Perpetual’s Australian equities investment team

Years of experience: 21
Years at Perpetual: 15

John has been with Perpetual since 1994 and Head of Australian Equities since 2002. He has portfolio management responsibilities for the Perpetual Concentrated Equity Fund and the Perpetual Ethical SRI Fund.

John has more than 20 years’ industry experience, which includes roles as an analyst/business columnist with John Fairfax Group and positions at Potter Warburg Securities and D&D Tolhurst. John provides invaluable leadership and mentoring to the team.

BEc, FFIA
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 broad broker on the Australian options market and a cash/bills dealer at Lumley Corporation.

BCom, FIA
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).

BSc, MSc, Grad Dip App Fin
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.

BA (Hons), AIIMR
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 he was the global telecommunications analyst at Platinum Asset Management.

BEng Mining (Hons), MBA
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.

BCom, FIA
Years of experience: 20
Years at Perpetual: 1 

Simon manages the Perpetual Ethical SRI Fund.

Simon has 20 years’ industry experience, which includes working with Bain/Deutsche in the equity derivative markets as well as senior positions with leading investment banks in Australia and abroad. Simon has also worked with HSBC and ABN AMRO, establishing a financial services business contracting with HSBC, and providing specialised research and broking services to the institutional investment market.

BBus
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. 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.

BEc
Years of experience: 11
Years at Perpetual: 8

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

Jack joined Perpetual Investments in 2001, before which he worked as an equities dealer and investment administrator. Prior to joining Perpetual he worked for three years in London at Salomon Smith Barney and Goldman Sachs Asset Management.

BEc
Years of experience: 13
Years at Perpetual: 2

Vince 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.

BCom, LLB
Years of experience: 5
Years at Perpetual: 1

Garry 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.

BEng Mining (Hons)
Years of experience: 17
Years at Perpetual: 1

Andrew joined Perpetual in October 2008 as a resources analyst and is responsible for researching and recommending stocks in the domestic and international resources sector.

Andrew has 17 years of extensive experience both locally and globally in the resources industry. This includes operational, management and commercial roles within the mining sector working for mining contractors and companies such as Lionore International, The Normandy Group and Orica Mining Services across Australia, China, the Philippines and India.

Andrew is currently completing his Master of Business Administration.

BSc Geology (Hons), MSc Petroleum Geology
Years of experience: 8
Years at Perpetual: 1

Andrew researches stocks in the domestic and international energy sector, with primary focus on the Perpetual Global Resources Fund.

Andrew’s eight years industry experience includes roles with Macquarie Securities and JP Morgan. He has worked in the oil and gas sector in Europe in operational and consulting roles, most recently with the global energy consultancy house Wood Mackenzie, focused on Latin America and West Africa.

(B.Bus (Banking & Finance)

Jason has been Head Equities Dealer since December 2002 and is responsible for carrying out the dealing instructions of the Portfolio Managers and ensures portfolios are compliant within the investment strategies.

Jason joined Perpetual Investments in August 2000 and prior to his current role worked as an Equities dealer.  Jason has over 10 years industry experience and prior to joining Perpetual worked at UBS Warburg.

(B.Ec, CFA)

Anthony has been with Perpetual since 1996 (Perpetual Investments since 1998) and has worked as an analyst in Perpetual's Australian shares 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 taking on portfolio manager and analyst responsibilities 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

 

(BEng Elec, BSc Computing, CFA)
Years of experience: 11
Years at Perpetual: 4

Ganesh 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.

(B.Math, SIA)

Helen has been a Quantitative Analyst since November 2002.  She is responsible for the implementation of trades for the Quantitative portfolios as well as the daily monitoring; risk analysis of all PI domestic & international portfolios, quantitative research and development with regard to equities market including portfolio construction research, risk management, review of external quantitative research/models as well as the undertaking of original research and the building of models.

Helen joined Perpetual Investments in July 2000 and prior to her current role worked as a Senior Business Analyst.  Helen has over 20 years industry experience and prior to joining Perpetual held various positions at National Mutual Life, Commonwealth Bank Financial Services and Zurich.

(B.Sc (Hons) Theoretical Physics (1st class) ASFA Dip.)

