Stephen has had a long, illustrious career in investment management – spanning 35 years. In April 2022, Stephen was appointed Executive Chair at SGH. Previously, he was Chairman and Managing Director, from the date of establishment of SGH in 2001.  Before that, Stephen held the positions of General Manager, Chief Investment Officer and Chairman of Asset Allocation Committee at National Asset Management Limited (NAM). Prior to this, Stephen was Head of Australian Equities and Head of Direct Property at NAM and spent over 10 years at HSBC in Equities and Listed Property Trusts.

QUALIFICATIONS

M.App.Fin, ASIA, B.Com, AAIBF (Snr)

Giles joined SGH in 2002. In April 2022, Giles was appointed CEO & COO at SGH. Prior to this role, Giles was Chief Financial Officer. Before joining SGH, he spent 13 years with Coopers & Lybrand in London and Melbourne. Giles is a Member of the Institute of Chartered Accountants in England and Wales and a Registered BAS Agent.

QUALIFICATIONS

BA Hons (Eng Lit), ACA

Michael continues to contribute to the SGH strategy as a non-executive Director. Prior to this, Michael joined SGH in September 2009, holding positions of Director and Head of Institutional Sales. Michael has worked in the investment business for more than 30 years and held positions of Executive Director, Head of Sales at K2 Asset Management; Executive Director and Head of Institutional Equity Sales at Morgan Stanley Singapore and Morgan Stanley Hong Kong.

QUALIFICATIONS

MA (Cantab), BA, Dip Ed (Melb)

Grant joined SGH in 2001 as one of the founding principals. He is a Director and Portfolio Manager of AREITS. Grant has over 29 years’ experience, having previously worked at National Asset Management (NAM), Victorian Funds Management and Knight Frank. In his time, Grant has also been President of the Victorian Division of the Australian Property Institute.

QUALIFICATIONS

B.Bus. (Property), M.App. FAPI

Callum Burns has 28 years’ experience in the investment industry and has held a number of notable positions throughout his career. Prior to joining ICE Investors and SGH in November 2005, Callum was the Head of Global Asset Allocation at BT Financial Group – managing $8 billion in funds. Before this, Callum held the same position at Rothschild Australia managing funds of $4 billion. Earlier in his career, Callum was Head of the TAC Workcover Task Force at the Victorian Treasury.

qualifications

B.Eng (Hons)

Harry joined SGH as part of the merger with DMP Asset Management in 2019. Harry commenced at DMP Asset Management’s (DMP) predecessor company as Chief Executive Officer in 2001, before being appointed Executive Chairman in 2014. Harry spent 11 years with Mercury Asset Management managing client assets in London, Tokyo and Melbourne. During 6 years in Mercury’s Melbourne office his roles included Manager, International Equities, Head of Australian Equities and acting Managing Director. In 1998 Harry moved to AXA as Chief Investment Officer of Australian operations. Harry was appointed a Non-Executive Director of SGH in April 2019.

Qualifications

BA Law/Arabic

Adrian joined SGH in 2001 as one of the founding principals. He is a Director and Portfolio Manager of the SGH Emerging Companies Fund. Adrian has 30 years’ experience in the investment industry, primarily gained at SGH and NAM – where he was a Senior Portfolio Manager of Small Companies and also spent over 10 years in Australian Equities and Fixed Interest at NAM. Prior to this, Adrian worked at the Bank of America, in the Fixed Interest and Money Market departments.

QUALIFICATIONS

MBA, B.Com, F Fin

Pam joined SGH in 2001, as one of the company’s founding directors and shareholders. Pam is a regulatory lawyer by background, and has more than 30 years’ experience in the financial services industry with roles in legal, risk and compliance. Ms Hauser has previously held senior roles with Macquarie Group, NAB, KPMG, Norwich and Australian Unity. As a Partner at KPMG, she led the firm’s Financial Services Regulatory Group within Risk Advisory Services. She has held legal roles with CRA (now Rio Tinto), Freehills, and Ellison Hewison & Whitehead (now Minter Ellison) and also held a directorship with the Australasian Compliance Institute. Her current directorships include Treasury Corporation of Victoria (TCV) and Victorian Plantations Corporation (VPC) (both state owned entities).  Ms Hauser chairs the TCV Audit and Risk Committee and the VPC Board.

