Asset management team

Years of experience: 21
Years at Perpetual: 15

John has been at Perpetual since 1994 and Head of Australian Equities since 2002. In 2010 he became Head of Equities. He continues to oversee all of Perpetual’s Australian Equity Funds as well as our Global Equity Fund.

He has portfolio management responsibilities for Perpetual’s Concentrated Equity Fund, and Perpetual’s Pure Value Share Fund. John provides invaluable leadership and mentoring to the asset management team.

His 22 years industry experience includes being an analyst/business columnist with John Fairfax Group, along with positions at Potter Warburg Securities and D&D Tolhurst.

Years of experience: 18
Years at Perpetual: 16

Matt has been Portfolio Manager since 1998 and currently manages 70% of the Perpetual Industrial Share Fund and 50% of the Perpetual Australian Share Fund.

Matt has 18 years’ industry experience, which includes prior roles as an equities analyst/deputy portfolio manager and equities dealer at Perpetual. Prior to joining Perpetual he was a board broker on the Australian options market and a cash/bills dealer at Lumley Corporation.

Years of experience: 19
Years at Perpetual: 14

Sean has been portfolio manager/equities analyst since 1999. He is currently the lead portfolio manager for the Smaller Companies Fund and is responsible for the industrials portfolio of this Fund. Sean’s 19 years’ industry experience includes positions at Equitilink Australia, Morgan Grenfell Australia, Butterfield Securities and Citibank Global Asset Management (overseas).

Years of experience: 7
Years at Perpetual: 3

John manages 50% of the Perpetual Australian Share Fund and has lead analyst responsibilities for a universe of Australian listed companies.

John has experience in stock broking and corporate management, and worked as Smaller Companies Analyst at Austock Brokers and Lodge Partners. His corporate experience spans operations and business roles with Toll Holdings, ICI and Pacific Dunlop.

Years of experience: 16
Years at Perpetual: 10

Charlie manages 30% of the Perpetual Industrial Share Fund, and researches and recommends stocks covering a number of sectors.

Charlie has 16 years of industry experience. After studying modern history at New College, Oxford, he began his career as a graduate trainee at Schroder Investment Management in London. After five years as a UK equity investment analyst at Schroders, he moved to Australia. Prior to joining Perpetual in 1999 he was the global telecommunications analyst at Platinum Asset Management.

Years of experience: 17
Years at Perpetual: 6

James manages the Perpetual Global Resources Fund and the resource component of the Perpetual Smaller Companies Fund. James researches stocks in the materials, energy and resources sectors.

With over 17 years’ industry experience, James held roles at WMC Resources, New Hampton Goldfields and National Mine Management prior to joining Perpetual six years ago.

Years of experience: 25
Years at Perpetual: 6

Maryanne researches stocks in the industrials, health care, consumer staples, consumer discretionary and financials sectors.

Maryanne has over 25 years’ industry experience including six years at Perpetual. Her previous positions include Chief Executive Officer, Chief Financial Officer, widespread auditing, strategic review and general consulting at companies including Apparel Group, Daniel Chen Group, Young Barnsdall & Joyce and Energy Management P/L

Years of experience: 11
Years at Perpetual: 8

Jack joined Perpetual in 2001 and has been an equities analyst since September 2005. He researches stocks in the industrials and information technology sectors.

Prior to joining Perpetual, Jack worked as an equities dealer and investment administrator. He worked for three years in London at Salomon Smith Barney and Goldman Sachs Asset Management.

Years of experience: 13
Years at Perpetual: 2

Vince has more than 13 years’ industry experience and at Perpetual, researches large cap industrial stocks.

Prior to joining Perpetual, Vince worked as Senior Portfolio Manager/Analyst for Deutsche Asset Management’s large cap Australian equity team, where he was head of the top 100 equities team.
Vince’s industry experience also includes corporate finance and foreign currency for Monte Paschi Australia Limited.

Years of experience: 5
Years at Perpetual: 1

Garry has five years’ industry experience and at Perpetual, researches industrial stocks.

Prior to joining Perpetual, Garry worked as an investment analyst with PM Capital where he was responsible for covering the financial sector for both the global and Australian funds. Garry has also held roles with Commonwealth Securities, and Meridian Equities as an equities analyst focusing on food and beverage stocks, as well as conducting research in the construction and resource sectors.

Anthony has been with Perpetual since 1996 and has worked as an analyst in Perpetual's Australian Equities team for the last 8 years responsible for researching and recommending stocks in the Property Trusts, Health Care, Information Technology, Consumer Discretionary, Industrials and Financials sectors.

Prior to this he was a quantitative analyst and ran Perpetuals listed property portfolio while it was passively managed. Since 1999 the majority of his stock responsibilities have involved covering the listed property sector, with input from Perpetual's listed property team since the establishment of Perpetual James Fielding in October 2002.
Anthony has over 12 years industry experience and prior to joining the Pepetual Investment team, held a position at Perpetual Private Clients for 1.5 years

Des is joint Chief Investment Officer at PI Investment Management. He was previously a Deputy Chief Investment Officer with Bank of Ireland Asset Management, where he worked since 1994. Prior to joining BIAM, Des worked for Irish Life Assurance Co. as a fund manager, and as Head of Equity Dealing at a major stockbroking company in Ireland.

