Executive Chairman, Chief Investment Officer, Head of Equities
AAIBF Fellow, ASIA, FAICD, MNIA, GDipAppFin
Investment experience since: 1979
Founded Ausbil: 1997
Responsibilities: Portfolio construction and strategy, Equities team management
Paul co-founded Ausbil in 1997 as an Australian equities house, building Ausbil into one of Australia’s leading investment managers offering Australian and global equity funds. Paul holds the position of Executive Chairman of Ausbil, Chief Investment Officer and Head of Equities. He is responsible for portfolio construction and strategy, and management of the Equities team. Paul has been instrumental in building Ausbil into a multi-billion dollar investment manager. Paul’s role includes investment strategy, portfolio construction and input into the investment management of Ausbil’s funds. Paul is a member and Chairman of Ausbil’s Portfolio Construction Committee. He has been in investments since 1979, gaining experience with companies such as Westpac Banking Corporation’s Investment Management Division, Mercantile & General and Legal & General Asset Management. Paul’s career has included senior roles in management, investment and portfolio management in the funds management industry. Paul is an AAIBF Fellow, ASIA, FAICD, MNIA.
Chief Executive Officer
BEc, GAICD
Joined Ausbil: 2004
Responsibilities: Chief Executive Officer
Mark is the CEO of Ausbil Investment Management, where he is responsible for providing strategic leadership and overseeing all aspects of the company's operations, including sales and distribution, marketing, finance, information technology, operations, legal and compliance. With over 30 years of experience in funds management, Mark has extensive multi-asset class expertise. Prior to his current role, he headed distribution and institutional sales at Ausbil, and before that, headed the company's wholesale distribution business. He has also held positions with Norwich Investment Management, County Investment Management, and IOOF/Perennial (Perennial Investment Partners). Mark holds a Bachelor of Economics degree from Monash University and is a Graduate of the Australian Institute of Company Directors. In addition, he serves as an Independent Director of IGCC (Investor Group on Climate Change).
Director, Co-Head of Equities
BEc, SIA (Aff)
Investment experience since: 1985
Joined Ausbil: 2001
Responsibilities: Portfolio construction and strategy
John has been with Ausbil since 2001, and in the investment industry since 1985. At Ausbil, John holds the position of Co-Head of Equities. John’s role includes strategy and portfolio construction, as well as input into the investment management of the Fund. John is a member of Ausbil’s Portfolio Construction Committee. John has decades of financial services experience with companies such as McNall & Hordern (Sydney), Cazenove & Co (London), Royal Insurance Asset Management (London) and Legal & General Asset Management (Sydney). John’s career includes senior roles in management, stockbroking, investment management and portfolio management in the funds management industry. John’s initial grounding in equity analysis came through positions with stockbroking firms McNall & Hordern in Sydney and Cazenove & Co in London. Whilst in the United Kingdom, John became Portfolio Manager for Royal Insurance Asset Management with responsibility for Asia Pacific Funds. Back in Australia after five years in London, John joined Legal & General Asset Management as a Senior Portfolio Manager. John holds a Bachelor of Economics degree, and is an Affiliate of FINSIA.
Chief Risk Officer, Chief Financial Officer
BCom (UNSW), CA, F FIN, GAICD
Joined Ausbil: 2019
Responsibilities: Finance and Risk
Vicki is the Chief Financial Officer and Chief Risk Officer at Ausbil having joined in 2019. Vicki has significant financial and accounting experience including as Head of Group Finance Operations at Pendal Group, and prior to that as Head of Business Management and Financial Controller at Fidante/Challenger, and also with Macquarie, ABN AMRO and HLB Mann Judd. Vicki is a member of the Executive Committee and holds a Bachelor of Commerce (Accounting and Finance) degree from the University of New South Wales. Vicki is a member of the Institute for Chartered Accountants, a fellow of the Financial Services Institute of Australia, and is a graduate of the Australian Institute of Company Directors.
General Counsel and Chief Compliance Officer
B. Law, B.Science
Joined Ausbil: 2023
Responsibilities: Legal and Compliance
Kristy is the General Counsel and Chief Compliance Officer at Ausbil. Kristy has over 20 years experience in the legal profession and the financial services industry. Prior to joining Ausbil, she operated her own consulting firm providing legal, compliance and risk management services to the industry and in particular asset and wealth managers, was General Counsel and Company Secretary for Nikko Asset Management in Australia and was also with ANZ Wealth and Mirvac Group. Kristy also spent over 5 years with the Australian Securities and Investments Commission in enforcement litigation and compliance roles ending her service there as Manager of the Compliance Directorate for Financial Services responsible for ensuring compliance with Australian financial services law by large entities regulated by ASIC. Kristy holds an unrestricted practising certificate from the Law Society of New South Wales. She volunteers as a Co-Opted Member of the Board Governance Committee for Lifeline Australia.
