Senior Portfolio Managers
Investors Mutual Limited's (IML) Senior Portfolio Managers are supported by a large and experienced broad-cap investment team, with a combined total of over 100 year’s experience. IML’s investment team is structured by sector responsibility, with a primary analyst and a back-up analyst to ensure depth of coverage.
Anton is the co-manager of the Investors Mutual Australian Share Fund and Portfolio Manager of the Investors Mutual All Industrials Share Fund. In addition, Anton co- manages QV Equities Limited, a Listed Investment Company focused on the ex 20 sector.
Anton established IML in 1998 as a boutique, value style Australian equities fund manager.
Anton joined the funds management industry in 1986. Highlights of Anton’s career include managing all Australian equity portfolios at BNP Investment Management, being the Industrials Director at County Natwest Investment Management and Group Investment Manager at Perpetual where he was responsible for launching and managing Perpetual’s highly successful Industrial Share Fund.
Anton obtained a Bachelor of Arts in Accountancy with Honours from Metropolitan University in London in 1981. 3 years later he qualified as a Chartered Accountant while working at Deloitte’s in London.
Senior Portfolio Manager and Head of Investment Research
Hugh is co-manager of the Investors Mutual Australian Share Fund and is Portfolio Manager of the Investors Mutual Concentrated Australian Share Fund.
Hugh has extensive investment experience in equities. Hugh founded Cannae Capital Partners in 2007 which later merged into IML in early 2010. Hugh and analysts of the Cannae team joined the IML investment team. IML has won several institutional mandates since the merger.
Prior to IML, Hugh worked with the investment team at Orbis Global in London. He moved to Sydney to work for Platinum Asset Management followed by Perennial Value Management, in both instances from early days to material success.
Hugh has an M. Phil Economics from Cambridge, having completed a BCom (Hons) and BSc.
Senior Portfolio Manager- IML Mid & Small Caps
Simon is the portfolio manager for the Investors Mutual Future Leaders Fund, Investors Mutual Smaller Companies Fund and the Investors Mutual Small Caps Fund. In addition, Simon co- manages QV Equities Limited, a Listed Investment Company focused on the ex 20 sector.
Simon joined IML in 1998 as a founding member of the investment team and has been a Senior Portfolio Manager in the small and mid cap sector since 2002.
Prior to IML, Simon was employed as an investment analyst at QBE Insurance Group in 1995 where he was responsible for assisting in the management of the Company’s investment funds across a range of asset classes including equities.
Simon holds a Bachelor or Economics and a Bachelor of Laws from the University of Sydney. Simon is a qualified solicitor and is a Fellow of the Financial Services Institute of Australasia.