The Fund has access to an experienced Investment Team with more than a decade of experience in managing global equities and fixed income funds. The Investment Team will provide the Investment Manager with expert advice and recommendations in relation to its investment portfolio including investment strategy, evaluation of investment opportunities and potential disposals, as well as portfolio management.
Ted is the Head of Investments at Walsh & Company. He served as Head of Healthcare at Magellan Financial Group since August 2014 and Portfolio Manager since 2016. He also served as the Head of Alternative Investments at Neptune Investment Management Limited from July 2012 to December 2013, and served as a Fund Manager from December 2008 to December 2013. Ted joined Neptune Investment Management Limited in September 2007 as an Investment Analyst responsible for global research of the technology and telecoms sectors. Prior to this, he was a Market Analyst at the Reserve Bank of Australia in Sydney.
Ted earned an M.Phil in Economics from Oxford University as a Rhodes Scholar. He also received a Bachelor's Degree in Economics with First Class Honours in Financial Economics from the University of Tasmania.
Ying joined Walsh & Company in 2018 and brings more than 12 years of dedicated equity research experience to her specialist role, where she researches and recommends high-quality companies with attractive risk-adjusted returns over the long-term period in the Asia Pacific region.
Prior to joining the team, Ying worked at Principal Global Investors in the Global REITs team, where she was responsible for the research and analysis of Australian and New Zealand listed real estate companies. She also worked for AMP Capital Investors for nine years as a senior investment analyst and was responsible for company fundamental analysis for two of their key Asia funds.
Ying has a Master of Commerce from the University of New South Wales and a Bachelor of Commerce from the University of Melbourne. She is also a CFA charter holder and full member of CPA Australia.
Jumana joined Walsh & Company in 2018 as Assistant Portfolio Manager on the Global Flagship Fund. She brings more than 12 years of dedicated equities research experience spanning the European market and some select Asia Pacific markets. While experienced as a generalist, a specialist area of interest for Jumana is the Financial Services sector.
Prior to joining the team, Jumana lived in London for eight years. She was an investment analyst at Lansdowne Partners for four years, where she worked on the Lansdowne European Equity Fund (long/short strategy). She was also a senior analyst at CFRA Investment Research, publishing reports on companies that underperformed markets, due to accounting or capital deficit issues. This role gave Jumana essential insights into potential red flags in company reporting and practises to avoid in any quality stock selection. Prior to leaving Australia, Jumana also spent time at Credit Suisse, where she covered the Australian Insurance sector.
Jumana holds a Bachelor of Science and Bachelor of Commerce with First Class Honours from the University of Sydney.
Evans and Partners Investment Management Pty Limited is the Investment Manager for the Fund and is responsible for investment decisions.
The directors of the Investment Manager are:
Alex joined Dixon Advisory in 2008 to lead the then newly formed Funds Management division, which later became Walsh & Company. Alex focused the efforts of the Funds Management division on providing retail investors with access to asset classes and investment opportunities that would normally only be available to institutional investors.
From funds under management of under $100 million at the time of his start, Alex has grown Walsh & Company Group to approximately $5 billion of assets under management today, with investments across residential and commercial property, fixed income, private equity, listed equities and renewable energy.
Prior to joining the firm, Alex was an investment banker at UBS AG, where he rose to Head of Energy for Australasia. During his tenure in investment banking, Alex worked on more than $100 billion in mergers and acquisitions and capital markets transactions, advising some of the world’s leading companies.
Alex has a Bachelor of Arts from Cornell University and a Masters of Business Administration from The Wharton School, University of Pennsylvania.
Jaclyn joined Walsh & Company in 2016 to lead corporate finance and capital raising transactions. Jaclyn has a corporate law background and brings substantial experience specialising in debt and equity markets, mergers and acquisitions and corporate development in Australia and the UK, working in listed company and professional services environments.
Prior to joining Walsh & Company, Jaclyn was legal counsel for Aurizon, managing legal risk and strategy across the business development, M&A, strategy, governance and treasury functions. Prior to Aurizon, Jaclyn worked as legal counsel in capital markets and professional services with Instinet and PwC Legal in London and Mallesons Stephen Jaques in Australia.
The Responsible Entity is responsible for the operation of the Fund. The Directors of the Responsible Entity are:
See details above.
Prior to joining Walsh & Company, Warwick worked in chartered accounting firms specialising in turnaround and restructuring. Warwick started his career with KPMG working in their Canberra, Sydney and London offices – and has undertaken a range of complex restructuring and insolvency engagements across Europe, UK and Australia, for a range of Australian, UK, European and US banks.
Warwick has worked with companies and lenders to develop and implement strategic business options, provide advice in relation to continuous disclosure requirements, develop cash forecasting training for national firms, and lectured on cash management. Among his former roles, Warwick worked on the initial stages of the HIH insolvency – as part of the key management group tasked with the wind-down of the global estate.
Warwick has a Bachelor of Economics and Bachelor of Commerce from the Australian National University and is a Chartered Accountant.
Mike has extensive experience across a broad range of corporate, commercial and private client sectors. His core practice areas involve the provision of advice and transactional expertise in relation to new and existing retail financial products and the regulatory framework within which they operate, as well as debt and equity financing, intellectual property, and film and television media law among others., Mike has previously worked in private practice, public sector and in-house roles in Australia, New Zealand and the United Kingdom, acting across multiple industries for a variety of clients, including high-net-worth individuals, banks and financial institutions, as well as numerous listed and unlisted corporate entities.
Mike is also a director with Barnett Law, a Sydney-based financial services law firm, and is admitted as a solicitor of the Supreme Court of NSW. He has a Bachelor of Laws from the University of Otago.