Head of Product & Operations
BBus
Joined Ausbil: 2016
Responsibilities: Product development, product management and investment operations
Barnaby is responsible for product development & management, in addition to investment operations. He has over 23 years’ experience in investment/funds management. He has worked in a diverse range of investment and wealth management businesses, enabling them to achieve their strategic goals. Prior to joining Ausbil, Barnaby held various product positions with BT Financial Group, Fidante/Challenger and Perpetual Investments. He commenced his career at Bankers Trust Australia. Barnaby is a member of the Executive Committee. Barnaby holds a Bachelor of Business (Marketing) from the University of Newcastle.
Executive Chairman / Chief Investment Officer / Head of Equities
Director / Co-Head of Equities
Deputy Head of Equities, Australian Delta Adjusted
BArts (Major in Economics) (University of Sydney)
Investment experience since: 1991
Joined Ausbil: 2015
Gian is Deputy Head of Equities, Australian Delta Adjusted and, Portfolio Manager for the Ausbil 130/30 Focus Fund and Ausbil Long Short Focus Fund. Gian is a member of Ausbil’s Portfolio Construction Committee, joining Ausbil in 2015. Gian has been in investment and financial services since 1991, gaining experience with companies such as Deutsche Bank, Ellerston Capital, ING and AMP Capital. Before joining Ausbil, Gian was a Co-Head of the Australian Fundamental Equities team at AMP Capital. His primary roles were the management of a long/short equities portfolio, management of a concentrated equities portfolio and overall management of over $7 billion of funds under management. Prior to joining AMP Capital, Gian was Director of Investments and Senior Portfolio Manager at ING where he managed concentrated and long/short portfolios with funds under management exceeding $10 billion. Gian’s role includes strategy and portfolio construction, as well as research, analysis and investment management. Gian holds a Bachelor of Arts (Economics) from the University of Sydney.
Deputy Head of Equities, Australian Long Only
BBus, GradDipAppFin (Finsia), FINRA (U.S.)
Investment experience since: 1993
Joined Ausbil: 2007
Responsibilities: Portfolio management and strategy
Nicholas is a Deputy Head of Equities, Australian Long Only and is the Senior Portfolio Manager of the Ausbil Active Sustainable Equity strategy and is a member of the Portfolio Construction Committee, having joined Ausbil in 2007. Nicholas has worked in financial markets since 1991, gaining experience working in Sydney, London and New York, including over 16 years in equity analysis. Prior to joining Ausbil, Nicholas worked with Citigroup in Australia and then New York specialising in healthcare and pharmaceuticals equity analysis. Nicholas held earlier positions in structured finance with Bankers Trust in Sydney and equity risk analysis with Commerzbank in London. Nicholas holds a Bachelor of Business (Accounting) degree, a Graduate Diploma in Applied Finance (Finsia), and has completed FINRA Series 7, 63, 86 and 87.
Portfolio Manager, Equity Income
BEcon (Actuarial Studies), FIAA
Investment experience since: 1989
Joined Ausbil: 2018
Michael manages the Ausbil Active Dividend Income Fund. Michael has over 35 years of quantitative, actuarial and financial markets experience working in Sydney and Melbourne with companies such as AMP Capital, ING Investment Management, Mercantile Mutual and Colonial Mutual. Before joining Ausbil, Michael was Head of Australian Equities at AMP Capital. His primary roles at AMP Capital were the overall management of the $16b Australian equities team and the portfolio management of the sustainable equities and equity income strategies. Prior to joining AMP Capital, Michael was Director – Investment Process at ING Investment Management where he was the portfolio manager for the sustainable, imputation and tax effective Australian equity strategies as well as being a member of ING’s asset allocation committee. Michael’s role at Ausbil includes strategy, portfolio construction and investment management for the equity income strategy. Michael holds a Bachelor of Economics (Actuarial Studies) from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.
Chief Economist, Associate Director – Debt and Diversifieds
BLaw and Econ (Hons)
Investment experience since: 1992
Joined Ausbil: 2014
Responsibilities: Macroeconomic research and the management of Ausbil Balanced Fund cash and fixed interest mandates.
