Our Team

Investment Team

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 ALEXANDER
Portfolio manager

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.

YING LUO
Assistant Portfolio Manager

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.

Jumana Nahhas
Assistant Portfolio Manager

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.

Investment Manager

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 MACLACHLAN
Director

Alex joined Evans Dixon in 2008 to lead the then newly formed Funds Management division, Walsh & Company. Alex focused the efforts of Walsh & Company on targeting investment opportunities where the investment committee had high conviction, where the investment team had a competitive edge, and where Walsh & Company could provide unique solutions for investors.

From funds under management of under $100 million at the time of his start, Alex has grown Walsh & Company to a multi-billion-dollar global fund manager. With operations spanning Australia, the United States, and Europe, Walsh & Company today manages investments across global infrastructure, property, private equity, listed equities, and fixed income.

JACLYN STRELOW
Director

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.

Responsible Entity

The Responsible Entity is responsible for the operation of the Fund. The Directors of the Responsible Entity are:

 

ALEX MACLACHLAN
Director

See details above.

WARWICK KENEALLY
Director

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.

MIKE ADAMS
Director

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.