Ashok Jacob has over 33 years investment experience and has served as a Director and as Chief Investment Officer of Ellerston since inception. Ashok has managed the Global Equity Managers (GEMS) strategy that now forms part of Ellerston’s range of funds since 2002.
Ashok has held prominent positions including Chief Executive Officer of the Consolidated Press Holdings group and Managing Director of Thorney Holdings, the investment arm for the Pratt Group.
Ashok is an experienced board member and current appointments include: MRF Ltd, Thorney Opportunities Ltd, Ellerston Global Investments and Ellerston Asian Investments. Previous directorships include Crown Ltd, Publishing and Broadcasting Ltd, Challenger Financial Group Ltd, Fleetwood Holdings Ltd, Ecorp Ltd, CPH Investment Group Ltd, Folkestone Ltd and Snack Foods Ltd. Ashok was also the Chairman of Hoyts Cinemas from 1999 until 2004.
Ashok holds an MBA from the Wharton School of the University of Pennsylvania (1984).
Responsible for leading our investment team, Chris has served as a Director and Portfolio Manager of Ellerston since 2005, and has over 32 years investment experience.
Prior to joining Ellerston, Chris co-founded the Melbourne based Investment Management firm Portfolio Partners in 1994, where he held various positions including Director and Senior Investment Manager and was formerly the Head of Equities until January 2003. It was from that point that he gave up his role to conceive and focus on managing the highly successful Elite Opportunities Concentrated Australian Shares Fund.
Prior to Portfolio Partners, Chris worked as a Senior Portfolio Manager, Deputy Head of Equities and Head of Resources Strategy at County Natwest Australia Investment Management where he was responsible for the management of County’s largest specialist equity mandates.
Chris has a Bachelor of Commerce degree from the University of Melbourne and is a Senior Associate of the Financial Services Institute of Australia.
Brian is the CEO of Ellerston Capital. He was employed by Ellerston in 2008. Brian brings over 24 years of hands on experience of funds management and operations through senior roles with Everest Capital, Zurich Capital Markets Asia and BT Financial Group.
Brian is a qualified Chartered Accountant, an Associate of Finsia and holds a Bachelor of Commerce (Accounting) from the University of New South Wales.
Christopher Hall has over 28 years’ investment experience, having held senior business and investment positions at both large and boutique investment managers over his career.
Before joining Ellerston, he was Managing Director and Senior Portfolio Manager at Blackrock Asset Management in Hong Kong, as well as being a member of the Management Committee overseeing the Asian Fundamental Equities Team with A$35 billion in assets, and co-heading research for the Fundamental Equity Division.
Prior to that, Chris spent over ten years as Senior Investment Officer at Argo Investments Limited, managing the Australian equities team and its A$5 billion in assets.
Before that, he was Senior Investment Manager in Australian Equities at JB Were Investment Management, which he joined after holding a position with that same title at National Asset Management.
Chris holds a Bachelors of Business (Finance) from the University of South Australia, and an MBA from the University of Adelaide.
Arik joined Ellerston in 2014 and is the Portfolio Manager for Ellerston’s listed investment company, Ellerston Global Investments Ltd. Arik has over 25 years financial markets experience with 14 years of global equity investing experience. Prior to joining Ellerston, Arik was a principal of Kira Capital, a private Melbourne based investment management firm with a focus on global equities that he founded in 2005. Previous experience included working at Consolidated Press Holdings and prior to that, Thorney Holdings, which Arik joined in 1996.
In addition to specific investment management experience, Arik has broad investment experience, having also worked in corporate advisory, project and structured finance and merchant banking roles.
Arik has a Bachelor of Banking and Finance degree from Monash University.
Brett joined Ellerston Capital in November 2016 as Head of Global Macro. Brett has worked in the financial services industry for over 28 years with over 26 of these as a fundamental medium term macro trader with only one negative return/benchmark under-performance during this time. Before joining Ellerston, Brett spent over 10 years as Senior Portfolio Manager at Tudor Investment Corporation in both London and Sydney.
Prior to this Brett spent two years contracted to manage capital for Commonwealth Bank of Australia on an absolute return basis.
Brett began his career in 1989 at Bankers Trust as a Futures Broker then Proprietary Trader. Brett transitioned to BT Funds Management Ltd to the position of Executive Vice President, Head of Cash and Cash Enhanced Products and in 1999 commenced management of Intermediate Bond Funds. Brett’s last held position here was Head of Global Sovereign Bonds.
Brett has a Bachelor of Economics degree from the University of Sydney and has been a guest panel speaker at the OECD Business and Finance Outlook Conference and a guest lecturer at the London Business School.
David joined Ellerston Capital as a Dealer in 2008 and transitioned into an analyst role within the Small Caps team. Using this experience, he has progressed to be the portfolio manager of the Australian MicroCaps fund in 2017.
David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role.
David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004.
David joined Ellerston Capital in 2005 and has over 23 years experience in technology and investment markets, as a researcher, analyst and investor. Most recently, David has been the Investment Director for the Ellerston Ventures Fund. In this role David leads the investment process, due diligence and negotiations with investees, as well as reporting to investors.
David is the Chairman of Better Caring, a non-executive director of Intelledox, LiteracyPlanet and Hipages as well as an alternative director for Friendsurance Australia.
