Portfolio Manager of the Magellan High Conviction Fund.- Delivered a 10.3% p.a net return to investors from Fund's July 2013 inception to November 2022, exceeding the Strategy's absolute return performance objective.- Lead and instituted changes to the Strategy's portfolio management team in July 2022.- Lead and insituted the Strategy's more flexible portfolio holdings and market capitalisation range in July 2022.- Lead and instituted the Strategy's improved disclosure policy in… Show more Portfolio Manager of the Magellan High Conviction Fund.- Delivered a 10.3% p.a net return to investors from Fund's July 2013 inception to November 2022, exceeding the Strategy's absolute return performance objective.- Lead and instituted changes to the Strategy's portfolio management team in July 2022.- Lead and insituted the Strategy's more flexible portfolio holdings and market capitalisation range in July 2022.- Lead and instituted the Strategy's improved disclosure policy in April 2021.- Lead and instituted the Strategy's improved currency hedging policy in November 2020.Portfolio Manager of the Magellan High Conviction Trust.- Lead the Trust's successful $862 million capital raise and ASX IPO in October 2019.Magellan's contributing Portfolio Manager to Sohn's Hearts & Minds Investments as a Core Fund Manager. Show less

Member of the 3-Person Portfolio Management Team for Magellan's Global Equity Strategy.- From inception in June 2007, Strategy Funds Under Management (FUM) peaked at over $85 billion.- Responsible for independent idea generation, fundamental diligence, scenario analysis, and portfolio considerations.- Aided and supported members of Magellan's Investment Team in progressing their company analysis to an investable decision.- Frequent and extensive travel and engagement with… Show more Member of the 3-Person Portfolio Management Team for Magellan's Global Equity Strategy.- From inception in June 2007, Strategy Funds Under Management (FUM) peaked at over $85 billion.- Responsible for independent idea generation, fundamental diligence, scenario analysis, and portfolio considerations.- Aided and supported members of Magellan's Investment Team in progressing their company analysis to an investable decision.- Frequent and extensive travel and engagement with Magellan's domestic retail and offshore institutional clients, including globally prominant sovereign wealth funds, family offices, foundations, endowments, government & corporate plans, and private banks. Member of the Magellan's Investment Committee.- Reviewed, debated and voted on each new company presented to the Investment Committee.Member of the Magellan's Macro Committee. Show less

Member of the Portfolio Management Team for Magellan's Global Equity Strategy and Assistant Portfolio Manager of the Magellan High Conviction Strategy.- Responsible for independent idea generation, fundamental diligence, scenario analysis, and portfolio considerations.- Aided and supported members of Magellan's Investment Team in progressing their company analysis to an investable decision.- Frequent and extensive travel and engagement with Magellan's domestic retail and offshore… Show more Member of the Portfolio Management Team for Magellan's Global Equity Strategy and Assistant Portfolio Manager of the Magellan High Conviction Strategy.- Responsible for independent idea generation, fundamental diligence, scenario analysis, and portfolio considerations.- Aided and supported members of Magellan's Investment Team in progressing their company analysis to an investable decision.- Frequent and extensive travel and engagement with Magellan's domestic retail and offshore institutional clients, including globally prominant sovereign wealth funds, family offices, foundations, endowments, government & corporate plans, and private banks. Member of the Magellan's Investment Committee.- Reviewed, debated and voted on each new company presented to the Investment Committee.Member of the Magellan's Macro Committee.Founded and Head of Magellan's Industrials Team.- Recruited three Analysts.- Established coverage of new industries and companies.- Provided new inevstable ideas to Magellan's Global Equity and Infrastructure Strategies.Senior Analyst on Magellan's Franchise Team.- Lead coverage for all global food & beverage companies, alcoholic beverage companies, and home improvement retailers.- Deep & extensive fundamental diligence of associated industries and companies.- Financial modelling, including DCF and TSR/IRR frameworks.- Regular interaction with company management and industry experts.- Idea communication to internal teams and external clients.Former Head of Dealing.- Managed trade execution across all Strategies, including pre- and post-trade administration, reporting and compliance. Show less

Sourcing, diligencing and executing property and business investments for a family office.