies fund - the G fund - fully SIV compliant Co- manage Emerging companies fund - the G fund - fully SIV compliant

Deputy Portfolio Manager Microcaps

• Jan 2017 - Jan 2018

Assist in the management of Microcaps fund(s) for Contango Asset Management (including the LIC CTN.ASX) along with ongoing investment analysis

Senior Investment Analyst

• Mar 2015 - Jan 2017

Analyse a range of large to small cap Australian equity stocks. Active financial modelling, visitation, and analysis of a range of stock. Sectors covered include Technology, Food and Diversified Financials (fund managers).

Head of Research

• Dec 2009 - Oct 2013

I managed a team of 5 equity analysts and a team of retail strategists, editors and retail portfolio managers. My role included responsibility for all published investment advice and content along with reviewing research prior to it being published. In addition I covered 5-8 stocks as the lead analyst. I sat on the investment committee and on the Ord Minnett management committee. During my tenure I hired new people, established new coverage, put in new systems, launched new products (small caps SMA, Hybrid SMA ,large cap SMA and a nascent US stock portfolio).

Head of research

• Jun 2007 - Apr 2009

Initially I worked as senior analyst and role of Head of Research after about a year. I covered Industrial and Ag stocks Initially I worked as senior analyst and role of Head of Research after about a year. I covered Industrial and Ag stocks

Senior Portfolio Manager

• Aug 2004 - Jun 2007

Senior Portfolio Manager Senior Portfolio Manager

Graduate recruit

• Jan 1996 - Jan 1997

Commercial bank trainee credit analyst Commercial bank trainee credit analyst