Company Overview

Providing investors with the opportunity to invest in a portfolio of Australian listed equities, with returns regardless of share market performance,through an equity market neutral style of investing.

Directors and Management

Mr Marc Fisher

Non-Executive Chairman,Non-Executive Director 02/10/2015

Mr Fisher's career in financial markets began in 1997. Currently, he is a Senior Managing Director and board member of a fintech risk management specialist. Marc previously worked for FRM in Hong Kong (now Man Group PLC's multi-manager business) where he was a Management Committee member and Chairman of their Asia Pacific business excluding Japan and Korea. Additionally, Marc ran FRM's Private Client product range and served as Product Head for their Managed Futures fund. Previously, Marc was a Managing Director at Citigroup in London, where he founded and managed a global fund-linked product development and marketing business. Prior to Citigroup, Marc started his career at Deutsche Bank in London, where he held a number of trading, marketing and product development positions with an emphasis on multi asset class derivatives. Mr Fisher holds domestic directorships in Perma Capital Pty Limited, HARC International Pty Limited, ZG Advisors Pty Limited and a fintech business. Marc also holds directorships in overseas companies in both the technology and financial services sectors.

BVSc(Hons) Male

Mr Andrew Reeve-Parker

Non-Executive Director 07/10/2015

Mr Reeve-Parker is a Representative, Director and Responsible Manager of NW Advice Pty Limited (AFSL 241715). Andrew joined NW Advice Pty Limited (previously Neville Ward Advice Pty Ltd) in 2004 and is responsible for providing financial advice to NW Advice Pty Limited's client base. Prior to these roles, Andrew worked for Deutsche Asset Management (in London, United Kingdom), the Commonwealth Bank of Australia and the National Australia Bank in roles spanning funds management to custody and settlements. He is a Non-Executive Director of Datacenter Limited.

BBus(Major-Fin), AdvDip-FinServ Male

Mr Raymond Da Silva Rosa

Non-Executive Director 26/11/2019

Mr Da Silva Rosa is a Professor of Finance at UWA Business School, The University of Western Australia and Chair of UWA Academic Board and Council. Raymond has research interest in this area, supported by several Australian Research Council Grants. He lectures in Investment Analysis and Advanced Corporate Finance. He has taught Mergers & Acquisitions and Investments to MBA classes at UWA and Melbourne Business School. He has also presented a behavioural finance unit at the Stern School of Business, New York University. Raymond is a co-author of the first Australian edition of Investments by Bodie, Ariff, Da Silva Rosa, Kane & Marcus (published by McGraw-Hill, June 2007). He is a former President of the Accounting & Finance Association of Australian & New Zealand (AFAANZ) and a member of the Editorial Board of Accounting & Finance Journal, the premier Australian academic journal in its field. In 2018 he was a member of the three-person Independent Panel Reviewing the Economic Regulation Authority (ERA) Draft Rate of Return Guidelines. He is presently a member of the Queensland Competition Authority's (QCA) panel for advice on the appropriate weighted average cost of capital (WACC) for delivery of utility services.

Male

Mr Peter Craig Lanham

Non-Executive Director 29/01/2021

Mr Lanham has almost 40 years' experience in tax, accounting, corporate, and financial advising. He is the founder and Chief Executive Officer of Lanham Financial Advice Pty Limited (Lanhams) who have held an Australian Financial Services Licence since 2000. Peter studied Global Economics at Harvard Business School in 2011.

BCom(Acc),DipFinPlan,CPA,CFP,CertiFinStrategist, Financial advisor Male

Top 20 Shareholders

Director Transactions