QUALIFICATIONS

LLB/BA (Melb), MAICD

Brenda joined SGH as part of the merger with DMP Asset Management in 2019. She was appointed Director of DMP Asset Managements’s predecessor company in 1999 and of DMP in 2010. Brenda’s career has involved executive and board positions in stockbroking, funds management and investment consulting. Brenda is a former member of the Australian Stock Exchange, partner of May Mellor Laing & Cruikshank and principal of Investment Consulting and worldwide partner at WM Mercer. Brenda is currently the Chair of Aitkenhead Centre for Medical Discovery and a director of SVI Foundation, Clinuvel Pharmaceuticals Ltd, Rock Art Australia, Phoslock Environmental Technology Ltd. Brenda was awarded an honorary doctorate from the Swinburne University of Technology in August 2017.  In January 2021, Brenda was awarded an Order of Australia for distinguished service to medical health research, to the business and finance sectors, to corporate governance, and to philanthropy. Brenda was appointed a Non-Executive Director of SGH in April 2019.

John joined SGH in 2001 as one of the founding principals. John has over 30 years’ experience in the investment industry. He joined SGH from NAM where he spent five years as a dealer in Australian Equities. Prior to NAM, John held a number of positions at Potter Warburg Asset Management, Potter Partners and JB Were.

QUALIFICATIONS

B.Com, ASIA

Roman joined ICE Investors in May 2022. Prior to joining ICE, Roman worked as a research analyst at Franklin Templeton covering global equities for 8 years. He was also previously employed as an investment analyst at Mercer and analyst at AXA Australia.

QUALIFICATIONS

BCom(Hons), CFA

Stratton joined SGH as part of the merger with DMP Asset Management in 2019. Stratton commenced at DMP in May 2017 and has over 14 years experience in financial markets.  Stratton began his career in corporate institutional banking at ANZ before moving into an equity analysis role at Guild Capital Asset Management and then at Bank of America Merrill Lynch.  Immediately prior to joining DMP, Stratton was at VFMC where he held the role of Senior Equity Analyst focusing on large cap analysis.  Stratton holds a Bachelor of Business and is a Chartered Financial Analyst (CFA) holder.

Qualifications

CFA; BBus Banking/Finance and Economics

Anthony joined SGH in April 2019. He has over 22 years financial services experience and at SGH is responsible for the National Distribution of SGH funds. Anthony joined SGH after 14 years at Macquarie Bank distributing the Macquarie Professional Series suite of Global Equity Funds and Hedge Funds. Also at Macquarie, he held the positions of National Distribution Manager and Business Development Manager. Prior to this, were Business Development positions with Ventura Investment Management and Advance Asset Management.

QUALIFICATIONS

B.Bus Econ, RG 146

Richard joined SGH as part of the merger with DMP Asset Management in 2019. He joined DMP Asset Management predecessor in 2018. Richard is a Consulting Actuary providing services to clients of DMP Asset Management in relation to investment policy formulation and asset liability matching.  In the 30 years to December 2017, Richard held several positions with Mercer, including head of investment consulting for 4 years and over 26 years as a consulting actuary to many of Mercer’s largest clients, including corporates, industry funds, public sector and long service leave boards.

Qualifications

BSc (Hons) Mathematics/Statistics; Fellow Institute of Actuaries of Australia; Senior Fellow Financial Services Institute of Australia

Rowena joined SGH in November 2016 and has over 30 years of financial services experience. Rowena is General Manager Strategy & Operations and is also a member of the Operational, Risk & Audit Committee.  Prior to SGH, Rowena worked in a variety of senior management roles at Equity Trustees and HSBC Asset Management.

Qualifications

B.A., GradDipSecStuds, Grad Certificate in Financial Planning, SA Finsia

Rebecca joined SGH in October 2020 and has over 20 years financial services experience. At SGH, she is responsible for developing channel opportunities for the SGH suite of funds, and funds available through SGH’s Partnership Program. Rebecca joined SGH after 8 years at MLC Asset Management where she was the Research Relationship Manager for the MLC Multi-asset suite of products. At MLC, Rebecca also held the role of Market Strategy Manager.  Prior to this, Rebecca was Head of Investor Relations and Marketing for Ellerston Capital and has held roles at UBS and Macquarie.

Qualifications

M.Comm, B.Comm/B.AppSci
RG 146

David joined SGH as part of the merger with DMP Asset Management in 2019. David commenced at DMP’s predecessor company as a Not for Profit Specialist in 2004, a role he has continued with DMP since 2010.  In addition, David was appointed Company Secretary of DMP in 2010. At an operational level, David has been closely involved with investments for religious, charitable and philanthropic foundations since 1995. David has also been actively involved in the implementation portfolio management and reporting platforms and has overseen the preparing of DMP’s annual financial statements and has been a Responsible Manager in respect of the company’s Australian Financial Services Licence since it was granted in 2011.  From 1995 to 2003, David was Manager – Client Liaison (Charitable Foundations) at Warakirri Asset Management. During this time, David was actively involved in the process which led to qualifying organisations being granted access to franking rebates. David has had a variety of experience with many religious, charitable and philanthropic foundations in the context of investment strategy formulation, implementation and management.

