Asset management team

Years of experience: 17
Years at Perpetual: 11

Charlie is the Portfolio manager for 50% of the Industrial Share strategy and 100% of the Australian Sustainability strategy. He also analyses a small number of stocks in the healthcare and gaming sectors.

Charlie joined Perpetual Investments in May 1999 as an Analyst covering a broad range of sectors, and assumed portfolio management responsibilities from 2002.

Charlie began his career as a Graduate Trainee at Schroder Investment Management in London. After five years he relocated to Australia and joined Platinum Asset Management as an Analyst focusing on global telecommunication companies.

Charlie studied modern history at New College, Oxford and has a Bachelor of Arts (Honours). He is also an Associate of the Society of Investment Professional (part of the CFA).

Years of experience: 17 (9 years in investment industry and 8 years in resources industry)
Years at Perpetual: 9

James is the Portfolio Manager for the Global Resources strategy and the resources component of the Smaller Companies strategy. He also manages a team of two specialist resources analysts who alongside him are responsible for recommending resource stocks for all of the investment strategies that have resources exposure. James covers coal, uranium, diversified metals and mining, steel and service companies on a global basis.

James joined Perpetual Investments in March 2002 as a resource Analyst, gaining portfolio management experience from late 2003.

Prior to joining Perpetual, James had eight years of practical experience in the resources industry. He began his career as a Mine Engineer, spending two years with National Mine Management, Kalgoorlie, WA, gaining experience in underground mining operations and mine management.

He then spent five years with WMC Resources, Kambalda, WA in mine management and financial control roles and one year with New Hampton Goldfields, Melbourne as a financial analyst. This practical resources industry experience is an advantage in his current role of analysing resource companies.

James has a Bachelor of Engineering Mining (Honours) from the Kalgoorlie School of Mines and a Masters of Business Administration from the University of Western Australia.

Years of experience: 15
Years at Perpetual: 8 (in 2 separate periods)

Paul is the Portfolio Manager for the SHARE-PLUS Long-Short strategy and the Concentrated Equity strategy.

Paul rejoined Perpetual Investments in February 2010 as a Portfolio Manager, having previously spent seven years with Perpetual. He began his career with Perpetual in 1994 in a back office role, moving into a dealing role after three years, working his way up to the Head Dealer role.

Between stints at Perpetual, Paul spent seven years working at CPH/Ellerston Capital, where he had portfolio management responsibilities for an Australian long/short strategy for the first four years and a global long/short strategy for the last three years. Paul also recruited and managed two analysts within his team.

Paul gained international experience, spending 18 months in London, as well as expertise in investing and trading various asset classes ranging from equities, commodities, currencies and fixed interest.

Paul has a Bachelor of Economics from Macquarie University and is a Member of the Institute of Chartered Accountants.

Sean is currently on sabbatical, returning later this year. Prior to his sabbatical Sean managed the Perpetual Smaller Companies Fund for eight years.

When Sean returns to Perpetual he will work with the product team on a number of product ideas and incubation strategies.

Having been at Perpetual Investments for 18 years, it will be invaluable to have Sean’s vast investment experience back at Perpetual.

Years of experience: 27 (8 years in investment industry and 19 years in corporate life)
Years at Perpetual: 8

Maryanne is an Analyst, covering mainly large cap companies in the industrials, consumer staples, and consumer discretionary sectors.

Maryanne joined Perpetual Investments in February 2003 as an Analyst, bringing a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role.

Maryanne’s corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joy which spanned retail fashion, manufacturing and accounting services industries.

Maryanne has a Bachelor of Business from the University of Technology Sydney.

Years of experience: 16
Years at Perpetual: 4

Vince is an Analyst, covering mainly large cap industrial companies, in particular banks, property trusts and telecommunications.

Vince joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.

Prior to joining Perpetual, Vince was as a senior portfolio manager/analyst in the large cap Australian equites team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.

Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutshce). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.

Vince has a Bachelor of Commerce with a major in Economics and Finance from the University of New South Wales.

Years of experience: 6
Years at Perpetual: 1.5

Rosemary joined Perpetual Investments in January 2010 as an Analyst, covering mainly small cap industrial companies, in particular telecommunications.

Prior to joining Perpetual, Rosemary spent 2 years at Platinum Asset Management, where she was an Analyst for the Platinum Asia Fund covering stocks across China and Hong Kong. This role made the most of her strong analytical skills and fluency in Mandarin.

Before this Rosemary was an analyst at MMC Asset Management analysing small and mid-cap companies, and also held roles at the Reserve Bank of Australia and the Australian Prudential Regulation Authority (APRA).

Rosemary has a Bachelor of Commerce (Honours) and a Masters of Commerce (Actuarial Studies).

Years of experience: 18 (2.5 years in investment industry and 16 years in resources industry)
Years at Perpetual: 2.5

Andrew joined Perpetual in October 2008 as an Analyst focused on the global resources sector, specifically covering gold, precious metals, pure play metals and service companies from around the world.

Prior to joining Perpetual, Andrew had 16 years of practical experience in the resources industry. The first nine years of his career were spent in Mining Engineer and Mine Manager roles across WA, with Byrnecut Mining (four years), Lionore International (four years) and Normandy Mining (1 year). During this time, he gained experience in underground mining operations and mine management.

Between 2001 and 2008 Andrew worked for Orica Mining Services in a range of business management and product management roles. This involved extensive global experience, covering markets in Australasia, China, Philippines, India, Europe, the Middle East and Africa.

Andrew has a Bachelor of Engineering Mining (Honours) from Western Australian School of Mines and a Masters of Business Administration from Newcastle University.

