Dion Hershan

Provides portfolio management services

Yarra Capital Management is dedicated to delivering superior, repeatable investment returns for their investors. The firm's portfolios are built around high-conviction ideas drawn from their own fundamental, proprietary research. They have robust investment processes and a rigorous risk management and compliance infrastructure. In addition, they place a strong emphasis on environmental, social and governance (ESG) issues, which form a mainstream part of their research process and risk analysis and are considered to varying degrees across all of their investment strategies.

Citadel Advisors employs, for the benefit of the funds, proprietary investment strategies based upon fundamental research as well as on quantitative analysis. The firm invests in the global public equity, fixed-income, credit and options markets.

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

UBS AM Australia is an active manager which aims to deliver outcome orientated investment solutions for clients, underpinned by a team-based approach and disciplined risk management. The firm combines a disciplined investment philosophy, fundamental research, rigorous risk management and a diversified investment offering to construct portfolios. They offer extensive insight and expertise across traditional, alternative and passive strategies.

YFM has an active and independent approach in which their portfolios are built around high-conviction ideas drawn from their own fundamental, proprietary research. The firm’s teams collaborate daily to gain insights across both the equities and fixed income markets.

GSAM Australia is an active, value-based, medium- to long-term manager which performs fundamental research and follows a bottom-up approach to select securities. The firm's equity investments team invests in companies which they believe are undervalued by the market, performing an intrinsic value assessment to evaluate industry outlook and competitive company position and make a prospective cash flow forecast. Their analysis considers factors including balance sheet quality, management quality, corporate governance, barriers to entry, market growth rates, pricing power, earnings sustainability and capital expenditure requirements.