Fund Manager Bios
|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.
|Charlie Lanchester Deputy Head of Equities / Portfolio Manager BA (Hons), ASIP|
Years of experience: 18
Charlie joined Perpetual Investments in May 1999 as an Analyst covering a broad range of sectors, and assumed portfolio management responsibilities from 2002.
|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.
|Anthony Cay Portfolio Manager / Analyst, CFA|
Years of experience: 15
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.
|Tim Koroknay Analyst, BEc|
Years of experience: 14
Tim joined Perpetual in November 2007 as a Senior Analyst in the Research and Analytics team before becoming a Senior Manager in February 2009 responsible for all analytical and research deliverables across our suite of equity, fixed income and diversified products.
Prior to working at Perpetual Tim consulted within the region to a number of fund managers, including BT Investment Management. Prior that he worked in London at Nomura Asset Management as a performance analyst.
Tim has a Bachelor of Economics from Sydney University and is at the final stages of completing a Masters in Applied Finance at Macquarie University.
|Orion Jandera Senior Analyst, BAppSc (Land Econ)|
Years of experience: 18
Orion joined Perpetual Investments in January 2006 as an Analyst in the Direct Property team. In this role she was responsible for establishing and maintaining a range of models which helped analyse and forecast performance of assets and funds. In 2008, Orion joined the broader equities team as an analyst dedicated to property stocks.
|Michael Blayney Portfolio Manager|
Years of experience: 12
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.
|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 has been Portfolio Manager/Credit Analyst since joining Perpetual Investments in August 2004 and is responsible for credit analysis, portfolio construction and trading.
Vivek has over 15 years industry experience and prior to joining Perpetual worked for eight years at Macquarie Bank as an Analyst, Compliance Manager, Assistant Portfolio Manager (Fixed Interest & Currency) and Credit Analyst. Prior to that he spent four years as an accountant/auditor at Coopers & Lybrand (PwC).
|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.