Our People
About Anthony
Anthony is an analyst with over 15 years’ experience covering a range of Australian and international sectors. Most recently his sector coverage included Australian Industrials and Energy, including Building Materials, Capital Goods, Engineering & Construction, Transport, Telcos, REITs, Utilities and Infrastructure. He has previously worked as an equity analyst for AllianceBernstein and Macquarie Group, spending a further two years as a management consultant at Port Jackson Partners and two years as an institutional research sales executive with Deutsche Bank. Anthony is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.
Australian Equities Team
Crispin Murray- Rachel Cole
- Jim Taylor
- Rajinder Singh
- Sondal Bensan
- Graeme Petroni
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Julia Forrest
- Damien Diamant
- Lee Ma
- Jack Gabb
- Brenton Saunders
- Patrick Teodorowski
- Elise McKay
Recent articles by Anthony
Anthony Moran
Investment Analyst
Australian Equities
About Damien
Damien provides fundamental analysis for our smaller companies strategies, supporting stock selection through valuation, stock data evaluation and building company investment models. Damien was previously an Equity Analyst at Kosmos Asset Management, where he was responsible for fundamental research focused on non-resource ex-ASX 100 Australian and New Zealand stocks. He holds a Bachelor of Business (Finance & Economics) from the University of Technology in Sydney and has completed level three of the CFA program.
Australian Equities Team
- Crispin Murray
- Rachel Cole
- Jim Taylor
- Rajinder Singh
- Sondal Bensan
- Graeme Petroni
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Julia Forrest
- Lee Ma
- Jack Gabb
- Anthony Moran
- Brenton Saunders
- Patrick Teodorowski
- Elise McKay
Damien Diamant
Analyst
Australian Equities
About Brenton
Brenton manages our Midcap Fund and natural resources portfolio, drawing on over 24 years’ expertise spanning precious metals, derivatives, investment banking and private equity to invest in large and small cap mining companies.
Brenton has worked with Randfontein Estates Gold Mine & Harmony Gold as a mine geologist and Executive, and at JP Morgan, Deutsche Bank, Craton Capital, Macquarie Funds Group, and Taurus Funds Management in research and asset management roles.
Graduating with honours, he holds a Bachelor’s degree in Science (Geology) and a Master’s degree in Science from the University of Johannesburg. He is a member of the CFA Institute and has previously served on the International Accounting Standards Board.
Australian Equities Team
- Crispin Murray
- Rachel Cole
- Jim Taylor
- Rajinder Singh
- Sondal Bensan
- Graeme Petroni
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Julia Forrest
- Damien Diamant
- Lee Ma
- Jack Gabb
- Anthony Moran
- Patrick Teodorowski
- Elise McKay
Funds managed by Brenton
Recent articles by Brenton
- Aussie equities: What we can expect from earnings in the second half
- Brenton Saunders: what to watch in ASX earnings season
- How long will the ASX keep going? Here are the factors to watch
- Brenton Saunders: What you should really be watching as markets rally
- What does Xi Jinping’s consolidation of power mean for investors?
- Turning point for shares: what to watch
- ASX earnings season: the big talking points
- FAST PODCAST: How to choose the right mid-cap Aussie stocks
- Why mid-caps look good right now
- Conservative, pragmatic and style-agnostic: how to think about equities right now
- Markets are underestimating structural change in commodities
- How APRA’s performance test fails sustainable investors
- Good times for stock-pickers as rate-hike cycle arrives
- What’s ahead for the big miners
Brenton Saunders
Portfolio Manager & Analyst
Australian Equities
About George
Managing a mix of credit, fixed interest and enhanced cash portfolios, George holds a wealth of experience in portfolio management and credit analysis with a specific focus on Asset Back Securities, Industrials, Real Estate and Resources sectors.
George has managed dedicated Sustainable fixed interest portfolios for a decade. He has also worked across numerous fixed income, credit and money market portfolios in portfolio management, credit analysis and dealing roles for over 20 years. Prior to this George worked in an accounting role for three years.
In 2019 George was awarded the Alpha Manager status by Money Management’s parent, FE fundinfo, in recognition of his career-long performance in the asset management industry. George was one out of 11 Australia-based investment professionals included in this list of esteemed professionals across multiple asset classes, after being assessed on his ability to create risk-adjusted alpha (outperformance) over his entire track record.
George obtained a Master’s degree in Business (Finance), a Bachelor’s degree in Business (Accounting & Finance) and a Graduate Diploma in Applied Finance and Investment. He has a Registered Representatives and Dealer Accreditation with the Australian Financial Markets Associations.
Income & Fixed Interest Team
- Oliver Ge
- Amy Xie Patrick
- Tim Hext
- Terry Yuan
- Ronnie Thomas
- Murray Ackman
- Anna Hong
- Steve Campbell
Funds managed by George
Recent articles by George
George Bishay
Head of Credit and Sustainable Strategies
Income & Fixed Interest
About Cho-Yu
Cho-Yu brings over 21 years’ funds management experience to the JOHCM Asia ex Japan Small and Mid-Cap strategies.
She has previously worked with Silver Metis Capital Management, UBS, DBS Asset Management and Lloyd George Management, where she managed several institutional accounts that reached peak values of over $1bn.
Cho-Yu is a CFA Charterholder and obtained a Bachelor of Science (Economics) with first class honours from the London School of Economics.
Asian Equities Team
- Samir Mehta
Cho-Yu Kooi
Senior Fund Manager, JOHCM
Asian Equities
About Graeme
Graeme is an analyst with over 17 years’ experience covering the Banking, Insurance and Diversified Financials sectors. He has previously worked as an equity analyst at Ausbil Dexia, ABN AMRO and Wilson HTM, spending a further 2 years as an actuarial analyst at Trowbridge Consulting. Graeme is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.