As Ausbil’s Chief Economist, Jim is responsible for macroeconomic research and strategy. As Associate Director – Debt and Diversifieds, Jim manages the Ausbil Balanced Fund cash and fixed interest mandates. Jim has been with Ausbil since 2014, and has been involved in investment markets since 1986, with investment experience in managing multi-billion dollar active fixed interest portfolios for the likes of BT Investment Management, Rothschild Australia Asset Management and Commonwealth Bank Financial Services Asset Management. As a highly experienced equity and fixed interest macro strategist and economist, over his career he has demonstrated a consistent skill in adding value to portfolios and translating macroeconomic themes into actionable investment strategies and portfolios. Jim holds Bachelor of Laws and Bachelor of Economics (Honours) degrees from the University of Sydney.
Co-Head of Emerging Companies and Portfolio Manager
BArts, BBus
Investment experience since: 2006
Joined Ausbil: 2020
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 has 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.
Head of Equities Research
BBus (Finance) Grad Dip (Computing)
Investment experience since: 2010
Joined Ausbil: 2021
Responsibilities: Head of Equities Research, Sector and stock analysis
Chris is Ausbil's Head of Equities Research and Co-Portfolio Manager of the Long Short Focus Fund and also covers software and services. Chris started his equity analysis career over 13 years ago at Credit Suisse then Morgan Stanley as a lead small cap analyst covering companies across a number of sectors. For the past five years, Chris led the Australian stock coverage in Hong Kong for JP Morgan Asset Management. He was also a regional analyst on the Pacific Technology fund and an ESG fund, as well as being a member of the JPM ESG proxy committee. Chris holds a Bachelor of Business majoring in Finance from the University of Technology Sydney and holds a Graduate Diploma in Computing from the University of Sydney.
Deputy Head of Equities Research
B. Bus. Com. CFA
Joined Ausbil: 2022
Responsibilities: Deputy Head of Equities Research
Stella is Deputy Head of Equities Research and an equity analyst covering Health care, Staples, Retail, Gaming and Industrials. Stella started her investment career at Perpetual in 2007, where she spent 16 years prior to joining Ausbil in 2022. In her tenure at Perpetual, Stella gained more than a decade of equity market experience with responsibilities ranging from equity analysis to portfolio management. Stella holds a Bachelor of Business and Commerce from UTS and is a CFA Charterholder.
Equities Analyst, Resources
Bsc
Investment experience since: 1998
Responsibilities: Sector and stock analysis
Luke is an Equities Analyst at Ausbil covering natural resources and the Co-Portfolio Manager of the Ausbil Global Resources Fund. Luke joined Ausbil in 2014, and has been in the industry since 1998, gaining experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently, Luke was a highly rated Director, Senior Energy Analyst at Commonwealth Bank Institutional Equities. He also worked as a Commercial Mining Analyst with IndiEnergy, an Oil and Gas Analyst with ABN Amro and a Corporate Finance Analyst with Woodside Petroleum. Luke holds a Bachelor of Science degree.
Research Analyst, Resources
BCom (Accounting, Finance, Bus.Law), GradDip App Fin, CFA, GradDip Mining Engineering
Investment experience since: 2001
Joined Ausbil: 2017
Responsibilities: Mining, Commodities and associated industries.
James is an Equities Analyst at Ausbil covering natural resources and the Co-Portfolio Manager of the Ausbil Global Resources Fund. James joined Ausbil in 2017, and has been in the industry since 2001, gaining experience in resources and commodities experience to the Ausbil team. James’ experience spans global resources. Most recently James was the mining specialist with Regal Funds Management, a leading Australian long/short fund. Prior to this, James was responsible for regional resources coverage for UBS in Singapore, and worked with CLSA. James holds Bachelor of Engineering (Mechanical Engineering) and Bachelor of Commerce degrees, a Graduate Diploma in Applied Finance (Finsia), a Graduate Certificate in Mining Engineering, and is a CFA Charterholder.
Equities Analyst
BCom/LLB (University of New South Wales), CFA
Investment experience since: 2017
Stephen is an Equities Analyst covering the Banking, Diversified Financials and Insurance sectors. Prior to this, Stephen analysed Ausbil's large and mid-cap portfolios to assist with investment strategy, portfolio construction and trading. Stephen has also previously been responsible for quantitative stock analysis for Ausbil (through the ranking model). Prior to joining Ausbil, Stephen worked within a leading commercial law firm. Stephen holds degrees in Commerce (Major in Accounting) and Law from the University of New South Wales and is a CFA Charterholder.
