Profile
Mr. Tony Sherlock is a Senior Equity Analyst at Morningstar Australasia Pty Ltd.
He joined the firm in 2010 and covers the listed property (REITs) sector across Australia and New Zealand.
Prior to joining Morningstar, Mr. Sherlock was an Equity Research Analyst at Royal Bank of Scotland researching the engineering construction sector and property developers, and before that at Aegis Equities Research as an Equity Research Analyst covering property, infrastructure, and industrials companies.
He worked as Senior Manager – Strategic Investments and Commercial at Westpac Banking
Corporation, as a strategy consultant with Mellon Financial Corporation in New York, and as a Senior Consultant with Price Waterhouse in Melbourne
Mr. Sherlock holds a Master of Business Administration degree from New York University Stern School of Business and a Bachelor of Economics in Accounting and Finance from the Monash University.
He is also a member of the Australian Institute of Chartered Accountants.
Former positions of Tony Sherlock
Companies | Position | End |
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Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Analyst-Equity | 2019-04-30 |
Aegis Equities Research Pty Ltd.
Aegis Equities Research Pty Ltd. Investment ManagersFinance Aegis Equities Research Pty Ltd. (Aegis Equities Research) is the Australian research subsidiary of Morningstar Australasia Pty Ltd., itself a subsidiary of US-based Morningstar, Inc. (ND: MORN). Headquartered in Sydney, the firm provides unbiased and objective fundamental equities research to fund managers, stockbrokers, financial planners, and retail investors. | Analyst-Equity | - |
RBS Equities (Australia) Ltd. | Analyst-Equity | 2010-10-27 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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RBS Equities (Australia) Ltd. | Finance |
Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Finance |
Aegis Equities Research Pty Ltd.
Aegis Equities Research Pty Ltd. Investment ManagersFinance Aegis Equities Research Pty Ltd. (Aegis Equities Research) is the Australian research subsidiary of Morningstar Australasia Pty Ltd., itself a subsidiary of US-based Morningstar, Inc. (ND: MORN). Headquartered in Sydney, the firm provides unbiased and objective fundamental equities research to fund managers, stockbrokers, financial planners, and retail investors. | Finance |
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