|Australian equity portfolios|
|Matt Williams Head of Equities/Senior Portfolio Manager, BEc|
Years of experience: 21
Matt is the Portfolio Manager for the Australian Share strategy, the Pure Value Share strategy and the Global Resources strategy. In the past he has managed the Smaller Companies strategy and 50% of the Industrial Share strategy.
|Paul Skamvougeras Portfolio Manager, BEc, CA|
Years of experience: 16
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.
|Jack Collopy Portfolio Manager / Analyst, BEc|
|Years of experience: 12
Years at Perpetual: 10
Jack is the Portfolio Manager of the Smaller Companies strategy and an Analyst covering small cap industrial companies across a range of sectors.
Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.
Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management.
Jack has a Bachelor of Economics from the University of Sydney.
|Nathan Parkin Portfolio Manager / Analyst, BEc, Grad Dip App Fin|
|Years of experience: 18
Years at Perpetual: 6 (in 2 separate periods)
Nathan is the Portfolio Manager for the Ethical SRI strategy and an Analyst covering mainly small cap industrial companies across a range of sectors.
Nathan rejoined Perpetual in October 2010 as an Analyst, having previously spent six years with Perpetual from 1997 to 2003 in relationship management and business development roles. In July 2011 he took on portfolio management responsibilities.
Nathan has 11 years experience outside of Perpetual, which most recently included a seven-year period with 452 Capital from 2003 to 2010. At 452 Capital he began as a Dealer, and after two years, moved into an Analyst role where he covered industrials, financials and small caps over the next five years. Nathan’s career in financial markets began in 1994 at the Australian Stock Exchange, where he was an Index Analyst.
Nathan has a Bachelor of Economics from Macquarie University, a Graduate Diploma of Applied Finance from FINSIA and is a Fellow of FINSIA.
|Vince Pezzullo Portfolio Manager / Senior Analyst, BCom|
|Years of experience: 17
Years at Perpetual: 4
Vince is the Portfolio Manager for 30% of the Industrial Share strategy and Senior 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 equities 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 Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.
|Sean Cunningham Portfolio Manager / Senior Analyst, BCom, FIA|
Years of experience: 21
|Maryanne Drewe Analyst, BBus|
Years of experience: 28 (9 years in investment industry and 19 years in corporate life)
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.
|Garry Laurence Analyst, BCom, LLB|
|Years of experience: 8
Years at Perpetual: 3
Garry is an Analyst, covering mainly large cap industrial companies, in particular consumer discretionary and financial stocks (outside the large four banks).
Garry joined Perpetual Investments in March 2008 as an Analyst and has covered a broad range of sectors.
Prior to joining Perpetual, Garry had three years with PM Capital as an Analyst covering the financial sector for global and Australian strategies and one year with Commonwealth Securities as an Analyst. While studying, Gary gained experience at Morgan Stanley and Meridian Equities as an Analyst. During this time he covered a broad range of sectors across large and small cap companies, including food and beverage, construction and resources.
Garry has a Bachelor of Commerce and Law from the University of New South Wales.
|Rosemary Tan Analyst, BCom (Hons), MCom|
Years of experience: 6
Rosemary joined Perpetual Investments as an Analyst, covering mainly small cap industrial companies, in particular tavel, media and minng contractors.
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).
|Anthony Aboud Analyst BEc, CFA|
|Years of experience: 13
Years at Perpetual: <1
Anthony joined Perpetual Investments in February 2012 to work with Paul Skamvougeras on the SHARE-PLUS Long-Short strategy and the Pure Equity Alpha strategy.
Anthony has 13 years experience outside of Perpetual, most recently at Ellerston Capital where for two years he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund. Prior to this role, he spent 3 years as an analyst working on a long/short strategy. Prior to joining Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years.
Anthony has a Bachelor of Economics from the University of Sydney and has earned the right to use the Chartered Financial Analyst designation.
|Alex Hurrell Analyst, BBus CFA|
|Years of experience: 5.5
Years at Perpetual: 5.5
Alex is as an Analyst, covering mainly small cap industrial companies across a range of sectors. He works closely with Jack Collopy, Portfolio Manager of the Smaller Companies strategy.
Alex joined Perpetual in March 2006, and before being appointed an analyst in September 2011, he held the role of Dealing Administrator in the Equities team for almost two years. Prior to joining the Equities team, he held a number of back and middle office roles.
