In this video, Anthony Aboud and Anthony Cay, Portfolio Managers for the Perpetual Industrial Share Fund, discuss investment themes that include:
- Background on stocks held in the Perpetual Industrial Share Fund
- Key lessons learned in 2017
- Outlook for 2018
Years of experience: 19
Years at Perpetual: 6
Anthony is the Portfolio Manager - Industrial Shares (50%), SHARE-PLUS Long-Short and an Analyst.
Anthony has been with Perpetual for 6 years. Prior to joining Perpetual, he worked at Ellerston Capital for two years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund. Before that, 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.Loading...
Years of experience: 21
Years at Perpetual: 21
Anthony is the Portfolio Manager of the Income Share strategy and 50% of the Industrial Share strategy.
Anthony first joined Perpetual in December 1996 as a Trust Officer in the Perpetual Private division. From 1998 to 2003, he then worked as a Quantitative Analyst, running Perpetual’s indexed REIT funds. In 2003, Anthony transferred into the Equities team as an Analyst, where he covered small caps, REITs and retailers.
In 2006 Anthony was promoted to co-fund manager of Perpetual Investments' REIT (Property Securities and Property Income) funds. He became the sole portfolio manager for these funds from 2008 until their termination in May 2013. Anthony returned to covering multiple sectors in the Australian share market before taking on portfolio management responsibility for the Income Share strategy in August 2014 and co-portfolio management responsibility for the Industrial Share strategy in March 2015.
Anthony has a Bachelor of Economics from Macquarie University and is a CFA Charter holder.