B. Bus
Investment experience since: 2021
Katerina is an Equities Analyst covering the Automotives, Agriculture, Capital Goods, Online Services and Media sectors. Katerina started her equity analysis career at Credit Suisse in 2021 as an equities research analyst in the small caps team. Prior to Credit Suisse, Katerina was a Senior Associate in Assurance at EY. Katerina is a Chartered Accountant and holds a Bachelor of Business (major in Finance and Accounting) from the University of Technology, Sydney.
Co-Portfolio Manager, SmallCap and MicroCap
BCom (Finance), CFA
Investment experience since: 2016
Tom is Co-Portfolio Manager, SmallCap and MicroCap and an equities analyst covering the Health Care, Construction Materials, Transportation & Travel and Software & Services sectors.Tom started his equity analysis career in 2016 at Credit Suisse as an equities research analyst before moving into the investment banking division as an analyst covering companies across a number of sectors. In 2019, Tom joined Tribeca working across Tribeca’s long/short, small-cap and micro-cap / pre-IPO strategies, principally covering Australian equities. Tom holds a Bachelor of Commerce majoring in Finance from the University of Sydney and is a CFA charterholder.
BCom (Finance), MBus (Finance with Distinction), CFA
Investment experience since: 2008
Joined Ausbil: 2016/2024
Salman is an Equities Analyst at Ausbil covering Beverages & Food products, Chemicals, Energy, Telecommunication, Professional Services, Infrastructure and Utilities. Salman was at Ausbil from 2016 to 2022, and returned in 2024. Prior to joining Ausbil, Salman was a Senior Analyst at Schonfeld Strategic Advisors covering Australian equities. Salman has also worked in research, portfolio management, trading, risk management and quantitative analysis roles at Nikko Asset Management, National Australia Bank and Forsyth Barr in Australia, New Zealand and Singapore. Salman holds a Bachelor of Commerce (Finance) and a Master of Business (Finance with Distinction) and is a CFA Charter holder.
Head of ESG, Co-Portfolio Manager Active Sustainable Equity
BSci (Major in Business Administration) (Gothenburg School of Economics), Master of Finance (Gothenburg School of Economics), MBA International (Griffith University), Graduate Australian Institute of Company Directors (AICD).
Investment experience since: 2003
Responsibilities: ESG Research
Måns leads Ausbil’s ESG team and is also Co-Portfolio Manager of the Ausbil Active Sustainable Equity Fund. Måns also leads Ausbil’s integration of proprietary ESG scoring, research and ratings within Ausbil’s top-down bottom-up valuation approach. Måns has been with Ausbil since 2015. Prior to Ausbil, Måns held senior ESG positions at AMP Capital, and worked at Carnegie Investment Bank, Macquarie Bank and Accenture. Måns is well known for his advocacy, research and leadership on key ESG issues, including modern slavery, climate change, human rights, governance and stewardship, and many other ESG issues. In 2022, Måns was awarded an Order of Australia Medal (OAM) for contribution to the responsible investment industry. He has also received a letter of commendation from Anti-Slavery Australia in 2019. Måns also holds a number of leadership positions in the industry, including: Director of RIAA (Responsible Investment Association Australasia); Chair of RIAA’s Human Rights Working Group; and is on the steering committee of IAST-APAC (Investors Against Slavery and Trafficking – Asia Pacific). Måns holds Bachelor of Science (Major in Business Administration) and Master of Finance degrees from Gothenburg School of Economics, an MBA from Griffith University, and is graduate of the Australian Institute of Company Directors (AICD).
ESG Analyst
BBus (Finance)
Responsibilities: ESG
Janelle Morrison is an ESG Analyst in Ausbil’s ESG team which focuses on the integration of ESG in our investment decision process for all funds, and in the active engagement of listed companies in reporting and improving their ESG performance. Janelle has been with Ausbil since 2017 where she has gained experience across the business. Prior to joining Ausbil, Janelle was an Operations Analyst at MainstreamBPO, a Research Analyst (Intern) at the NSW Cancer Council, and held various roles at the University of Technology as a student. Janelle holds a Bachelor of Business (Finance) degree with distinction from the University of Technology in Sydney, and completed a global exchange program in Oxford, UK in 2015. Janelle has passed Level 1 of the CFA program.
Associate Analyst ESG
Investment experience since: 2018
Meri Vukasin is an Associate Analyst in Ausbil’s ESG team. The ESG Team focuses on the integration of ESG in our investment decision process for all investment strategies, and in the active advocacy and engagement of listed companies in reporting and improving their ESG performance. Prior to joining Ausbil, Meri was an Analyst in the Equity Capital Markets team at CommSec. Meri holds a Bachelor of Business (Finance) degree from the University of Technology, Sydney.
