Credentials: BCom, MBA, CFA
Jon manages the equities team and is responsible for the domestic and international portfolios. This includes overseeing stock selection, sector/country allocation, risk management, and implementation of our Ethical Investment Policy for the portfolios. He has over 15 years' experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management. Jon holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.
Ethical investing helps make the world will be a better place for future generations. We look to avoid companies that are harmful to society and the environment, as well as targeting those that have a positive impact. We also make a difference through active engagement and proxy voting that can directly impact the actions of companies.