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David Lloyd

Co-Head of Emerging Companies, Portfolio Manager

B. Arts, B. Business

David Lloyd
David Lloyd

Bio

David is Co-Head of Emerging Companies and Portfolio Manager for the Ausbil Australian Emerging Leaders Fund.

Prior to his role as a portfolio manager, David was a senior equities research analyst with a strong track record of identifying alpha generating ideas, providing in-depth analysis and accurate earnings forecasts, and building and maintaining client relationships, domestically and internationally. Most recently, David was a Director and Equity Research Analyst–Real Estate & Infrastructure at Citi. David has been in the financial services industry since 2006.

Prior to working with Citi, David held roles as an Equity Research Analyst – Real Estate at Morgan Stanley, CBA Institutional Equities, Goldman Sachs JBWere, and as a Senior Analyst at Deloitte Corporate Finance.

David holds Bachelor of Arts and Bachelor of Business degrees.

Managed Funds

Ausbil Australian Emerging Leaders Fund Ausbil Australian Emerging Leaders Fund The Fund provides exposure to an actively managed portfolio, predominantly made up of listed mid and small capitalised Australian equities, which are primarily chosen from S&P/ASX 300 Index, but generally excludes securities from the S&P/ASX 50 Index.