Co-Head Emerging Companies, Portfolio Manager, Small & MicroCap
CFA, BAppFin, BCom - (Major in Accounting) Macquarie University
Investment experience since: 2011
Responsibilities: Portfolio construction, strategy and management
Arden is Co-Head of Emerging Companies for Ausbil; this includes oversight of SmallCap, MicroCap and MidCap strategies and is a member of the Portfolio Construction Committee at Ausbil. Arden joined Ausbil to co-manage the MicroCap Fund in 2017 and has co-managed the SmallCap Fund since inception in 2020. Arden has significant experience in analysing and investing in small and microcap ASX listed companies in a diverse range of sectors as well as global equity dealing and foreign exchange for over a decade. Arden was previously a Portfolio Manager at Hunter Hall Investment Management specialising in Australian SmallCaps. Arden held earlier positions as Equities Analyst, and Dealer at Hunter Hall. Arden holds a Bachelor of Applied Finance with Bachelor of Commerce (Accounting) and is a CFA Charterholder.
Portfolio Manager, Small & MicroCap
BCom (Accounting, Finance)
Andrew is Co-Portfolio Manager of the Ausbil MicroCap and SmallCap Funds. Andrew joined Ausbil in 2017 and has been in financial services since 2006. Andrew began his working career as a corporate accountant before transitioning into an insolvency accountant, working on formal and informal financial restructuring, strategic workouts and insolvencies. Prior to joining Ausbil, Andrew was a highly rated industrials analyst at Credit Suisse. As an analyst, Andrew has specialised in the building and construction, developers and contractors, paper and packaging, chemicals, mining services and steel sectors. Andrew holds a Bachelor of Commerce (Accounting and Finance) degree.
Equity Analyst, Small & MicroCap
BEcon BArts Dist. University of New South Wales, MAppFin Macquarie University
Investment experience since: 2019
Responsibilities: Equity analysis, Small & Microcap
Beyhan is an Equities Analyst with over five years of financial services experience. Before joining the Ausbil Small and MicroCap team, Beyhan was working in the distribution team supporting the institutional and wholesale business. Prior to this, Beyhan worked for a financial planning firm preparing stock and managed fund research. Beyhan has a Bachelor of Economics and Arts, with Distinction from the University of New South Wales and a Master of Applied Finance with Macquarie University.
Associate Director, Quantitative
BEc (Major in Actuarial Studies and Statistics)
Joined Ausbil: 2000
Responsibilities: Quantitative stock analysis (through ranking model), Attribution and Performance Systems, Databases and Investment & Fund Operational Technical Support
Khay-Tuck is Associate Director, Quantitative, at Ausbil, and is responsible for quantitative stock analysis (through Ausbil’s proprietary ranking model), attribution and performance systems, databases, and investment and fund operational technical support. Khay-Tuck joined Ausbil in 2000, and has a strong background in quantitative analysis. Prior to joining Ausbil, Khay-Tuck was the quantitative analyst at van Eyk Research where he was responsible for all investment manager quantitative research and asset allocation research for master trust and corporate clients. Previous experience also encompassed development of performance and quantitative software databases and systems, marketing and client servicing. Khay-Tuck holds a Bachelor of Economics (Actuarial Studies and Statistics) degree.
Assistant Quantitative Analyst
BArts, BEcon & Art History (Washington University)
Investment experience since: 2012
Salvia is an Assistant Quantitative Analyst in Ausbil’s Quantitative Research Team which focuses on quantitative stock analysis (through Ausbil’s proprietary ranking model), attribution and performance analysis, databases and investment and fund operational technical support. Prior to joining Ausbil in 2021, Salvia served as a Portfolio Analyst of Portfolio Control Team at Challenger Limited, where she was responsible for portfolio analysis and daily control for Challenger Life and Fidante funds and mandates. Prior to Challenger, Salvia worked as an Assistant Investment Operation Analyst focusing on REITs management at Elanor Investors Group in Sydney, and an Assistant Investment Manager focusing on private equity and debts investment at Taiping Asset Management Co. Ltd., (the investment arm of China Taiping Insurance Group) in Shanghai. Salvia holds a Bachelor of Arts (Majors in Economics and Art History) from Washington University in St. Louis, USA.
Portfolio Manager, Global Resources B Sci.