Alex holds a Bachelor of Business (Majoring in Finance) from The University of Technology, Sydney and has earned the right to use the Chartered Financial Analyst designation.
|Joshua Hain, Analyst, LLB(Hons), BCom|
|Years of experience: 4
Years at Perpetual: 3
Joshua is an Analyst, covering mainly resource companies and small cap industrial companies. He moved from the role of Research Associate in the Investment Research and Institutional Business team which he had held for 18 months. Joshua's appointment into the Asset Management team came after successfully completing Perpetual's Investment Analyst Program, a selective internal program initiated to identify investment talent within the business.
|Andrew Corbett Analyst, BEng Mining (Hons), MBA|
Years of experience: 19 (3 years in investment industry and 16 years in resources industry)
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 Blakely Analyst, BSc Geology (Hons), MSc Petroleum Geology|
Years of experience: 19 (9 years in investment industry and 10 years in resources industry)
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.
|International Equities (As managed by Wellington Management Company LLP)|
|John (Jack) R. Ryan Equity Portfolio Manager, CFA, MBA|
Years of experience: 36
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 has also earned the right to use the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.
|Ian R. Link Equity Portfolio Manager/Analyst, CFA, MBA|
Years of experience: 22
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 has also earned the right to use the Chartered Financial Analyst designation.
|Darren Beesley Head of Diversified Strategies (B.Com, FIAA)|
|Years of experience: 10
Years at Perpetual: 1
Darren joined Perpetual in February 2012. His focus is on the research and development of investment strategy for Perpetual’s multi-asset class funds and Smart Beta strategies. He has portfolio management responsibility for two of Perpetual’s Smart Beta strategies and assists Michael Blayney in the day-to-day portfolio management of the multi-asset class funds.
Darren comes from Ankura Capital, where he was a portfolio manager for a domestic quantitative equity fund and also oversaw dealing and implementation. Prior to that, Darren worked at Towers Watson as an Investment Analyst specialising in investment strategy and asset allocation. Darren is a qualified actuary specialising in Investments (Fellow of the Institute of Actuaries Australia) and has a Bachelor of Commerce degree from UNSW .
|Glen Foster Portfolio Manager (B.Comm, MAppFin, FSIA)|
|Years of experience: 10
Years at Perpetual: 4
Glen is responsible for investment strategy and tactical asset allocation for Perpetual’s multi-asset class products and assists the Head of Diversified Strategies in the day-to-day running of the funds. He is also involved in the research and implementation of smart beta strategies and has portfolio management responsibility for the Economic Diversification Global Equity product. Prior to this role he was a Quantitative Analyst for Perpetual’s Quantitative Investments group involved in research and implementation of quantitative models, signal research, systems development, portfolio construction and optimisation for long only and long short equity products.
Previously, Glen has held quantitative analyst roles at AMP Capital Investors and Watson Wyatt Investment Consulting in the areas of investment strategy, tactical asset allocation, portfolio construction and risk analysis. Glen has a Bachelor of Commerce degree from University of Newcastle. He is also a Fellow of the Financial Services Institute of Australasia and holds a Master of Applied Finance.
|Cash and fixed income portfolios|
|Michael Korber Head of Credit, B.Ec|
|Michael has been Head of Credit since joining Perpetual in August 2004. He is responsible for the ongoing strategic review and development of process, reviewing the weekly credit process and reviewing the analysis of all new credit securities.
Michael has over 24 years industry experience and prior to joining Perpetual worked as the first Head of Credit at Macquarie Funds Management, spending six years developing its credit investment processes and building the business from inception to over $7 billion in funds under management. Prior to this, he spent seven years as Divisional Director in Corporate Banking and four years as second in charge to the Head of Macquarie Bank Credit. Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.
|Vivek Prabhu Senior Portfolio Manager, B.Bus (Acc & Fin), ICAA, SIA, MBA|
Vivek (B.Bus, FCA, F.Fin, MBA, AAICD) is a Senior Portfolio Manager - Strategy & Risk in the Fixed Income and Credit team, joining Perpetual in 2004. He has over 20 years of experience spanning accounting, finance, investments, governance and risk management. He has managed multi-billion dollar fixed income, credit and currency portfolios and his role involves credit analysis, trade execution and portfolio construction.
Previously, he spent nearly 8 years at Macquarie Bank in roles including Assistant Portfolio Manager (Credit, Global Fixed Interest and FX), Credit Analyst, Compliance Manager (Funds Management Group) and Operational Risk Analyst (Internal Audit). Prior to this, Vivek spent almost 4 years at Coopers & Lybrand (PwC) as an accountant / auditor.