Qualifications

BBus (Accountancy), CA – Institute of Chartered Accountants in Australia, Registered tax agent

Sarah is the Marketing & Communications Manager at SGH, she joined in April 2016 as a Marketing Coordinator in the Funds Distribution Team. Prior to this, Sarah worked in the Funds Distribution team at Equity Trustees for 13 years. Here, she held a variety of roles including PA, Event Management and Marketing. Originally from Zimbabwe, Sarah moved to London in 1996 where she held a number of positions at investment banks, including Morgan Stanley, before finally settling in Melbourne.

qualifications

Dip. Event Management, Grad Cert Mktg

Malcolm joined SGH in June 2008. As Assistant Portfolio Manager at SGH, Malcolm’s primary responsibilities are the analysis of trusts, portfolio modeling and currency positioning. Before joining the company as a Portfolio Administrator, Malcolm held the position of Assistant Investment Analyst at Meridian Financial – he has 13 years of investment experience in his role.

QUALIFICATIONS

B.Com Honours (Fin and Eco), CFA Charter holder

Andrew joined SGH in August 2017. Andrew is an Investment Analyst in the Individually Managed Accounts and the SGH High Conviction Fund teams.  Andrew joined SGH from Forza Capital, where he was an Investment Manager.

QUALIFICATIONS

DipLang (French)
BCom (Economics & Finance)

Tim joined SGH in November 2016 – bringing over 20 years industry experience. He is Portfolio Manager in Individually Managed Accounts team. Prior to SGH, Tim was the Head of Discretionary Portfolio Management at Deutsche Bank Wealth Management in Australia where he was responsible for both client relationships and managing balanced portfolios across a number of asset classes including equities, property, fixed interest and cash.  Tim’s previous roles include Senior Investment Manager at HSBC Asset Management, Institutional Equities analyst at Macquarie Bank and consultant at a number of global financial organisations in London including Salomon Brothers and Barclays Global investors.

Qualifications

Bachelor of Commerce and is both a Chartered Accountant and CFA.

Angus joined SGH as part of the merger with DMP Asset Management in 2019. He commenced his career with McIntosh Securities in 1991. Prior to joining DMP Asset Management in 2016, Angus held several positions within ANZ Global Markets division, including Head of Money Markets for 11 years and Head of Investor Sales. In addition to his responsibilities, Angus also sat on ANZ’s Asset & Liability, Basel III, and the Pricing & Balance Sheet Committee’s. Angus’ previous leadership experience includes management roles and Commonwealth Bank of Australia, and CVC. Aside from his role at DMP, Angus is the Chairman of Down Syndrome Australia and a Director & Trustee of the Lord Mayors Charitable Foundation. In 2014, Angus received an Order of Australia for service to the Community and the Banking & Finance Sector.

Fiona joined SGH as part of the merger with DMP Asset Management in 2019. She commenced at DMP Asset Management’s predecessor company in 2008 as Client Administration and Liaison Manager with responsibility for the daily administration of client portfolios, a role she has continued with DMP since 2010.  Fiona has worked in various Investment Banking and Funds Management positions with UBS, BBY and Industry Funds Management for over 25 years.

Claire joined SGH in February 2016, and works in Marketing in the Funds Distribution Team.  Prior to SGH, Claire worked at Equity Trustees in the Business Development Team for 4 years where her roles included PA and Event Management. Prior to Equity Trustees, Claire has held positions in recruitment companies.

Rory joined SGH as part of the merger with DMP Asset Management in 2019. Prior to joining DMP in October 2016, Rory spent three years at Arjent Investment Management, a London based Investment Manager. Rory is Portfolio Manager of the SGH Medical Technology Fund and the DMP Australian Small Companies Trust. Rory has a Bachelor of Commerce with a double-major in Finance and Economics from the University of Melbourne.

Qualifications

BCom (Economics & Finance)

Michael joined SGH in July 2018 as Assistant Portfolio Manager in the SGH High Conviction Fund team. Prior to this, he was a Portfolio Manager and Senior Investment Analyst at Equity Trustees, an Associate Consultant and Investment Analyst at Frontier Advisors and an Equities Analyst at Diogenes Research.  Michael has over 14 years’ of investment experience.