Responsibilities: Sector and stock analysis, portfolio construction and strategy
Luke is the Co-Portfolio Manager of the Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. Luke joined Ausbil in 2014, and has been in the industry since 1998, gaining experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently, Luke was a highly rated Director, Senior Energy Analyst at Commonwealth Bank Institutional Equities. He also worked as a Commercial Mining Analyst with IndiEnergy, an Oil and Gas Analyst with ABN Amro and a Corporate Finance Analyst with Woodside Petroleum. Luke holds a Bachelor of Science degree.
Portfolio Manager, Global Resources B Com. (Accounting, Finance, Bus.Law), GradDip App Fin, CFA, GradDip Mining Engineering
James is the Co-Portfolio Manager of the Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. James joined Ausbil in 2017, and has been in the industry since 2001, gaining experience in resources and commodities experience to the Ausbil team. James’ experience spans global resources. Most recently James was the mining specialist with Regal Funds Management, a leading Australian long/short fund. Prior to this, James was responsible for regional resources coverage for UBS in Singapore, and worked with CLSA. James holds Bachelor of Engineering (Mechanical Engineering) and Bachelor of Commerce degrees, a Graduate Diploma in Applied Finance (Finsia), a Graduate Certificate in Mining Engineering, and is a CFA Charterholder.
Equity Analyst, Global Resources B Bus. Economics and Finance (University of Technology Sydney)
Eric is the Equities Analyst for the Global Resources Fund and is responsible for supporting the investment team with quantitative stock analysis, attribution and performance systems, databases, investment and fund operational technical support. Eric joined Ausbil in 2018, and prior to joining the Global Resources Team worked on the operational aspects of the Ausbil Australian Active Equities Fund and the Ausbil Australian Emerging Leaders Fund respectively. Eric holds a Bachelor of Business (Economics and Finance) degree from the University of Technology Sydney.
Portfolio Manager, Global SmallCaps
B Arts. (Hons) Finance and Accounting, CFA
Simon has over 20 years of investment experience. Prior to joining Ausbil, Simon spent four years at AMP Capital as an Investment Consultant in Sydney. Prior to this Simon spent 11 years at Barings, based in London and HK and was a Director within the Global Quantitative Research Team.
Simon is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management. Simon has a B.A (Hons) in Accounting and Finance, is a Global Chartered Management Accountant and is a CFA Charter holder.
Portfolio Manager, Global SmallCaps M Arts. (Hons) Social Anthropology
Investment experience since: 2005
Tobias has over 15 years of financial markets experience. Tobias was a fund manager on the global desk at Newton Investment Management managing over $20bn in global equity strategies. Tobias left Newton to be the 2IC in the global small & mid cap team at Barings helping manage the $3bn Baring Europe Select Trust and other global strategies. Tobias has also worked for CLSA as Head of Emerging Companies.
Tobias is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management. Tobias has a MA (Hons) in Social Anthropology from the University of Edinburgh.
Equity Analyst, Global SmallCaps B App Finance Economics (Macquarie University)
Responsibilities: Equity analysis, Global SmallCaps
Joseph is an Equity Analyst at Ausbil within the Global SmallCap team. Joseph commenced with Ausbil in 2017 as Client Services Support within the Institutional division and was promoted to Client Services Associate in 2018. In February 2019, Joseph moved into the middle office team in a support function responsible for trade, settlement and allocation support for portfolio management.
Joseph has been in the financial services and investment industry since August 2010, gaining experience in investor relations, as an analyst and in client services with leading financial services firms. Joseph has a Bachelor of Applied Finance and Economics from Macquarie University, and is a CFA Charterholder.
Head of Global Listed Infrastructure B Eng. (Civil and Structural Engineering)
Investment experience since: 1996
Responsibilities: Portfolio construction and strategy, stock analysis
Tim is Head of Global Listed Infrastructure and has over 20 years of financial markets experience working in Sydney and London with companies such as AMP Capital, AMP Capital Brookfield, RARE Infrastructure, Insight Investment and Rothschild Asset Management.
Prior joining Ausbil, Tim was Head of Global Listed Infrastructure at AMP Capital. His primary role at AMP Capital was the management of global listed infrastructure funds which grew from $200m to $2bn during his tenure. Tim also sat on various Investment and Valuation committees for the AMP Capital Unlisted Infrastructure Funds. Before this, Tim was a senior analyst at boutiques AMP Capital Brookfield and RARE Infrastructure where he was responsible for a broad range of Infrastructure companies globally. Earlier in his career he worked for 10 years as an equity analyst with Insight Investment and Rothschild Asset Management. Tim is a founding member of Ausbil’s global infrastructure team and his roles at Ausbil include strategy, portfolio construction and stock analysis for the global listed infrastructure team.
