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CFS FC W PSup-Stewart Inv Ww Ldrs Sus (LP65001421)
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4.416
-0.011
-0.25%
26/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 155.54M
CFS FC W PSup-CFS W Worldwide Leaders
4.416
-0.011
-0.25%
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LP65001421 Overview
On this page you'll find an in-depth profile of CFS FC W PSup-Stewart Inv Ww Ldrs Sus. Learn about the key management, total assets, investment strategy and contact information of LP65001421 among other information.
Contact Information
Address
South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Sydney,NSW 2001
Australia
Phone
13 13 36
Fax
+61 02 9303 3200
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jonas Palmqvist | - | 2025 | Now |
| Biography | "Jonas’s focus is on Healthcare,Utilities and Materials sectors as well as portfolio construction oversight. Jonas joined Alphinity in 2015. Prior to joining Alphinity, Jonas was a Senior Portfolio Manager / Analyst at AMP Capital in Sydney, Australia, He was responsible for managing the Core Equity portfolios in the Australian Fundamental Equities team from 2011-2015, as well as covering the Australian bank sector as an equity analyst. Prior to that, Jonas worked from 2003-2010 at Swedbank Robur Asset Management in Stockholm, Sweden, managing international as well as domestic equity portfolios, and covering US and European stocks across the consumer and industrials sectors. Previously, Jonas worked at Merrill Lynch in London, UK as an equity analyst covering European media stocks. He started his career with Swedbank Markets in Sweden in 1996 as an equity analyst, covering sectors ranging from banks, industrials, property and media. He holds a Master’s degree in Finance from the University of Gothenburg School of Business, Economics and Law." | ||
| Jeff Thomson | Portfolio Manager | 2025 | Now |
| Biography | "Jeff’s focus is on Financials, Property and Consumer Staples sectors, as well as portfolio construction oversight. Jeff joined Alphinity in 2015. Prior to joining Alphinity, Jeff worked as a global fund manager at K2 Asset Management in Melbourne from 2011-2015. Previously he worked at Thames River Capital in London (2003-2010) as a fund manager in the European team, managing absolute and long only equity portfolios, and Coronation Fund Managers in Dublin and London (2000-2003), again on the European equity team as an analyst/fund manager. Jeff began his career in financial services as a general industrial analyst at Deutsche Bank Securities (1996-2000) focusing on the chemical, healthcare and media sectors. He qualified as a Chartered Accountant at Ernst & Young in Johannesburg, South Africa and is also a Chartered Financial Analyst (CFA)." | ||
| Chris Willcocks | - | 2025 | Now |
| Biography | "Chris joined Alphinity as a Portfolio Manager in February 2022 and is responsible for the Industrials sector. He has over 15 years’ experience of international equity markets working at Citi, having been based in Singapore, Hong Kong and Sydney. During the most recent six years, Chris has been Director and Head of International Equity Sales, APAC (based in Sydney). He graduated from the University of New South Wales with a Bachelor Commerce (Finance) and Bachelor Science (Biotechnology)" | ||
| Trent Masters | - | 2025 | Now |
| Biography | "Trent joined Alphinity in April 2021, having previously managed the Global Evolution Capital fund, a global absolute return fund built around key growth themes and industrial evolutionary trends. Prior to that, Trent spent over a decade at CFSGAM, primarily as a Senior Analyst covering a number of sectors, and also as a Portfolio Manager of the Global Long Short, hedge fund of funds. Trent has a Bachelor of Engineering (Civil Engineering) from the University of Sydney, and a Graduate Diploma in Applied Finance." | ||
| Nick Edgerton | - | 2025 | 2025 |
| Biography | Nick is responsible for generating investment ideas for the Stewart Investors Sustainable Funds group across all sectors in emerging and developed markets. He joined the team in April 2012 following two years in the First State Investments group. Nick previously worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics. Nick holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh. | ||
| Lorna Logan | - | 2025 | 2025 |
| David Gait | Lead Portfolio Manager | 2019 | 2025 |
| Biography | David Gait is Head of the Stewart Investors Investment Team and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is Lead Manager of the Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. | ||
| Sashi Reddy | - | 2016 | 2025 |
| Biography | Sashi Reddy is a Portfolio Manager with the Sustainable Funds Group at Stewart Investors. He joined the team in August 2007. Sashi is lead manager of the Worldwide Leaders Sustainability strategy and the Indian Subcontinent Sustainability strategy. Previously, he worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto. | ||
| Nick Edgerton | - | 2010 | 2019 |
| Biography | Nick is responsible for generating investment ideas for the Stewart Investors Sustainable Funds group across all sectors in emerging and developed markets. He joined the team in April 2012 following two years in the First State Investments group. Nick previously worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics. Nick holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh. | ||
| Stephen Deane | Portfolio Manager | 2014 | 2015 |
| Biography | Prior to Skerryvore, Stephen was a portfolio manager within the Janus Henderson Global Emerging Markets Equities team from 2016 to 2019. Stephen started his investment career in 2008 working as an investment analyst at First State Stewart (formerly First State Investments) before becoming co-manager on their global equity funds. He started his career with Accenture, where he worked on developing strategy for clients primarily in the technology, media and telecommunications industries. Stephen holds a BA(Hons) degree in psychology from Trinity College, Dublin and an executive MBA from INSEAD, Paris. | ||
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