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 the company 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.
Many investors have looked to the Investment Clock, first published by London's Evening Standard in 1937, to determine the next move in asset pricing. A study of trade cycles over 150 years told the story of the relationship between interest rates, money, share prices and real estate. The current cycle however, has been a little different in that instead of following the path through numbers four to six where money gets tighter at the depth of a recession, central banks of the world united to take us straight through to seven. Read more