Tim holds a Bachelor of Engineering (Civil and Structural Engineering) from The University of Sheffield (United Kingdom) and studied Engineering Science at Oxford University.
Co-Head Global Listed Infrastructure B General Studies. (Major in Economics)
Investment experience since: 2002
Responsibilities: Portfolio construction, Transportation analysis
Jonathan is Co-Head Global Listed Infrastructure and has over 16 years of financial markets experience working in Sydney and New York for AMP Capital, AMP Capital Brookfield, RARE Infrastructure and Bear Stearns Asset Management.
Before joining Ausbil, Jonathan spent 10 years working alongside Tim Humphreys at RARE Infrastructure and AMP Capital as a Portfolio Manager/Analyst in the Global Listed Infrastructure team. Prior to joining AMP Capital, Jonathan was an analyst at AMP Capital Brookfield and RARE Infrastructure based in Sydney where he was responsible for analysing infrastructure companies in the Emerging Markets, Asia Pacific and North America regions. Jonathan started his career at Bear Stearns, where he worked as an investment analyst for the large-cap value team. Jonathan is a founding member of Ausbil’s global infrastructure team and his roles include strategy, portfolio construction and company analysis for global listed infrastructure securities in the transportation infrastructure sector.
Jonathan holds a Bachelor of General Studies (Major in Economics) from The University of Kansas (Kansas, USA).
Portfolio Manager, Utilities B Econ. Hon
Responsibilities: Utilities analysis
Paul joined Ausbil’s Global Infrastructure Team in 2018 and has over 20 years of experience in the utilities and infrastructure sector including over a decade as a highly respected sell-side analyst in Australia and prior to that direct infrastructure industry experience.
Prior to joining Ausbil, Paul was a Managing Director at RBC Capital Markets, Head of Australian Equities Research, with overall responsibility for Australian equities research team. He also had responsibility for research coverage of the utility and infrastructures sectors in Australia which he covered for 11 years including the last 6 years at RBC. Prior to moving into equities research, Paul worked for companies such as Vodafone and Powercor and also the Victorian Government where he obtained around a decade of experience as an economist specialising in the areas of policy development, industry structure and regulation in the infrastructure sector.
Paul is a founding member of Ausbil’s global infrastructure team, and his role includes company analysis for global listed infrastructure securities in the utilities sector. Paul holds a Bachelor of Economics with first class Honours from La Trobe University in Melbourne.
Portfolio Manager, Energy & Communications B Com. (Finance & Accounting), CA
Investment experience since: 2004
Responsibilities: Energy and Communications Infrastructure analysis
Natasha joined Ausbil’s listed Infrastructure Team in 2018 and has over 16 years of financial experience working in Sydney and New York including over 10 years as a buy-side infrastructure equity analyst at a major Global Investment Management firm.
Prior to joining Ausbil, Natasha held the position of Associate Director – Senior Equities Analyst for the Macquarie Global Listed Infrastructure Fund where she was based in both Sydney and New York. Since 2007 Natasha had sole responsibility for analysing, building financial valuation models and making stock recommendations for the North American energy infrastructure and US telecommunication tower sectors. Natasha has also researched other infrastructure companies including utilities in the United States, airports in Mexico, toll roads in Brazil and communications infrastructure companies in Europe. Prior to joining Macquarie in 2004 she worked as a Tax Accountant at Foster Raffan in Sydney.
Natasha is a Chartered Accountant and holds a Bachelor of Commerce from the University of Sydney.
Head of Global Institutional Distribution
B Com, GDipAppFin
Responsibilities: Institutional client and consultant management
+61 435 362 052
Adrian is the Head of Global Institutional Distribution, where he is responsible for overseeing the development and management of the institutional distribution across the globe. With over 20 years of experience in investment management, Adrian has deep experience working across North America, Asia Pacific and UK/Europe. Prior to joining Ausbil, Adrian held senior positions at Magellan Financial Group and AMP Capital Investors covering equities, hedge funds and private market strategies including infrastructure and real estate. Adrian holds a Bachelor of Commerce and Graduate Diploma of Applied Finance and has completed FINRA Series 7 and 63.
Senior Manager, Global Institutional Distribution
B Com, CIMA®
Responsibilities: Key account management, business development, Institutional
+61 401 830 483
In his role as Senior Manager, Global Institutional Distribution, Fawaz is responsible for overseeing the domestic and global distribution efforts. Fawaz joined Ausbil in 2015 bringing a wealth of experience in fund manager research and managing research relationships. Prior to joining Ausbil, Fawaz held positions at Challenger/Fidante as well as Lonsec, ING and MLC. Fawaz has worked in business development, research relationship and state distribution roles since joining Ausbil. Fawaz holds a Bachelor of Commerce and CIMA.
