Profile
Mr. Aleksey Shevelev is a Senior Analyst at Forager Funds Management Pty Ltd.
He joined the firm in July 2017and is responsible for research and portfolio management.
He is of the classic Forager mould, he loves the under-rated, the undiscovered and an outright bargain.
Before Forager, he was employed by Glennon Capital, Eight Investment Partners Group and Cadence.
In between, he gained valuable experience starting his own funds management venture.
Mr. Shevelev received his Bachelor of Commerce in Finance and Econometrics from the University of Sydney and is both a CFA Charterholder and CAIA Charterholder.
Alex Shevelev active positions
| Companies | Position | Start |
|---|---|---|
Forager Funds Management Pty Ltd.
 Forager Funds Management Pty Ltd. Investment ManagersFinance Forager Funds Management Pty Ltd. (Forager Funds) is an independent asset management firm headquartered in Sydney, Australia. The firm was founded by Greg Hoffman and Steve Johnson in 2009 as Intelligent Investor Funds Pty Ltd. and renamed to Forager in July 2014. Forager Funds manages two shares funds – an Australian Shares Fund and an International Shares Fund. Both funds have concentrated portfolios and aim to be invested in the long term. The Australian Fund is structured as a Listed Investment Trust (LIT) and trades on the ASX. The International Fund is a managed unit trust and is open to new applications. | Analyst-Equity | 2017-06-30 |
Former positions of Alex Shevelev
| Companies | Position | End |
|---|---|---|
Eight Investment Partners Pty Ltd.
 Eight Investment Partners Pty Ltd. Investment ManagersFinance Eight Investment Partners Pty Ltd. (8IP) is an independent fund manager headquartered in Brisbane, Australia. The firm was founded by Kerry Series in 2009. 8IP manages equity portfolios for institutional, sophisticated and retail investors. | Analyst-Equity | - |
Cadence Asset Management Pty Ltd.
 Cadence Asset Management Pty Ltd. Investment ManagersFinance Cadence Asset Management Pty Ltd. is a boutique equity fund manager headquartered in Sydney, Australia. The firm was founded by Karl Siegling and Wayne Davies in 2003 to manage a portfolio based on fundamental and technical analysis, along with a disciplined stock entry/exit strategy. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cadence Asset Management Pty Ltd.
Cadence Asset Management Pty Ltd. Investment ManagersFinance Cadence Asset Management Pty Ltd. is a boutique equity fund manager headquartered in Sydney, Australia. The firm was founded by Karl Siegling and Wayne Davies in 2003 to manage a portfolio based on fundamental and technical analysis, along with a disciplined stock entry/exit strategy. | Finance |
Eight Investment Partners Pty Ltd.
Eight Investment Partners Pty Ltd. Investment ManagersFinance Eight Investment Partners Pty Ltd. (8IP) is an independent fund manager headquartered in Brisbane, Australia. The firm was founded by Kerry Series in 2009. 8IP manages equity portfolios for institutional, sophisticated and retail investors. | Finance |
Forager Funds Management Pty Ltd.
Forager Funds Management Pty Ltd. Investment ManagersFinance Forager Funds Management Pty Ltd. (Forager Funds) is an independent asset management firm headquartered in Sydney, Australia. The firm was founded by Greg Hoffman and Steve Johnson in 2009 as Intelligent Investor Funds Pty Ltd. and renamed to Forager in July 2014. Forager Funds manages two shares funds – an Australian Shares Fund and an International Shares Fund. Both funds have concentrated portfolios and aim to be invested in the long term. The Australian Fund is structured as a Listed Investment Trust (LIT) and trades on the ASX. The International Fund is a managed unit trust and is open to new applications. | Finance |
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