The investment manager
The Investment Manager is responsible for the overall management of the Fund including making investment recommendations to the Advisory Board, as well as ongoing monitoring of the portfolio, with the aim of increasing Unitholder wealth through the performance of the fund.
As Portfolio Manager, James is primarily responsible for managing the investment process for the portfolio of the Emerging Markets Masters Fund.
James works closely with the other members of the funds management team in researching and selecting appropriate funds for investment, as well as driving the Fund’s country exposures.
Prior to joining Walsh & Company James worked at Winterflood Securities, one of London’s leading institutional brokers and market makers and also at KPMG in Sydney for five years in audit and advisory roles. James has a Bachelors of Business from University of Technology Sydney and he is a member of the Institute of Chartered Accountants in Australia.
She has worked solidly to build on her knowledge and experience in finance including portfolio management, investment advisory, financial planning and venture capital.
One of her past positions saw her working in Brazil to manage the assets of one of the country’s wealthiest families.
Renata holds a Master of Commerce degree from Griffith University and a Bachelor of Business Administration.
The Investment Manager has established an Advisory Board to provide it with expert advice and recommendations in relation to portfolio and investment strategy, evaluation of investment opportunities and potential disposals, fund administration and other commercial matters for the Fund.
John left UBS after 24 years of continuous service in 2009, having latterly served as Joint Head of European Prime Broking and COO of Global Cash equities. He was for many years Managing Director and a member of UBS Investment Bank’s Board. In addition to his notable achievements at UBS, John has had substantial regulatory experience, including as a member of the European Securities Markets Expert Group advising the European Commission, where he was Rapporteur (Chair) for the Subcommittees on Non-Equities Market Transparency and Credit Rating Agencies. John has also worked closely over many years with the central bank and regulatory authorities of many Asian countries, such as Korea, Taiwan, India and China, particularly in relation to the opening of their markets to foreign portfolio investment.
John currently holds a range of complementary non-executive roles: he chairs the Advisory Board of ASX-listed Emerging Markets Masters Fund (ASX: EMF), he also chairs the Boards of Asian Masters Fund Limited, KCG Europe Limited (the European arm of NYSE-listed KCG Holdings) and Open Door Capital Management (a Greater China Asset Management Company). Finally, John is non-executive Director of a UK and African payments business, sQuidcard Limited, in which he was a founder investor from 2006 onwards.
John holds a Bachelor of Arts with honours from Oriel College Oxford University, majoring in Philosophy, Politics and Economics.
John has been a member of the Advisory Board since inception, and was appointed Chairman of the Advisory Board in February 2015. He holds no shares in the capital of the Fund.
For eight years he managed his own financial services business in Hong Kong. This provided unique insights and first-hand experience of the changing landscape within the Asia Pacific region, particularly the opening up of China, the rise of Japan and the Asian tigers and the emergence of India.
More recently, David’s influence and activities have extended to Latin America and Eastern Europe, driven by his interest in, and passion for, the economic potential and growing influence of the four BRIC countries. David’s experience includes engaging with companies, investors and businesses in the rapidly growing BRIC countries, and he has addressed audiences of all sizes on investing and doing business with China and the other BRIC countries. He is a President of the Australia China Small to Medium Enterprises (SME) Association, and in 2009, he was awarded the prestigious Australian Thought Leaders “Expert of the Year”.
Max is currently Deputy Chairman of Dixon Advisory Group. He is co-founder & Chairman of the Advisory Board of Walsh & Company. He is also a director of Australian Governance Masters Index Fund Limited and Asian Masters Fund Limited and sits on the advisory board of Emerging Markets Masters Fund and US Select Private Opportunities Fund II.
Prior to this, June held numerous senior roles at HSBC Bank plc, London, where she was Global Head of Emerging Market Equity Distribution from 2004 to 2006 and Head of Strategy Management for two years after that. June previously worked at UBS AG, where she was Managing Director, Head of Global Equity Production, Global Head of Asian Equities and a director of Asian Equity Sales for 12 years. She also has experience at various London-based Asian equity sales firms, gaining early experience at Montagu Loebl Stanley and Partners, Wi Carr Securities and County Natwest Securities between 1983 and 1991.
June is currently a director of ASX-listed Asian Masters Fund Limited (ASX: AUF) and is a partner in a private consultancy business advising asset managers. She was also previously on the board of HSBC Bank Japan, Aquarius Fund, an Asian fixed income fund, Erudine Holdings Ltd, a financial software consultancy firm, and the Shepherds Bush Housing Group.
June holds a Bachelor of Arts (with honours) from Oxford University, majoring in Philosophy, Politics and Economics.