Investors Mutual's (IML) 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 Investors Mutual's Australian Share, Equity Income and Private Portfolio Funds. 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 of 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.
Daniel joined IML in 2010 and has been managing a growing portion of the Investors Mutual Australian Share Fund since 2013. He also co-manages the large-cap research team.
Daniel joined Cannae Capital Partners in 2007, a start-up boutique Australian Equities Fund led by Hugh Giddy as an Equities Analyst, which merged with IML in 2010. Prior to his role as an Equities Analyst, Daniel was part of the BT Australian Equities team where he was responsible for coverage of Healthcare and REITs.
Daniel holds a Bachelor of Commerce from the University of Sydney and is a CFA Charter Holder.
Michael joined IML in 2010 and is co-portfolio manager of both the Investors Mutual All Industrials Share Fund and the Investors Mutual Equity Income Fund. Michael continues to oversee the Financials Sector.
Michael became an Equities Analyst with boutique firm Cannae Capital Partners in 2008, which was later merged into IML in 2010. His sector responsibilities have included banks, insurance, diversified financials, media, discretionary retail, food and beverage and information technology. Prior to his role as an Equities Analyst, Michael was as an Actuary with the Commonwealth Treasury.
Michael holds a PhD in Finance from UQ, along with a Bachelor of Laws and Bachelor of Actuarial Studies with First Class Honours and a University Medal from ANU. Michael has been a Fellow of the Actuaries Institute since 2007 was a Director on the Institute’s Board from 2008-2018. Michael also holds the position of Adjunct Associate Professor of Actuarial Sciences at Bond University and has published several papers in international journals including Journal of Portfolio Management and Journal of Futures Markets.
Tuan joined IML in March 2017 as co-portfolio manager for the Investors Mutual Equity Income Fund. Tuan also co-manages the Investors Mutual Private Portfolio Fund which was established in July 2018.
Prior to IML, Tuan worked as a proprietary equities trader specialising in options, event-driven and relative-value trading with Credit Suisse Australia and Gelber Australia from 2012 to 2016. Prior to this, Tuan worked for Macquarie Funds Group as a founding Senior Portfolio Manager in the MQ specialist funds unit where he worked for over 10 years. He established and managed the MQ Special Events Fund and the MQ Equity Income Fund.
Tuan holds a Master of Applied Finance and a Bachelor of Science from Macquarie University. He is a Senior Associate of the Financial Services Institute of Australasia and Statistical Society of Australia.
Marc joined IML in 2016 and assists in the portfolio management of the Investors Mutual Future Leaders Fund, Investors Mutual Smaller Companies Fund and the Investors Mutual Small Caps Fund. Marc also runs a portion of the Investors Mutual Future Leaders Fund assisting Simon Conn with this Fund. Marc is also responsible for analysing various small cap sectors including the Health Care, Consumer Staples and Industrials sectors. Marc also works with Anton Tagliaferro and Tuan Luu on small cap opportunities for the Investors Mutual Private Portfolio Fund.
Prior to IML, Marc worked for 6 years as a Portfolio Manager at Milford Asset Management and has been working in Australian equities since he commenced his career in 1999.
Marc is a CFA Charterholder and is a member of the CFA Society of Sydney. Marc holds a Bachelor of Commerce with Honours from the University of Sydney and Bachelor of Laws from the University of Sydney and Bachelor of Laws from the University of Sydney.
Equities Analyst and Portfolio Manager
Lucas Goode is an equities analyst and one of the portfolio managers for the Investors Mutual Australian Smaller Companies Fund. Lucas joined IML in June 2018 after spending seven years as a research analyst at Credit Suisse, stocks in the technology, media and telecommunications sectors. Prior to Credit Suisse, Lucas worked in corporate finance for PricewaterhouseCoopers in Sydney and London after beginning his career in a graduate role at European private equity firm Candover Investments.
Originally from Adelaide, Lucas has spent significant time abroad, attending high school in Houston, Texas, and spending six years in the United Kingdom. Lucas holds a Masters of Engineering with Business Finance from the University of Southampton.
Portfolio Manager and Head of ESG
Tim Wood is a co-portfolio manager for the Investors Mutual All Industrials Share Fund and Head of ESG. Tim also has research coverage of Resources, Energy, Transport and Consumer Staples.
Tim has worked in equity research since 2008 and in financial services since 2002. He joined Investors Mutual in 2019 from JP Morgan Asset Management and has worked in Melbourne, London and Hong Kong while covering Australian and international markets. He has a Bachelor of Business (Financial Planning) from RMIT and is a CFA Charter Holder.