He's aimed to give back to the communities, organisations and people with whom he's connected. Vivek joined the Board of The Deaf Society of NSW in 2011 and currently serves as Director and Treasurer. He joined Perpetual's Diversity Council in 2012, chaired by Perpetual's CEO. Since 2010, Vivek has regularly mentored university students, colleagues & finance industry professionals, leading the Fixed Income stream for Perpetual's Investment Analyst Program.
He was awarded the 2011 Financial Services Institute of Australasia (FINSIA) Hugh DT Williamson Performance Scholarship, an award recognising professional accomplishment, social responsibility and leadership. In 2011, he was also awarded a not for profit directors scholarship from the Australian Scholarship Foundation.
|Greg Stock Senior Portfolio Manager, B.Comm (Acc & Fin), ICAA, SIA, AFMA|
|Greg has been Portfolio Manager/Credit Analyst since joining Perpetual in August 2004. He is responsible for running the weekly credit process, researching non-structured issues (eg corporates, banks, infrastructure) and trades fixed rate securities.
Greg has over 14 years industry experience and prior to joining Perpetual worked at Macquarie Bank in financial operations, debt markets research and fixed income investment management. Prior to that he worked as an accountant at PriceWaterhouseCoopers.
|Marion Kraemer Head of Mortgages, Dip. Inst. Fin. Services|
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 Polley Portfolio Manager, GBQ – Curtin University|
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 Seeto Portfolio Manager, BA, B.Ec, Assoc. Dip Comm, SIA|
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.
|Theo Sofios Head of Multi Manager (B.Bus, MAppFin)|
|Years of experience: 12
Years at Perpetual: 10
Theo joined Perpetual in June 2003 and is Portfolio Manager for Perpetual’s Select, Charitable and Opportunity Funds. As Portfolio Manager, he is part of the team responsible for the Perpetual multi-manager investment process, including areas such as manager research and selection, portfolio construction and researching new opportunities across various asset classes.
Prior to joining Perpetual, Theo was a Portfolio Manager for Optimix Investment Management, ING’s multi-manager group. At Optimix he was responsible for Australian Equity manager research and selection, portfolio construction and tactical asset allocation. Theo holds a Bachelor of Business from the University of Technology Sydney and a Masters in Applied Finance from Macquarie University.
|Robert Graham-Smith Portfolio Manager / Senior Analyst (B.Com, CA)|
|Years of experience: 20
Years at Perpetual: <1
Robert joined Perpetual in December 2012 and is a Portfolio Manager / Senior Analyst in the Multi-manager team. Robert is the lead on our absolute return portfolios and is also involved in manager research and selection, portfolio construction and researching new opportunities across various asset classes.
Robert has 20 years experience in financial markets, and prior to joining Perpetual was Head of Alternative Investments and a Portfolio Manager for Select Asset Management, responsible for a range of alternative investment research and manager selection as well as managing a diversified portfolio of alternative investments. Prior to this Robert has worked at Deutsche Bank, ING Barings and KPMG including a range of alternative investment related roles. Robert is a Chartered Accountant and holds a Bachelor of Commerce from the University of Western Australia.
|Daniel Park Senior Analyst (B.Com, CFA)|
Years of experience: 11
Daniel Park joined Perpetual in September 2010 and is a Senior Analyst in the Multi-manager team. Daniel is the lead on our fixed income, credit and infrastructure portfolios and is also involved in manager research and selection, portfolio construction and researching new opportunities across various asset classes.
Prior to joining Perpetual Daniel spent 5 years first as a senior analyst then as the Investment Director for FuturePlus Financial Services where he was responsible for advising on manager selection, portfolio construction and asset allocation to the Energy Industry super fund. Prior roles include Senior Investment Analyst at Auscoal super and Maritime super and for several years as an analyst in the securitisation sector with Moodys and AMP. Daniel received a Bachelor of Commerce from the University of New South Wales in 2002. He is also a CFA Charterholder and member of the CFA society of Sydney. He is currently undertaking the last subject for a Master of Applied Finance degree with Macquarie University.
|Anjana Kottathra Analyst (B. MathFin (Hons), CFA)|
Years of experience: 8
Prior to joining Perpetual, Anjana was a manager within the Business Modelling practice of PricewaterhouseCooper’s (PwC). At PwC, Anjana was part of a team responsible for the development and review of valuation models for the purpose of mergers and acquisitions, capital raisings, and other corporate finance transactions. Anjana received a Bachelor of Mathematics and Finance (Honours) First Class from the University of Wollongong in 2004. She is also a CFA charterholder and member of the CFA society of Sydney.
Performance and reports
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