Investment experience since: 1979

Founded Ausbil: 1997

Responsibilities: Portfolio construction and strategy, Equities team management

Paul has over 39 years of financial services experience with companies such as Westpac Banking Corporation’s Investment Management Division, Mercantile & General and Legal & General Asset Management. Paul’s career includes senior roles in management, investment and portfolio management in the funds management industry.

In 1997, Paul co-founded Ausbil where he holds the position of Executive Chairman, Chief Investment Officer & Head of Equities. Paul has been instrumental in building the funds under management at Ausbil to over $11 billion. Paul’s role includes 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.

Joined Ausbil: 2015

Responsibilities: Chief Executive Officer

Ross is responsible for Ausbil’s strategic positioning. Ross has over 30 years’ experience in the finance industry covering asset management, financial planning and stockbroking. Previously, Ross worked with Five Oceans Asset Management, an international funds management business he co-founded in 2005. Prior to this, Ross spent five years with Deutsche Bank in both Sydney and New York and held the positions of CEO of Deutsche Asset Management in Australia and Head of Deutsche Asset Management’s US Mutual Fund business. Ross also worked for Bankers Trust in both New York and Sydney across a variety of management roles.

Regulatory and legal experience since: 1995

Joined Ausbil: 2015

Responsibilities: Legal, compliance and regulatory

Jane has over 22 years of experience in the industry, with a background in law, financial services regulation, compliance and risk management. Jane has held positions at ABN AMRO Investment Banking as Director, Chief Operating Officer and Head of Compliance, Director at Citigroup and Head of Legal and Compliance at CIMB Bank.

Jane has been a Panel Member of ASIC’s Market Disciplinary Panel since 2013.

Joined Ausbil: 2004

Responsibilities: Head of Distribution

Mark is responsible for Ausbil’s retail and institutional business and has 25 years’ experience in funds management. Mark specialises in developing distribution strategies and brings extensive multi asset class expertise to the team. Prior to joining Ausbil, Mark held positions with Norwich Investment Management, County Investment Management and IOOF/Perennial (Perennial Investment Partners). Finally, Mark is a Director and a member of the Executive, Due Diligence and Marketing Committees.

Investment experience since: 1985

Joined Ausbil: 2001

Responsibilities: Portfolio construction and strategy

John has over 30 years 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, stock broking, 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 Senior Portfolio Manager. In 2001, John moved to Ausbil where he now 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.

Investment experience since: 1979

Founded Ausbil: 1997

Responsibilities: Portfolio construction and strategy, Equities team management

Paul has over 39 years of financial services experience with companies such as Westpac Banking Corporation’s Investment Management Division, Mercantile & General and Legal & General Asset Management. Paul’s career includes senior roles in management, investment and portfolio management in the funds management industry.

In 1997, Paul co-founded Ausbil where he holds the position of Executive Chairman, Chief Investment Officer and Head of Equities. Paul has been instrumental in building the funds under management at Ausbil to over $11 billion. Paul’s role includes 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.

Investment experience since: 1985

Joined Ausbil: 2001

Responsibilities: Portfolio construction and strategy

John has over 30 years 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, stock broking, 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 Senior Portfolio Manager. In 2001, John moved to Ausbil where he now 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.

Investment experience since: 1991

Joined Ausbil: 2015

Responsibilities: Portfolio construction and strategy

Gian has over 25 years of financial services experience with companies such as Deutsche Bank, Ellerston Capital, ING and AMP Capital. Gian’s career includes senior roles in management, investment management and portfolio management in the funds management industry. 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 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 is a member of Ausbil’s Portfolio Construction Committee.

Joined Ausbil: 2018

Responsibilities: Portfolio construction and strategy

Michael has over 34 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 (Major in Actuarial Studies) from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.

Joined Ausbil: 2007

Responsibilities: Head of Research, Sector and stock analysis

Nicholas has 23 years of financial markets 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. In 2012 Nicholas was appointed Head of Equities Research at Ausbil.