Qualifications

Bachelor of Commerce, Master of Applied Finance

Lucinda joined SGH in April 2018. Her previous roles include 16 years at PricewaterhouseCoopers predominantly in Risk, Quality and Governance. Lucinda is a Member of Chartered Accountants Australia and New Zealand.

QUALIFICATIONS

Bachelor of Social Science (Information Management)

Peter joined SGH in May 2020. He previously worked as a consultant to DMP Asset Management’s predecessor company for four years prior to managing equities research at Endeavour Asset Management. Peter has over 15 years’ of investment experience including working as a fixed income trader in the London capital markets as a market maker at Barclays de Zoete Wedd, central bank sales at Long Term Credit Bank & Lehman Brothers and as a Eurobond trader at Cantor Fitzgerald.  Prior to joining SGH, Peter took a sabbatical working as the Commercial Manager (UK) and Pacific Regional Manager for the Jubilee Sailing Trust a globally unique, UN-accredited charity.

QUALIFICATIONS

Master of Business Administration (MBA) – MBS, Melbourne University
Postgraduate Diploma in Management (PDM)
Bachelor of Business

Matthew joined SGH in July 2019. He has over 30 years of investment market experience and is responsible for the distribution of SGH funds across NSW and QLD. Matthew joined SGH after 15 years at Macquarie Group where he was responsible for the NSW distribution of the Macquarie Professional Series suite of Global Equity Funds and Hedge Funds. Also at Macquarie, he held the positions of Associate Director and in addition to managed funds, he also promoted listed equities, unlisted infrastructure, agriculture and private equity trusts. Prior to Macquarie, Matthew worked at Platypus Asset Management.

QUALIFICATIONS

B.Bus (Accounting & Finance), Diploma Financial Planning

Mario joined SGH in February 2011 and brings over 22 years’ experience to his role of Portfolio Manager. Prior to his appointment at SGH, Mario was a Fund Manager at Macarthur Cook, specialising in A-REITs and unlisted property funds. Before this, Mario held the positions of Investment Analyst and Senior Real Estate Securities Analyst at IWL and PIR.

QUALIFICATIONS

B.Ec (Hons), F Fin

Nick is responsible for all the Research house and Platform relationships for SGH. Prior to joining SGH in February 2016, Nick previously worked in the Funds Distribution team at Equity Trustees for 11 years, lectured at Xuzhou University in China and worked at Fairfax’s Business Review Weekly Magazine.

QUALIFICATIONS

M.App.Fin, B.Com (Economics) (Hons)

Sophie joined SGH in June 2021 as an Investment Analyst in the Emerging Companies team, focussing specifically on the SGH Medical Technology Fund and DMP Small Companies strategies. Sophie has recently completed a Bachelor of Commerce at the University of Melbourne, majoring in Finance and Economics.

QUALIFICATIONS

Bachelor of Commerce (Finance and Economics Major)

Hamish joined SGH in July 2015. He is Portfolio Manager of the SGH High Conviction Fund. Prior to this he worked at Goldman Sachs, where he was Chief Investment Officer – Australia for Global Investment Research. Hamish’s distinguished career in investment markets and equity research spans 24 years, during which he has held positions in both Australia and the UK at JB Were and Goldman Sachs. Previously, Hamish spent 7 years in professional services at Arthur Andersen.

QUALIFICATIONS

B.Com, CA

Sue joined SGH as a Portfolio Administrator in 2011. Prior to SGH, Sue was at Star Track Express, where she worked in accounts receivable for nine years.

QUALIFICATIONS

Bachelor Business Fin Planning

Roger joined ICE Investors in May 2019 – bringing 19 years’ experience in the investment industry across a broad range of investment strategies and markets, both domestic and global. Prior to joining ICE, Roger was a Senior Portfolio Manager at the Australian Foundation Investment Corporation (AFIC) in Melbourne. Before this, Roger was a shareholder and Portfolio Manager with Ralton Asset Management. His first investment role was with Cinnabar Equities, a boutique fund manager specialising in global health care.

QUALIFICATIONS

B Optom, MBB

Mason joined ICE Investors in September 2021. Prior to joining ICE, Mason was senior co-portfolio manager of the Ausbil Investment Management small and microcap funds. He was also previously employed as portfolio manager/ senior analyst at Australian Ethical Investment and held analyst positions at ING Investment Management, ABN Amro and AMP Capital Investors.

QUALIFICATIONS

BCom(Hons), CFA