In his career to date he has managed US and European equity portfolios, as well as domestic and international bond portfolios. At BIAM he was a senior member of the investment strategy group and led the European research team. He is a Certified Accountant, holds a MSc in Investment and Treasury from Dublin City University and is a member of the UK Securities Institute.

John is joint Chief Investment Officer at PI Investment Management. He was previously a Deputy Chief Investment Officer with Bank of Ireland Asset Management (BIAM), where he worked since 1982. During his time at BIAM he was responsible for global equity portfolios and was a senior member of the investment strategy group. John was also responsible for leading BIAM's North American research team.

His previous experience includes Irish Life Assurance Co., where he managed both Irish and U.S. equity portfolios, and ICC Ltd-Focus where he worked as Lending Officer on small- to mid-sized companies. He graduated from University College Dublin with a BA First Class Honors in Politics & Economics, was awarded a scholarship and subsequently graduated with an MA in Economics.

Richard is an Equity Manager at PI Investment Management. He previously worked for 19 years with Bank of Ireland Asset Management, where he was made a Director in 1996, and was a member of the investment strategy group. At BIAM he was initially responsible for global fixed income portfolios and foreign currency management, later becoming a senior member of the Pan-European equity team, with a particular focus on UK equities.

Richard began his career in the Central Bank of Ireland, where he was responsible for the management of foreign exchange reserves. He is a Fellow of the Chartered Association of Certified Accountants, a Member of the Institute of Bankers in Ireland and a Member of the UK Securities Institute.

John is an Equity Manager at PI Investment Management. He was previously a Senior Equity Manager and an Associate Director with Bank of Ireland Asset Management, where he worked since 1994. He was also a member of the investment strategy group at BIAM.

He began his career at Irish Life Assurance Co., where he worked both in equity research and as a fund manager. In his career to date he has managed US, European and Irish equity portfolios. He graduated from University College Cork with a degree in Business and holds a MSc in Investment and Treasury from Dublin City University. He is a member of the CFA Institute.

Sarah is an Equity Manager at PI Investment Management. She previously worked at Bank of Ireland Asset Management from 1996 and was appointed to BIAM's Asset Management team in 1999. On leaving BIAM in January 2005 she was a Senior Equity Manager with particular responsibility for the US equity content of global equity portfolios.

Sarah graduated in 1995 with a B.Comm (International with French) degree from University College Dublin and in 1996 with a Master of Business Studies majoring in banking and finance) degree also from UCD. Sarah is a member of the CFA Institute.

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 been Head of Mortgages since August 2004 and is responsible for ensuring that the assets in the various Mortgages Funds are prudently managed by the team and meet the appropriate benchmarks. Marion is also Chairman of the Credit Committee and a member of the Business Management Team.

Marion joined Perpetual Investments in October 1989 as Manager, Fixed Interest and was responsible for Perpetual’s Cash Management Fund, Mortgages Funds and Bond Fund. Marion has over 30 years industry experience and prior to joining Perpetual, held positions at QBE Insurance for over 8 years as a Management Trainee and then Manager, Money Market and five years at the NSW Building Society Branch as Assistant Manager.

Andrew has been Senior Mortgage Manager since February 2005 and is responsible for existing clients, renewals and collections for New South Wales, Queensland and Western Australia as well as managing a team of five. Andrew is also a member of the Credit Committee.

Andrew joined Perpetual Investments in November 1994 as Mortgage Manager (including 8 years in the Perth office). Andrew has over 19 years industry experience and prior to joining Perpetual, held positions at Beneficial Banking Corporation as Settlements and Securities Officer, Chase AMP Bank as Settlements and Securities Officer and Westpac as Customer Service Officer and Senior Trading Bank Examiner.

Melvin has been Senior Mortgage Manager since January 2005 and is responsible for origination in New South Wales and Queensland. Melvin is also a member of the Credit Committee and joined Perpetual Investments in October 2002 as Mortgage Manager

Melvin has over 11 years industry experience and prior to joining Perpetual, worked at ING Funds Management in various positions including, Mortgage Administrator, Acceptance Manager and Manager, Mortgage Trusts reporting to the Head of Funds Management/Product Management.

Years of experience: 11
Years at Perpetual: 4

Ganesh has been at Perpetual for four years and is responsible for the quantitative investments portfolio (QI Enhanced Australian Equities Fund, QI Wholesale Alpha Core Fund and Perpetual’s Quantitative Investments Long-Short Fund). He is also responsible for portfolio construction, quantitative research, infrastructure development and alternate product development.

Ganesh has over 11 years of experience in quantitative disciplines and prior to joining Perpetual held positions at Barra and Thomson Marconi.