Mary is a member of the investment team and is a Portfolio Manager for Ellerston’s listed investment company, Ellerston Asian Investments Ltd. Mary has over 17 years investment management expertise and joined Ellerston in 2012. Mary first worked in Asia in 1997 and has been investing in the region since 2001. Prior to joining Ellerston Capital, Mary worked at Oaktree Capital in New York and Singapore. In Singapore, she was the sole person responsible for financial sector investments for the firm’s Global Emerging Markets Hedge Fund.
Mary also worked as an investment analyst at Soros Fund Management in New York, the investment vehicle of George Soros. She focussed on investments in the financial sector in the US, Asia, including Japan and Europe.
Mary has a PhD in Economics from the University of Sydney, an MBA from Harvard Business School and a Bachelor of Commerce degree from the University Of Calgary, Canada.
Michael joined Ellerston Capital in 2008 and is the lead Portfolio Manager for the Small Companies strategy.
He joined the firm after five years with the Challenger Financial Services Group as Portfolio Manager, Small Companies.
Michael has over 21 years investment experience and holds a BCom (Finance). He is also a CFA Charterholder.
Paul joined Ellerston Capital in 2011 as a Portfolio Manager and has worked in the financial services industry for over 23 years. Prior to joining Ellerston, Paul co-founded Monterrey Investment Management and was the Managing Director and Investment Manager for 10 years, winning an AsiaHedge Fund of the Year nomination in 2005. In 2007 his fund was nominated and won Best Asian Relative Value Fund at the EurekaHedge Masters of Hedge Awards.
Before launching Monterrey, Paul was a Senior Investment Manager at Portfolio Partners (now Antares Capital), co-managing the High Growth Shares Trust – Australia’s first 125/25 fund and one of Portfolio Partners’ most successful products. He was an Investment Analyst at Towers Perrin, Asset Consulting before joining Portfolio Partners.
Paul holds a Masters in Finance from RMIT University, Melbourne and a Bachelor of Electrical Engineering (Honours) from The University of Melbourne, Australia.
Bill Joined Ellerston Capital in November 2015 and has 19 years financial markets experience.
Prior to Ellerston Capital, Bill was an Investment Manager at JGL Investments. At JGL, he managed a listed equity portfolio with a global mandate and absolute return focus.
Prior to JGL Investments, Bill worked as an Investment Analyst at Kira Capital, Senior Research Analyst at QIC and CIO at MMC Asset Management. Bill started his career at UBS Australia as a Senior Research Analyst.
Bill holds a Bachelor of Commerce from Bond University and is a CFA Charterholder.
Alexandra joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience. Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans where she was responsible for in-depth research and analysis on stocks that range from micro to large caps covering the Industrial sector. Alexandra also has extensive experience in IPO and pre-IPO markets where she has built up an extensive knowledge.
Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia.
Stuart formally joined Ellerston in 2018 after serving as a Director of the Company since September 2014 and undertaking consultant work for Ellerston. Stuart has broad experience in investment banking, funds management and alternative investments and has held senior roles at BT Funds Management and Zurich Australia. Stuart is a qualified CA, a Fellow of FINSIA and graduate of the AICD. In addition he holds an MBA from the MGSM.
Andrew joined Ellerston Capital as Head of Distribution in October 2013 and has over 22 years of experience in Funds Management. Andrew is responsible for distribution across our Retail, Private Wealth and Family Office channels, as well as our overseas distribution activities.
Prior to joining Ellerston, Andrew spent over 12 years at Colonial First State as a Strategic and National Account Manager. Before he joined Colonial First State, Andrew spent over five years as a Business Development Manager at Portfolio Partners in Melbourne, which was co-founded by our leading Portfolio Manager Chris Kourtis.
Melinda is Head of Institutional Sales & Client Service. Prior to joining Ellerston in 2018, Melinda worked with the investment team at HESTA on a project to the implement the outcomes of their investment strategy review. Prior to that, she spent 11 years at specialist active investment manager GAM in London working with investment teams as Head of Product Marketing. Melinda began her career at Mercer Investment Consulting in London and Melbourne, before moving to the specialist Investment Management team of management consultancy Mercer Oliver Wyman. Melinda holds a Bachelor of Arts in Economics from Vassar College in Poughkeepsie NY, USA. She is a CFA charterholder.
Samuel joined Ellerston in 2018 bringing over 17 years of experience gained in Distribution, Marketing and Investment Specialist roles. Samuel joined from Arnhem Asset Management where he held the role of Head of Distribution, responsible for leading Arnhem’s institutional, wholesale and retail distribution capabilities following previous roles with Perpetual Investments Asgard Wealth Solutions and Colonial First State.
Simon joined Ellerston in 2015 bringing over 20 years of experience across Distribution and Marketing, Strategy, Change Management and Operational Efficiency in Australia. Simon joined from Colonial First State where he held the role of State Manager, responsible for leading the team and strategy for Sales and Service across NSW following previous roles with Perpetual Investments and ING Australia.
Melissa joined Ellerston in 2016 bringing over 12 years of experience gained in Distribution roles previously held at Magellan Asset Management, UBS Global Asset Management and ING Investment Management. Melissa is responsible for the Investor Relations function for Ellerston’s two Listed Investment Companies and also manages the client service and marketing activity for Ellerston’s direct clients.