Leveraging deep domain experience around investment management spin outs / incubations and minority staking and finding ways to help these businesses start up and grow

Plato Income Maximiser is a listed investment company that has been established to provide its shareholders the opportunity to benefit from an investment in an actively managed, well-diversified portfolio of Australian listed equities that aims to:(i) generate annual income (including franking credits) in excess of the S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index (Tax Exempt) (Benchmark); and(ii) outperform (after fees) the Benchmark in total return terms including franking credits over each full investment cycle.For full details about Plato Income Maximiser, its investment objectives and Plato see http://www.plato.com.au/lic

Director of Antipodes Global Investment Company Limited (ASX:APL) – the first listed investment company (LIC) managed by Antipodes Partners Limited (Antipodes Partners)The Company’s Portfolio will be constructed in accordance to the Manager’s investment approach which aspires to grow wealth over the long-term by generating positive returns in excess of the Benchmark at below market levels of risk. The Manager seeks to purchase securities in what it considers to be great businesses that are not valued as such, and build a high conviction Portfolio with a capital preservation focus.

Director at Plato. Plato Investment Management (‘Plato’) is an investment management firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors.Plato was founded in Sydney, Australia, in 2006 and is majority owned and operated by its investment staff. Plato is supported by its minority equity partner, Pinnacle Investment Management Limited (‘Pinnacle’), a leading multi-affiliate investment management firmPlato is a stable, research led organisation focused on and aligned to client outcomes. The firm’s strategies today encompass global and Australian equities that are tailored to specific investor objectives of wealth accumulation, income generation and downside protection.

Antipodes Partners is a pragmatic valuemanager of global and Asian equitiesAntipodes literally means ‘diametrically opposed’ i.e. contrary. As stocks and markets cycle in and out of favour, we will maintain an independent perspective.