Eric has been a Quantitative Analyst since August 2005 and is responsible for systems programming, data management, model testing and quantitative research.

Eric has 15 years industry experience and joined Perpetual Investments in May 1997 and prior to his current role he worked as a Business Analyst (1997-2000) and since 2002 as a Project Manager.  Prior to his positions at Perpetual, he worked at Charles Schwab Australia as a Project Manager and held Business Analyst roles at IBM Global Services, Lend Lease and Westpac.

(B.Math & Fin, SIA)

Yen has been a Quantitative Analyst since November 2005.  She is responsible for performance attribution analysis, quantitative research and data management.

Yen joined Perpetual Investments in September 2000 and prior to her current role held various roles within the Research team and Retail Sales team.  Yen has over eight years industry experience, and prior to joining Perpetual held positions at Colonial Group Risk and Commonwealth Bank.

(B.IT)

Miraj has been a Quantitative Analyst since June 2006 and is responsible for managing, maintaining and developing the Quant research database.

Miraj joined Perpetual Investments in April 2004 as part of the Graduate Program and prior to his current role worked as an Analyst/Programmer.  Miraj has over two years industry experience, and prior to joining Perpetual worked at Westpac Banking Corporation.

(Certified Accountant, M.Sc in Investment and Treasury)

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.

(M.Ec. BA First Class Honours in Politics and Economics)

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 M.A. in Economics.

(Certified Accountant)

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.

(B.Comm, M.Sc in Investment and Treasury)

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.

(B.Comm, M.Sc in Investment and Treasury)

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.

(B.Comm, CFA)

Oliver McClure is an Equity Manager at PI Investment Management. He was previously an Equity Research Analyst with KBC Asset Management, where he has worked since 2001. In his career to date he has researched a number of industry groups, including Financials and Telecoms. He is a CFA Charterholder and holds a First Class Honors degree in Business and Accounting from the University of Edinburgh.

(CFA, B.A. in Mathematics )

John is an equity manager with PI Investment Management, a wholly owned subsidiary of Perpetual Limited of Australia. He was previously an investment analyst at IG International Management where he had worked since 2004.  From 1999-2004 he worked as a performance and risk analyst with Bank of Ireland Asset Management. He graduated BA in Mathematics from Trinity College Dublin, is a CFA charterholder and is Secretary of the Society of Investment Analysts in Ireland.

(B.Sc in Business Studies)

Robert is an equity manager with PI Investment Management, a wholly owned subsidiary of Perpetual Limited of Australia. He was previously a senior investment analyst with KBC Asset Management where he had worked since 2000 as a research analyst and portfolio manager. Prior to joining KBC he was an equity analyst with RCB, which managed €1.5bn on behalf of the Church of Ireland. He graduated B.Sc in Business Studies from Trinity College Dublin and is currently undertaking the CFA qualification.

(B.Ec)

Michael has been Head of Credit since joining Perpetual Investments 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 '2IC' to the Head of Macquarie Bank Credit.  Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.

(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 4 years as an Accountant/Auditor at Coopers & Lybrand (PwC).

(B.Comm (Acc & Fin), ICAA, SIA, AFMA)

Greg has been Portfolio Manager/Credit Analyst since joining Perpetual Investments in August 2004.  He is responsible for running the weekly credit process, researching non-structured issues (e.g. 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.

(B.Comm, F.FIA, M.AppFin)

Kirsten has over 11 years industry experience and has been a member of Perpetual’s Fixed Interest team since 1999 working as a Portfolio Manager and Assistant Portfolio Manager.  Kirsten’s responsibilities include structured credit analysis, portfolio construction and trading.

 

(Dip. Inst. Fin. Services)

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.

(GBQ – Curtin University)

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.

(BA, B.Ec, Assoc. Dip Comm, SIA)

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.

Michael is portfolio manager for Perpetual's Diversified Funds, which include the Balanced Fund, Conservative Growth Fund, Diversified Growth Fund and Split Growth Fund.

Michael joined Perpetual in October 2008. He has 12 years industry experience and prior to joining Perpetual worked for seven years at Watson Wyatt as an investment consultant, specialising in 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 Unversity of Queensland.

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