Joined Ausbil: 2014

Responsibilities: Macroeconomic research and the management of Ausbil Balanced Fund cash and fixed interest mandates.

Jim brings to Ausbil over 20 years investment experience, 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 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 investment strategies.

Joined Ausbil: 2006

Responsibilities: Sector and stock analysis

Shanelle has over 9 years of financial services experience with Ausbil. Prior to this, Shanelle has graduate training experience with Ernst & Young and has over 2 years of work experience in consulting with Accenture specialising in airlines and healthcare industries. Shanelle’s career includes equities research, quantitative analysis, IT consultancy and software development.

Shanelle is currently responsible for stock and sector analysis in Media, Telecommunication Services, Software & Services, Online Services and Leisure sectors. Shanelle has previously covered transportation and Infrastructure Trusts sectors. Shanelle is also a CFA Charterholder.

Joined Ausbil: 2011

Responsibilities: Sector and stock analysis

Zeljka was formerly an analyst at 452 Capital, where she was responsible for Banking, Telecommunications, Retail and Paper & Packaging sector research. Prior to 452, she worked for Allianz Dresdner Asset Management and Audant Investments, both as a Research Analyst. At Ausbil, Zeljka is responsible for research within the Financials, Diversified Consumer Services and Infrastructure Trust sectors and is also a CFA Charterholder.

Joined Ausbil: 2017

Responsibilities: Sector and stock analysis

Jan has over 30 years of financial markets experience working in Sydney, Bermuda and London including over 6 years as a senior equity analyst and over 7 years in senior management at a major Australian insurer.

Prior to joining Ausbil, Jan worked at CLSA Australia where he was responsible for sell-side equities analysis of insurance and diversified financial stocks, including the valuation of ASX-listed companies, modelling future cash-flow and value and also analysing stocks specific issues. Ultimately, making stock recommendations.

In addition, Jan also previously worked at Insurance Australia Group, where he held two senior positions, Group Executive – CEO Asset Management & Reinsurance and Head of Reinsurance & CEO IAG Re. As Group Executive – CEO Asset Management & Reinsurance, Jan was responsible for the asset management and re-insurance division operating in Sydney, Singapore and London.

Jan holds a Bachelor of Arts (Hons) from the University College of Wales (Swansea) and a Master of Science from the London School of Economics (Political Philosophy).

Joined Ausbil: 2017

Responsibilities: Sector and stock analysis

Prior to joining Ausbil, Andrew was a highly rated industrials analyst at Credit Suisse. Most recently, Andrew specialised in the building and construction sector, however also held positions as an equities analyst covering developers & contractors, paper & packaging, chemicals, mining services and steel. 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.

Joined Ausbil: October 2014

Responsibilities: Resources sector and stock analysis

Luke is responsible for stock and sector analysis in the resources sector. Luke brings to Ausbil over 15 years’ experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently as a highly rated Director, Senior Energy Analyst at the Commonwealth Bank Institutional Equities, he has 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.

Joined Ausbil: November 2017

Responsibilities: Mining, Commodities and associated industries.

James brings 18 years of investment experience, including 12 years of Resources and Commodities experience to the Ausbil team. James’ experience span 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 CLSA. James’ holds both mining and finance qualifications, including the CFA.

Joined Ausbil: 2016

Responsibilities: Portfolio analysis

Salman is responsible for analysing Ausbil’s large and mid-cap portfolios to assist with investment strategy, portfolio construction and trading.

Prior to joining Ausbil, Salman was a Portfolio Manager at Nikko Asset Management in Singapore and Australia where his responsibilities included trading of futures contracts and foreign exchange, and researching fund managers. Salman has also worked in research, risk management and quantitative analysis roles at National Australia Bank and Forsyth Barr in Australia and New Zealand.

Joined Ausbil: 2017

Responsibilities: Portfolio analysis

Stephen is responsible for analysing Ausbil's large and mid-cap portfolios to assist with investment strategy, portfolio construction and trading. Stephen joined Ausbil’s Middle Office in January 2017 and moved into the Quantitative Team in July 2017 where he was 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. Stephen is also currently enrolled in the CFA program.

