Experience

Glenmore Asset Management

• Australia
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Feb 2017 - Present

  Glenmore Asset Management is a boutique equities investment manager servicing wholesale investors. Glenmore manages the Glenmore Australian Equities Fund which is a diversified portfolio of Australian equities. Since inception in 2017, the Fund has consistently been one of the top performing Australian equity funds, having returned in excess of 30% p.a. (after all fees). For more details please refer to the website www.glenmoream.com.au. Glenmore Asset Management is a boutique equities investment manager servicing wholesale investors. Glenmore manages the Glenmore Australian Equities Fund which is a diversified portfolio of Australian equities. Since inception in 2017, the Fund has consistently been one of the top performing Australian equity funds, having returned in excess of 30% p.a. (after all fees). For more details please refer to the website www.glenmoream.com.au.



CBG Asset Management

• Portfolio Manager

  • May 2007 - Dec 2016

  Commenced as a senior equity analyst and later promoted to Portfolio Manager. Main responsibilities were detailed stock research and general portfolio management of the firm's three funds (wholesale, retail and LIC). Maintained regular contact with senior management teams of a wide range of ASX listed companies. Active role in presenting to potential and existing investors (private individuals, institutional investors and financial planners). In 2013, CBG Asset Management was awarded the prestigious "Best Boutique Australian Equities Manager" at the Australian Fund Manager awards.



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Senior Equity Research Analyst

  • Dec 2004 - May 2007

  Responsible for research coverage of approximately twenty diversified industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for each stock. Maintained regular contact with company management and produced regular research notes on all stocks covered. Member of the Morningstar Investment Committee. Responsible for research coverage of approximately twenty diversified industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for each stock. Maintained regular contact with company management and produced regular research notes on all stocks covered. Member of the Morningstar Investment Committee.



Linwar Securities

• Equity Research Analyst

  • Oct 2003 - Nov 2004

  Responsible for coverage of a range of small/mid cap industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for all stocks under coverage. Produced regular research on all stocks under coverage, which I marketed to a wide range of Australian fund managers. Responsible for coverage of a range of small/mid cap industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for all stocks under coverage. Produced regular research on all stocks under coverage, which I marketed to a wide range of Australian fund managers.