Senior Business Development Manager, NSW & ACT, Wholesale Clients
B Com
Responsibilities: Key account management, business development, wholesale
0431 576 815
Dimitri joined Ausbil in May 2022 and is part of the team responsible for managing the intermediated market in NSW & ACT. Dimitri has over 9 years’ experience working in the financial services industry. Prior to joining Ausbil, Dimitri worked at Zurich Investments, overseeing investment fund distribution across Global Equity, Australian Equity and AREIT asset classes along with managing the regional strategy alliances with advisers and dealer groups for NSW & ACT. Previously, Dimitri worked at Challenger as a Business Development Manager for NSW, developing a deep understanding of the retirement market and the importance of structuring investment portfolios to achieve required income objectives. Dimitri holds a Bachelor of Commerce, majoring in Finance from Bond University on the Gold Coast.
Business Development Manager, NSW, Wholesale Clients
AdvDip FinPlan and GDip AppFin
0402 620 188
William works with Ausbil’s Distribution Team as part of the team responsible for managing the intermediated market in NSW. William has over 15 years of experience working in financial services. Before joining Ausbil, William was a business development manager at Australian Unity and Challenger Limited, responsible for building and maintaining key relationships with clients and stakeholders. Prior to transitioning to distribution, William worked as a private wealth adviser at Macquarie Group, providing personalised financial advice and wealth management services to high-net-worth individuals. This breadth of experience has equipped William with a sound understanding of the financial advice industry, and prepared him to explain complex concepts and make them more accessible to financial advisers and their clients. William holds an Advanced Diploma in Financial Planning and a Graduate Diploma in Applied Finance.
Business Development Manager, QLD & NT, Wholesale Clients
BBus (Marketing) / BArts (Psychology)
Responsibilities: Business development, wholesale
0411 465 426
Andrea joined Ausbil in November 2020 and is part of the team responsible for looking after the intermediated market in QLD and NT. Andrea has over 21 years’ experience working in the financial services industry, having previously held marketing and distribution roles with various fund managers including Magellan, Perpetual, Fidelity and Perennial. Andrea also co-owned and was Practice Manager of a boutique financial advisory practice for over a decade, providing her with a unique understanding of the financial advice industry, business ownership and the drivers of investor behaviour. Andrea holds a Bachelor of Business, majoring in marketing and a Bachelor of Arts (Psychology) from the University of Queensland.
Business Development Manager, VIC & WA, Wholesale Clients
B Com, DipFinPlan
0431 340 553
Marko joined Ausbil in May 2022 and is part of the team responsible for managing relationships and implementing regional development strategies for VIC,TAS & WA. Marko has over 9 years’ experience in the financial services industry. Prior to joining Ausbil, Marko worked at Zurich Investment Management overseeing intermediated relationships across VIC & TAS. Previously Marko worked for Finex Stockbroking as a Business Development Manager providing a suite of solutions to financial planning practices. Marko has completed a Bachelor of Commerce majoring in Finance from Swinburne University of Technology and holds a Diploma of Financial Planning through the Investment Banking Institute.
Business Development Manager, VIC & TAS, Wholesale Clients
0401 430 426
Michael joined Ausbil in 2023 and is part of the team responsible for managing the intermediated market in VIC & TAS. Michael has over 16 years’ experience working in financial services across a range of roles. Prior to joining Ausbil, Michael worked as a Business Development Manager for a large ASX listed company managing a panel of Adviser Practices through a period of significant organisational change. Before moving to distribution, Michael worked as a Senior Financial Advisor managing a practice. This has helped Michael understand the financial planning industry well and be able to talk to different people in the industry. Michael holds a Bachelor of Commerce from Deakin University in Victoria, graduating with a Tripple Major across Finance, Management and Financial Planning.
Business Development Associate, SA, Wholesale Clients
B Bus
Responsibilities: Business development support, wholesale
0411 899 901
William joined Ausbil in April 2021 and is part of the team responsible for managing the intermediated market in SA. William has been working in the financial services industry since 2017. Prior to joining Ausbil, William worked at Schroders in London, as part of the Intermediary Client Service Team servicing their Intermediary segregated client base and supporting the business development process. Previously, William worked at Ord Minnett as an Advisors Assistant in NSW, supporting a group of financial advisers, and developing a deep understanding of the financial advice market. William holds a Bachelor of Business with Credit, majoring in Finance and Economics from the University of Technology, Sydney.
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