Joined Ausbil: 2014

Responsibilities: Sector and stock analysis

Jordan joined Ausbil in 2014 as a recent Finance and Economics graduate. His first role was within the retail distribution team, which was followed by an internal move to the institutional business team at Ausbil. He is now responsible for stock and sector analysis of the Australian REITs. Jordan is also currently enrolled in the CFA program.

Joined Ausbil: 2015

Responsibilities: ESG Research

Måns was formerly Senior ESG Research Analyst at AMP Capital, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture. Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market and he has also published numerous, highly regarded insight papers on ESG issues. Måns is a member of the PRI Australia Network Advisory Committee.

Joined Ausbil: 2016

Responsibilities: ESG

Nick joined Ausbil's Middle Office in 2016 and has completed a Bachelor of Commerce majoring in Finance and Accounting. He has previously worked for the Australian Defence Force and has part time experience across the finance industry. Nick joined the ESG team as an analyst in 2017.

Joined Ausbil: 2017

Responsibilities: Portfolio construction, strategy and management

Mason has over 15 years of financial services experience with companies including Australian Ethical Investment, ING Investment Management, ABN AMRO and AMP Capital Investors.

Previously at Australian Ethical, Mason held positions including Portfolio Manager for the Australian Ethical Diversified Share Fund, Senior Equities Analyst for the Australian Ethical Australian Shares Fund (formerly known as the Australian Ethical Smaller Companies Trust) and Senior Equities Analysts for the Australian Ethical Emerging Companies Fund.

For the past 5 years, Mason has been focused on small and microcap companies.

Joined Ausbil: 2017

Responsibilities: Portfolio construction, strategy and management

Arden is a Portfolio Manager with over 7 years of financial services experience. Prior to joining Ausbil, Arden was a Portfolio Manager at Hunter Hall Investment Management, specialising in Australian Small Companies. Prior to this, Arden held the positions of Equities Analyst covering Australian Small Companies, and Equities Dealer responsible for Australia & Asia, at Hunter Hall. Arden holds a Bachelor of Applied Finance and Bachelor of Commerce - Accounting, and is a CFA Charterholder.

Joined Ausbil: 2000

Responsibilities: Quantitative stock analysis (through ranking model), Attribution and Performance Systems, Databases and Investment & Fund Operational Technical Support

Khay-Tuck Chow 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.

Investment experience: 2001

Joined Ausbil: 2017

Responsibilities: Portfolio construction and strategy

Simon has over 19 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 has a B.A (Hons) in Accounting and Finance, is a Global Chartered Management Accountant and is a CFA Charterholder.

Simon is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.

Investment experience: 2005

Joined Ausbil: 2017

Responsibilities: Portfolio construction and strategy

Tobias has over 14 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 has a MA (hons) in Social Anthropology from the University of Edinburgh.

Tobias is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.

Joined Ausbil: 2018

Responsibilities: Portfolio construction and strategy, stock analysis

Tim 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 joining AMP Capital, 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. Tim helped increase AUM at both companies significantly.

Earlier in his career he worked for 10 years as an equity analyst with Insight Investment and Rothschild Asset Management where he covered a broad range of sectors across Europe, including Tech during the dotcom bubble burst.

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.

Joined Ausbil: 2018

Responsibilities: Portfolio construction, Transportation analysis

Jonathan 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. Jon was responsible for portfolio management of the global listed infrastructure strategies and the analysis of infrastructure companies in the Asia Pacific and North America regions.

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 for over six years on the equity trading desk and later the asset management division 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).

Joined Ausbil: 2018

Responsibilities: Utilities analysis

Paul 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. Paul has consistently ranked highly with both Australian and global funds in his coverage of the ASX infrastructure and utility sectors.

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 holds a Bachelor of Economics with first class Honours from La Trobe University in Melbourne.

