The investment team are dedicated in carrying out in-depth company research and portfolio management activities. This provides the Fund with the discipline and focus required to achieve its objectives.
Nitesh Patel
Portfolio Manager / CIO
Originally from the UK, Nitesh has over 20 years experience investing in global equities. He has spent his entire career in fund management, started as an analyst in London for F&C Asset Management (now part of BMO Global Asset Management) in 1997. He subsequently held portfolio management roles for 3i Group Plc, Sandell Asset Management and Compass Asset Management working in Europe and Asia. His previous role was Portfolio Manager for Insync Funds Management in Sydney.
Nitesh has managed a variety of fund strategies and his focus is on stock picking and risk management. In particular, managing portfolios that are able to protect against large falls in asset prices.
He holds a Bachelor of Science (Hons) in Mathematics & Computing from University of London, a Master of Science (Econ) from the London School of Economics and is an Associate of CFA UK (ASIP).
Samuel Leung
Equity Analyst
Samuel joined the firm in 2020 as an equity analyst.
He holds a Bachelor of Business Administration (Law) degree and a Bachelor of Laws degree from University of Hong Kong, as well as a Master of Commerce (Finance) degree from University of New South Wales graduating with High Distinction average.
In his spare time, he enjoys reading financial news and analysing companies and industry trends. He is currently working towards his Chartered Financial Analyst (CFA) Level III qualification.
Investment Advisory Board
Ken Bloomfield
Principal, Financial Clarity
B Com from University of Western Australia and Certified Financial Planner. Over 30 years experience in financial advisory and investment management over this period. Ken’s in-depth experience centres around financial and macro-economic analysis.
Sulieman Ravell
Principal, Wealth Focus
BEng (Hons) Engineering, University of Birmingham, Advanced Financial Planning Certificate UK, Advanced Diploma in Financial Planning. Over 21 years experience in financial markets specialising in asset allocation and risk management. Sulieman pioneered technology platforms for direct investment markets in the UK and Australia.
Ben Brophy
Founder/CEO Upwire
Bachelor of Economics (BEc) International Economics and Finance. Founder/CEO Upwire. A successful technology platform addressing the needs of large technology businesses across the globe. Over 5 years experience Investment Banking covering technology businesses.