Portfolio Manager
Current
Mar 2019 - Present
AeroLeads people directory · profile
Sam Morris Email & Phone Number
Portfolio Manager
at
Alpha Fund Managers
1 work email found
@lonsec.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
South Melbourne, Victoria, Australia
Company size
Who is Sam Morris? Overview
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Quick answer
Sam Morris is listed as Portfolio Manager at Alpha Fund Managers, a with 4 employees, based in South Melbourne, Victoria, Australia. AeroLeads shows a work email signal at lonsec.com.au and a matched LinkedIn profile for Sam Morris.
Sam Morris previously worked as Investment Analyst at Lonsec and Senior Investment Analyst at Lonsec. Sam Morris holds Graduate Diploma In Applied Finance And Investment from Finsia.
Company email context
Email format at Alpha Fund Managers
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{first}.{last}@lonsec.com.au
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AeroLeads found 1 current-domain work email signal for Sam Morris. Compare company email patterns before reaching out.
Profile bio
About Sam Morris
I am an experienced, dedicated and passionate investment professional, with very strong technical skills and the ability to understand a range of complex investment strategies across numerous sectors. My current role with Alpha Fund Managers is as Portfolio Manager. I am responsible for 8 managed funds across all major asset classes and a range of diversified portfolios.Prior to joining Alpha Fund Managers I worked for Lonsec Research for over a decade and as the firm's leading professional covering the Alternatives (hedge funds and private equity) and Global Listed Property sectors. Before Lonsec, I worked as a Property Economist/Consultant and in banking roles at UBS in London and at the National Australia Bank.
Listed skills include Equities, Investment Strategies, Investments, Asset Management, and 10 others.
Current workplace
Sam Morris's current company
Company context helps verify the profile and gives searchers a useful next step.
Alpha Fund Managers
6 roles
Sam Morris work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Nov 2007 - Mar 2019
Senior Investment Analyst
Lonsec
Lonsec Research is an Investment Research House focused on rating a broad range of investment products (managed funds, ETFs, LICs, SMAs and platforms), with the organisation's key clients being fund managers and financial advisors. My current position as a senior member of the investment team is multi-faceted, with the principal responsibility being to lead a sub-team of investment analysts researching the Alternatives and Global Property Securities sectors. The sectors include a heterogenous collection of hedge funds (including, managed futures; systematic risk premia; macro; fund of hedge funds; market neutral; currency; volatility; directional equity long/short; derivatives focused equity income; and unconstrained bond), as well as private equity and global property strategies. I am also currently one of Lonsec’s key senior analyst covering Australian and global equity strategies. I also have significant experience covering fixed interest, multi-asset strategies, ESG/sustainable funds, as well as direct property and infrastructure funds. My key career achievements at Lonsec include being promoted to Senior Investment Analyst in 2011 and being appointed as Lonsec’s lead investment analyst for the Alternatives (2015-present), Global Property Securities (2010-present), Australian Property Securities (2010-2015), Hybrid Property Securities (2007-2015) sectors.
Nov 2007 - Mar 2019
Senior Property Consultant
Pitney Bowes Mapinfo, Melbourne
Pitney Bowes MapInfo’s Strategy and Analytics team was a consulting team that was led by Mr Tony Dimasi and prepared written economic research reports for property developers, shopping centre owners/managers and retailers. The key aspects of this role included detailed econometric modelling, report writing, client meetings and preparing presentations to clients, site inspections of both new and existing assets, demographic analysis and forecasting projected sales, rents and market shares of new developments.
Jun 2006 - Nov 2007
International Prime Brokerage Payments Financing Analyst
Ubs
The UBS International Prime Brokerage (IPB) team is responsible for processing trades made by global hedge funds. In this role, I worked in a variety of areas including cash payments, foreign exchange settlements, equity derivatives, cash management and client billing.
Jul 2005 - Mar 2006
Treasury Bank Clerk
Confirming and settling high value foreign exchange and money market trades.
Dec 2003 - Dec 2004
Team & coworkers
Colleagues at Alpha Fund Managers
Other employees you can reach at alphafundmanagers.com. View company contacts for 4 employees →
3 education records
Sam Morris education
Graduate Diploma In Applied Finance And Investment
Finsia
Beachelor Of Economics
Bachelor Of Science - Bs, Chemistry
FAQ
Frequently asked questions about Sam Morris
Quick answers generated from the profile data available on this page.
What company does Sam Morris work for?
Sam Morris works for Alpha Fund Managers.
What is Sam Morris's role at Alpha Fund Managers?
Sam Morris is listed as Portfolio Manager at Alpha Fund Managers.
What is Sam Morris's email address?
AeroLeads has found 1 work email signal at @lonsec.com.au for Sam Morris at Alpha Fund Managers.
Where is Sam Morris based?
Sam Morris is based in South Melbourne, Victoria, Australia while working with Alpha Fund Managers.
What companies has Sam Morris worked for?
Sam Morris has worked for Alpha Fund Managers, Lonsec, Pitney Bowes Mapinfo, Melbourne, Ubs, and National Australia Bank.
Who are Sam Morris's colleagues at Alpha Fund Managers?
Sam Morris's colleagues at Alpha Fund Managers include George Lu, Cfa, Linda Zschech, and Ambroise Xavier Essengue.
How can I contact Sam Morris?
You can use AeroLeads to view verified contact signals for Sam Morris at Alpha Fund Managers, including work email, phone, and LinkedIn data when available.
What schools did Sam Morris attend?
Sam Morris holds Graduate Diploma In Applied Finance And Investment from Finsia.
What skills is Sam Morris known for?
Sam Morris is listed with skills including Equities, Investment Strategies, Investments, Asset Management, Managed Funds, Portfolio Management, Financial Markets, and Wealth Management.
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