Years of experience: 18 (8 years in investment industry and 10 years in resources industry)
Years at Perpetual: 2.5

Andrew joined Perpetual in September 2008 as an Analyst focused on the global energy sector, specifically covering oil and gas, and service companies from around the world.

Prior to joining Perpetual, Andrew was the Senior Energy Analyst at Macquarie Securities (2004-2008) and the Senior Energy Analyst at JP Morgan (2002 -2004), after relocating from the UK.

Before becoming an equity analyst in Australia, Andrew worked in a variety of energy industry roles from 1991 to 2000. In his most recent role, Andrew spent five years with Global Energy Consultants, Wood Mackenzie (based in Edinburgh), focused on Latin America and West Africa.

Prior to this, Andrew spent a brief period with Tullow Oil, investigating investment opportunities in the Indian sub-continent. Andrew’s first role in the industry was at the well-site with Baker Hughes, primarily drilling wells in Europe and Africa.

Andrew has a Bachelor of Science Geology (Honours) from Queen’s University Belfast and a Masters of Science in Petroleum Geology from University College Dublin.

Years of experience: 36
Years with Wellington Management: 30

Since the early 1980s, Jack has specialised in identifying stocks of value-oriented companies for client portfolios. His core approaches, known as Value and Equity Income, are employed in the management of clients assets around the world. In 2005, Jack launched a Global Value investment approach. Based in London, Jack participates in a number of investment committees, and his primary focus is managing the Global Value investment approach.

Prior to joining Wellington Management in 1981, Jack held a variety of financial management and administrative positions at Kollmorgen Corporation, a manufacturer of electro-optical equipment (1974 - 1979). He was also employed in the financial management program at General Electric (1971 - 1972).

Jack received his MBA from the University of Virginia (Darden, 1981) and his BS in economics, with honours, from Lehigh University (1971). He also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

Years of experience: 22
Years with Wellington Management: 5

Ian is an equity portfolio manager on the Value team. He focuses on the technology and media sectors.

Prior to joining Wellington Management in 2006, Ian worked for Deutsche Asset Management in New York where he was the lead portfolio manager for various technology sector funds and manager of a team of globally-based technology analysts (2004 - 2006). Prior to that, Ian worked at Franklin/Templeton as an equity analyst and portfolio manager where he began his career as an equity analyst covering a variety of industries, including media, telecom services, pollution control, utilities, gaming, and lodging (1989 - 2003).

Ian received his MBA from the University of California, Berkeley (1997) and his BA in economics from the University of California, Davis (1989). He is also a CFA charterholder.

Years of experience: 15
Years at Perpetual: 15

Anthony is the Portfolio Manager for the Property Securities strategy and Property Income strategy, as well as an Analyst covering Australian and Asian listed and unlisted property trusts. He also manages an Analyst who is dedicated to the property strategies.

Anthony joined Perpetual in December 1996 as a Trust Officer in the Private Clients business. From 2003 to 2006, Anthony worked as a Quantitative Analyst, running the Passive Property Fund, until it became an active strategy.

In 2006, Anthony transferred into the Equities team as an Analyst, where he covered property trusts, and the healthcare, information technology, consumer discretionary, industrials and financials sectors. In 2008, Anthony became dedicated solely to property, taking on portfolio management responsibilities.

Anthony has a Bachelor of Economics from Macquarie University and is a Certified Financial Analyst.

Years of experience: 12
Years at Perpetual: 2

Michael is portfolio manager for Perpetual's diversified funds, including Perpetual’s Balanced Fund, Conservative Growth Fund, Diversified Growth Fund and Split Growth Fund.

Michael joined Perpetual in October 2008. Prior to joining Perpetual worked for seven years at Watson Wyatt as an investment consultant providing investment strategy advice to some of Australia's largest institutional investors. Michael is a Fellow of the Institute of Actuaries of Australia and has a Bachelor of Science and Bachelor of Law from the University of Queensland.

Marion has over 34 years industry experience and in her current role as Head of Mortgages, she is responsible for ensuring the assets in the various mortgage funds are prudently managed by the team and meet the appropriate benchmarks.

Marion joined Perpetual in 1989 to manage Perpetual’s fixed interest funds, including the mortgage fund, bond fund and cash management fund. Prior to joining Perpetual, she held positions at QBE Insurance and NSW Building Society.

Marion is Chair of the Credit Committee, a member of the Monthly Mortgage Risk Review Group and a member of the Business Management Team.

Andrew has over 20 years industry experience and in his current role as Portfolio Manager, he is responsible for origination and portfolio management of a selection of our wholesale and institutional pooled mortgage funds as well as an institutional mandate.

Andrew joined Perpetual in 1994 as a Mortgage Manager responsible for New South Wales, Queensland and Western Australia. Prior to joining Perpetual, he held positions at Beneficial Banking Corporation, Chase AMP Bank and Westpac.

Andrew has a Graduate Business Qualification from Curtin University and is a member of the Credit Committee and a member of the Monthly Mortgage Risk Review Group.

Melvin has over 15 years industry experience and in his current role as a Portfolio Manager, he is responsible for origination and portfolio management of a selection of our wholesale and institutional pooled mortgage funds as well as an institutional mandate.

Melvin joined Perpetual in 2002 as a Mortgage Manager responsible for New South Wales, Victoria and Queensland. Prior to joining Perpetual, he held various positions at ING Funds Management.

Melvin has a Bachelor of Arts, a Bachelor of Economics, a Masters in Property Development and is a member of the Credit Committee and a member of the Monthly Mortgage Risk Review Group.