For personal use only - ASX · Lead Portfolio Manager Nick Healy BEng (Hons) MBA Senior Equity...
43
• • • • • • • For personal use only
Transcript of For personal use only - ASX · Lead Portfolio Manager Nick Healy BEng (Hons) MBA Senior Equity...
•
•
•
•
•
•
•
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
Investment & management team
John AyoubLLB BA GradCertAppFin
Portfolio Manager
Matthew HauptBCom GradDipAppFin CFA
Lead Portfolio Manager
Adrian SiewBSc (Hons I)
Lead Portfolio Manager
Oscar Oberg LLB BBus CFA
Lead Portfolio Manager
James McNamaraBJourn MComn GradDipFin
Head of Corporate Affairs
Jesse HamiltonBCom CA
Chief Financial Officer
Cooper RogersBCom GradDipAppFin
Dealer
Kate ThorleyBCom CA GAICD
Chief Executive Officer
Geoff Wilson AOBSc GMQ FFINSIA FAICD
Chairman & Chief InvestmentOfficer
Catriona BurnsBCom MAppFin FFINSIA CFA
Lead Portfolio Manager
Nick HealyBEng (Hons) MBA
Senior Equity Analyst
Sam KochBBus CFA
Equity Analyst
Tobias YaoBCom CFA
Portfolio Manager
Tyler McKayBBus
Assistant Dealer
For
per
sona
l use
onl
y
We (the investment manager) will match tax-deductible gifts to the Foundation for Rural & Regional Renewal.
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
Weakening USD
•
Sector opportunities?
•
•
•
Money supply
•
•
Interest rates
•
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
Superiority of the listed investment company structure
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
Join more than 50,000 weekly readers
For
per
sona
l use
onl
y
For
per
sona
l use
onl
y
