About Us

Prior to this, Dion spent a number of years in New York as a Fund Manager at Citadel Investment Group where he managed a long/short portfolio. Previously he worked as an Analyst and Fund Manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund. Before moving to the US, Dion worked at Boston Consulting Group where he undertook financial and quantitative analysis, project and client account management.

Dion has a Bachelor of Commerce and a Bachelor of Arts from Monash University and a Master of Business Administration from Columbia Business School, New York.

Katie has over 10 years’ experience in investment markets, including roles as an equities research analyst and individual managed account portfolio adviser. Before joining the firm, Katie worked at JM Financial Group on their individual managed account portfolios and at AR Capital where she was involved with investment strategy. Prior to this she was a member of the research department at Goldman Sachs (formerly JB Were). In her role as an equities analyst at Goldman Sachs, Katie had responsibility for stocks across a broad range of sectors including industrials, healthcare, small cap, alcohol and transport.

Katie’s experience also includes seven years with PricewaterhouseCoopers, where she worked as a senior manager focused on M&A work. Katie holds a Bachelor of Commerce from The University of Melbourne and has qualified as a Chartered Accountant.

Prior to his current role, Geoff was an Equities Research Analyst at Credit Suisse First Boston. Previously, he worked for the Victorian government in a variety of senior financial and operational roles. With extensive experience in government and academia, Geoff has had significant involvement with utility reforms in gas, electricity, water and transport. He played a significant role in the restructuring of Victorian energy utilities prior to their ultimate privatisation and was involved in developing and negotiating the accompanying regulatory arrangements.

Since 1996, Geoff has been involved in researching equities within the infrastructure and utilities sector at a time of its unprecedented growth arising from both asset trade sales and initial public offerings. Earlier in his career, Geoff was Visiting Research Fellow at The University of Melbourne, specialising in resources development, after having worked as an economist and econometrician in industry.

Geoff holds a Bachelor of Arts (Economics) (Honours) from Macquarie University.

Prior to this, Chris undertook internships at Queensland Treasury Corporation and the Bank of Queensland.

Chris holds a Bachelor of Business from Queensland University of Technology.

He has been with the firm since 2009 and before joining the Asset Management division Roscoe was a resources equities research analyst in the Investment Research division.

Roscoe has over eight years’ experience, and prior to joining the firm he worked at Rio Tinto in Group Controllers as a Financial Analyst. Prior to this, he was a Financial Analyst at Ernst & Young in their Risk Advisory Services business. Roscoe holds a Bachelor of Business from the Royal Melbourne Institute of Technology.

Prior to joining the firm, Michael undertook internships at Suncorp Metway and CowBank.

Michael holds a Bachelor of Commerce and a Bachelor of Agricultural Science (First Class Honours) from The University of Melbourne.

Prior to joining the firm, Marcus undertook an cadetship at BlueScope Steel. Marcus holds a Bachelor of Engineering (First Class Honours) and a Bachelor of Commerce from Monash University.

Mark joined the firm in January 2007, working in the Securities group as a quantitative developer.

Prior to this, Mark held a number of senior software engineering roles with firms such as UBS and NAB. Mark holds a Masters of Business Administration (MBA) from the Melbourne Business School, a Master of Technology from RMIT University and a Bachelor of Science (First Class Honours) from the Australian National University.

Previously, Ed worked as a Research Analyst at Adviser Edge Investment Research where he analysed managed investment scheme projects across a broad range of agricultural industries.

Ed holds a Bachelor of Commerce and a Bachelor of Agricultural Science (First Class Honours) from The University of Melbourne.

Prior to his current role, Mark focused on Global & European Equity strategies and also worked in the Risk Management and Analysis team.

Mark holds a Bachelor of Business degree (Hons), the UK Society of Investment Professionals - Investment Management Certificate, and is a Chartered Alternative Investment Analyst (CAIA) charter holder.

Before joining the Asset Management business, Subash worked in the Capital Markets and Treasury division of Goldman Sachs as part of a team with debt trading, risk management, funds management and capital management responsibilities. Before joining the organisation, Subash worked at National Australia Bank in foreign exchange trading and sales.

Subash gained an MBA from Melbourne Business School in 2006. He holds a Bachelor of Commerce (Honours) and a Bachelor of Arts from Monash University. Subash is accredited by the Australian Financial Markets Association (AFMA).

Angus joined the firm in 2005. Before his current role, Angus worked as an Analyst in the Adviser Service team.

Angus holds a Graduate Diploma of Applied Finance from the Financial Services Institute of Australasia and a Bachelor of Science (Physiotherapy). Angus is accredited by the Securities and Derivatives Industry Association (SDIA).

Sabriyah has been with the firm since February 2007. Prior to joining the investment team, Sabriyah was a Research Analyst in the Distribution team, managing research house and consultant relationships across our complete product range. Before joining the firm, Sabriyah worked at ANZ in their Derivative Operations team.

Sabriyah holds a Bachelor of Commerce/Bachelor of Arts with Honours in Finance from the University of Melbourne and is a Level II Candidate in the Chartered Financial Analyst (CFA) program.

Prior to her current role, Stephanie worked as an Analyst in the Business Planning and Research Relationship teams. She also completed an internship with the firm in December 2008.

Stephanie holds a Bachelor of Commerce from The University of Melbourne.

Roy has over 26 years’ investment experience both in asset management and trading. Prior to his current role, he worked within the firm’s security division as a price maker/trader in government and corporate bonds and from 1997 served as Head of the Fixed Income Desk where he specialised in broking and trading high yield products. Since 1995, Roy has specialised in credit products.

Prior to this, Roy worked for four years in the Investment Management Division of the State Insurance Office. In 1988 Roy moved to the Treasury Corporation of Victoria and specialised in liability management of debt products, both domestically and offshore.

He holds a Bachelor of Accounting from Swinburne University, Melbourne.