I’m passionate about outperforming. My career and studies are a consistent journey of competitive learning and winning. Dream big, acquire skills, compete, win – it’s in my nature.I have achieved mastery in the philosophy of, mathematics of, and decision-making involving risk and uncertainty, for which my mathematics degree and professional actuarial qualification gave me a solid grounding. Professionally, my domain experience is in investment and trading businesses - understanding the drivers, developing models, linking the data, and operationalising it with mandates, documents, licensing, with management/governance oversight.Right now, Assetly is my second start-up business, whose ultimate customer vision is money, payments and investments all in the one place. We're getting started with investments, where our three key unique advantages are:- In September 2022, Assetly bought Australia’s 4th largest commercial SMSF software administration business. Our plan is to develop bundled SMSF products and programs, and cross-sell a range of investment products. Revenue will be driven by up-selling to the high return, high fee range where we will develop a track record and establish credibility.- Ask me about our global TAA hedge fund strategy, run firstly as a daily model portfolio for 14 months with a Sharpe of 2+, and now 9 months live trading with a Sharpe of 0.8.- My own history and credentials in portfolio management and investment product structuring.I learnt from some of the great global investors during my time at Funds SA before founding Investment Science. Our hedge fund returned +51.82% in its first year in 2008, the #1 fund out of 10,000+ funds in the entire Morningstar Australia database. Four years later it was #2 on the 5 year rankings, and was awarded the Multi-Strategy Fund of the Year in 2012 by our peers in the Australian Hedge Fund Awards.Also, our market-neutral multi-asset fund returned +6.68% in 2008, the #1 ranked fund-of-funds. I formulated our own "Moneyball" process into a guidebook and software, enabling financial planners to structure their portfolios using “Strategic Risk Allocation” to avoid losses and make the most of their skills. Over 5+ years as PM the SRA-9 fund-of-funds achieved an exceptional level of outperformance net of all fees versus managers’ benchmarks. (Higher than ALL of Australia’s MySuper funds, as reported in APRA’s 4 Heat Maps from 2019 to 2022.) These skills and software are being brought into Assetly. We want you to become a better investor.
Listed skills include Portfolio Management, Alternative Investments, Investments, Asset Allocation, and 11 others.