Australian Equities Team
- Crispin Murray
- Rachel Cole
- Jim Taylor
- Rajinder Singh
- Sondal Bensan
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Julia Forrest
- Damien Diamant
- Lee Ma
- Jack Gabb
- Anthony Moran
- Brenton Saunders
- Patrick Teodorowski
- Elise McKay
Graeme Petroni
Analyst
Australian Equities
About James
James has nearly 24 years’ experience leading emerging markets funds, and throughout his career has been responsible for over 14 mandates with peak FUM of over $4bn. He previously headed the emerging market investment teams at SG Asset Management and most recently Baring Asset Management, where he managed numerous strategies with his colleague Paul Wimborne. He has also worked with Henderson Investors as a portfolio manager and with H Clarkson as an analyst. James is a CFA Charterholder and obtained a Bachelor of Arts (Geography) with honours from the University of Cambridge.
Emerging Markets Team
- Paul Wimborne
- Ada Chan
Funds managed by James
Recent articles by James
- Emerging Markets: December quarter shows positive signs after a challenging 2022
- How a weaker US dollar could benefit Emerging Markets investors in 2023
- Why advanced economies such as South Korea are classed as emerging markets
- Emerging Markets: Why some investors may benefit more than others as the tide turns
- Signs of improvement for two big factors that drive Emerging Markets
- Beijing is changing policy on Covid and property. Is this bottom for China stocks?
- Thinking about Chinese stocks? Read this country-level analysis first
- Why our Emerging Markets managers aren’t worried about Brazil’s lean to the left
- Emerging Markets: Why Indonesia is looking good right now
- Emerging markets: Countries likely to weather the storm
- Why we’re seeing a change in leadership among Emerging Markets countries
- Emerging Markets: It’s time to look south of the border
- Emerging Markets give us clues to the strength of the global economy
- Emerging Markets: Is it time to invest in China again?
- Emerging Markets: where to find growth in a volatile world
- Emerging markets look well placed to weather hike cycle
- EM Spotlight: How the interest rate hike cycle will impact Emerging Markets
- Emerging markets: Watch out for secondary effects from Ukraine invasion
- How Emerging Markets investors should approach China now
- What the Russia-Ukraine crisis means for Emerging Markets investors
- Emerging Markets: Look closely for hidden strengths in India, Mexico
- Emerging Markets: Which countries are burning brightly as energy prices climb
- Short-term cycles are a hallmark of Covid
- How inflation and rates expectations are affecting Emerging Markets
- What Coronavirus means for emerging markets investors
- Challenging global environment is great for country-level opportunities
- Emerging Markets spotlight: Thailand
- Someday, this war’s going to end
- Trade war trade-offs in EM
- A slowing cycle still draws opportunities
- Retaining confidence in Mexico
- Conditions for EM ex-China looking up
- Parastatal paralysis
- Korea’s corporate revolution
- Buying up in Dubai
- Video update: Positioning for an upturn in emerging markets
- Dovish Fed should boost emerging markets
- Playing the waiting game on China
- EM: enticing valuations suggest a better year ahead
- Quarterly video update: Is value developing in emerging markets?
- Brazil, Mexico: case studies in country selection
- Confronting the Dragon
- Economic brutality: Argentina and Brazil
- USD and oil: EM quarterly video update
- Case studies: the role of currency in valuing EMs
- Macro-driven stock opportunities in Chinese oil
- Pressure mounts on EM bond proxies
- Oil, USD drives fresh EM divergence
- Leadership matters in emerging markets
- Update on Russia
- Valuation dispersion in emerging markets exudes opportunities
- Ramaphosa no sure cure for South Africa
- Nothing can out-run its fundamentals forever
- The Koreas: recent developments are not new risks
- Tencent’s value surpasses Facebook
- India: a coiled spring
- South Korea: opportunities within
- How we assess currency valuations in emerging markets
- India’s credit cycle challenges
- China’s watchdogs weigh in on debt
- Our current views on emerging markets
James Syme
Senior Fund Manager, JOHCM
Emerging Markets
About Jim
Drawing on over 24 years’ experience investing in top-performing Australian companies and a background in accounting, Jim manages our Long/ Short Fund and manages our Imputation Fund. He previously managed a number of funds for Colonial First State. Prior to this he worked at Arthur Andersen in a variety of audit, advisory and corporate finance roles. Jim holds a Bachelor’s degree in Economics (Accounting and Finance). He is a Chartered Accountant with membership of the Australian Institute of Chartered Accountants.
Australian Equities Team
- Crispin Murray
- Rachel Cole
- Rajinder Singh
- Sondal Bensan
- Graeme Petroni
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Julia Forrest
- Damien Diamant
- Lee Ma
- Jack Gabb
- Anthony Moran
- Brenton Saunders
- Patrick Teodorowski
- Elise McKay
Funds managed by Jim
Recent articles by Jim
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Brenton Saunders: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Crispin Murray: What’s driving ASX stocks this week
- Crispin Murray: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- What we’ve learned from ASX reporting season so far
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
Jim Taylor
Portfolio Manager
Australian Equities
About Julia
With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, Julia has managed our property trust portfolios for over a decade. Before joining the company, she worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch, where she was a highly rated analyst. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law.
Australian Equities Team
- Crispin Murray
- Rachel Cole
- Jim Taylor
- Rajinder Singh
- Sondal Bensan
- Graeme Petroni
- Oliver Renton
- Julia Maksymow
- Lewis Edgley
- Pete Davidson
- Damien Diamant
- Lee Ma
- Jack Gabb
- Anthony Moran
- Brenton Saunders
- Patrick Teodorowski
- Elise McKay
Funds managed by Julia
Recent articles by Julia
Julia Forrest
Portfolio Manager
Australian Equities