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.

Joined Ausbil: 2018

Responsibilities: Energy and Communications Infrastructure analysis

Natasha 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 (MLPs and corporations) 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.

In addition, prior to joining Macquarie in 2004 as a Fund Accountant she worked as a Tax Accountant at Foster Raffan in Sydney where she commenced while completing her undergraduate studies.

Natasha is a Chartered Accountant and holds a Bachelor of Commerce from the University of Sydney.

Joined Ausbil: 2017

Responsibilities: Senior Manager, Institutional Business

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Responsibilities: Senior Manager, Institutional Business

Christine is responsible for institutional account management, institutional business development, preparation for asset consultant reviews and researcher reviews.Christine holds a Bachelor of Science degree with a major in Finance from Bentley University in Massachusetts. Prior to joining Ausbil, Christine has over 15 years of financial market experience in Australian equities. She was an Institutional Equity Sales Advisor at Commonwealth Bank, following positions at Deutsche Bank and Macquarie Bank.

Joined Ausbil: 2007

Responsibilities: Key Account Management, Business development, Retail

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In his role as National Manager, Key Accounts, Hik services national dealer groups, as well as financial planners from across the country and in particular his home state of Queensland. Hik has been involved in the financial services industry for almost 20 years. Prior to joining Ausbil, Hik began his working life as an equities dealer / market maker in London at various institutional stockbrokers. Over the course of a decade he worked at Salomon Brothers, CA Investment Bank, Schroders Securities and Citigroup and specialised in European and African Emerging Markets. In between leaving London and joining Ausbil, Hik also spent several years teaching Economics and Mathematics at Brisbane Girls Grammar. The breadth of experience that Hik has gained over the course of his working life so far has led him to feel just as comfortable explaining financial concepts to mums and dads as to highly qualified financial professionals.

Joined Ausbil: 2014

Responsibilities: Key Account Management, Business development, Retail

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Lisa joined Ausbil in 2014 and is responsible for serving the financial planning community in Victoria and South Australia. Lisa comes to Ausbil with over 11 years of experience in the financial services industry and is based in Ausbil’s Melbourne office. Lisa’s previous roles include Key Account Manager and Business Development for the Southern Region at Hunter Hall Investment Management and holds a Bachelor of Business and also an Advanced Diploma in Financial Services.

Joined Ausbil: 2017

Responsibilities: Key Account Management, Business Development, Retail

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Jeremy Sherman joined Ausbil in 2017 as Investment Specialist. Between 2005 and 2017 Jeremy performed the roles of Regional Sales Manager and National Key Account Manager with Nikko Asset Management/Tyndall Investments based in Melbourne. As well as his considerable experience in the Melbourne market, Jeremy is familiar with long only equity, concentrated equity, equity income and fixed income strategies.

Joined Ausbil: 2015

Responsibilities: Key Account Management, Business development, Retail

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Fawaz joined Ausbil in 2015 and brings a wealth of managed fund research experience to the team. Fawaz is responsible for serving the financial planning community in New South Wales and Western Australia and is based in Ausbil’s Sydney office. Prior to joining Ausbil, Fawaz held positions at Challenger/Fidante developing a strong background in managing research relationships. Fawaz brings to the team in-depth experience and technical capabilities delivering an alignment with both adviser and research communities. Fawaz holds a Bachelor of Commerce and CIMA.

Joined Ausbil: 2018

Responsibilities: Key Account Management, Business development, Retail

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Daniel joined Ausbil in 2018 and is based in the Sydney office. He is responsible for serving the financial planning community in New South Wales & ACT. Prior to joining Ausbil, Daniel held a number of positions at BT Financial Group within the Adviser Distribution and Investment businesses where he developed a strong background in managing investment relationships. Daniel brings to the team a depth of knowledge and experience in investment markets and stakeholder management. Daniel’s academic qualifications include a Master of Business with Merit from Newcastle University and a Diploma of Financial Markets from FINSIA.