Global Value Investors Limited

Roy Chen

Head of Investments - Senior Portfolio Manager
With an engineering background, Roy has over 20 years experience in investment markets. Having worked in Australia and various countries in Asia, his experience includes being the Global Portfolio Manager for Primasia Investment Management. In the 3 years prior to the launch of GVI Roy has worked closely with IML and the Treasury Group to ensure a cross fertilisation of ideas, philosophy and approach to global equities.

Matthew Saddington

Portfolio Manager - Equities Analyst
Australian born, Matt has over 9 years of investment experience and spent most of his former years overseas. Matt has a Bachelor of Business Administration with a concentration in Finance at Bishop’s University and a Masters of Business Administration at McGill University, both schools located in Quebec, Canada.

Matt commenced his career with Sceptre Investment Counsel, the fifth largest institutional management house located in Toronto, Ontario with over C$20 billion in total FUM, as Research Associate and later as an Equities Analyst. He later joined The Boston Company Asset Management as an International Equities Analyst where the International FUM grew from US$3b to over US$30b in 3 years. Matt has returned to Australia in order to be closer to his family and aims to repeat his overseas success at GVI.

Matthew Hegarty

Equities Analyst
With a Bachelor of Arts and Bachelor of Laws degrees from Macquarie University, Matt has a strong legal and structured finance background.

In early 2003, Matthew joined the Commonwealth Bank of Australia working in Corporate Finance within Structured and Asset Finance with a focus on infrastructure assets. He worked on a range of different transactions which included Qantas Airways Limited, BHP Billiton Limited and the Victorian Government. Matt has over 7 years of investment experience where he was concurrently working as an analyst for a private investor group.

Daniel Fitzgerald

Equities Analyst
Daniel has over 7 years of investment experience both in Australia and Europe. Daniel holds a Bachelor Commerce degree from the University of Tasmania, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and holds his Chartered Financial Analyst (CFA) designation from the CFA Institute.

Daniel worked as an Equity Analyst with Citigroup Asset Management for over 3 years before leaving Australia to work in Europe in 2003. In Europe, he joined Investors Group, one of Canada's largest mutual funds, where he worked for just under 4 years as a Senior Analyst / Portfolio Manager covering various European sectors, including Energy, Basic Resources and Utilities. In addition to his analyst coverage, he also managed the energy component of the European Growth fund as well as co-managing the Global Natural Resources fund.

Business

William Tomac

Business Manager
William has over 13 years experience in the Securities Industry. He commenced his career with JB Were & Son and later joined NBC (Noble Lowndes, Mercers) as research analyst asset consulting to institutional investors. After 5 years overseas in UK and Italy in commercial roles, William returned to Australia and joined Lifespan Financial Planning Pty Ltd where he was Research and General Manager.

William's background and experience provides GVI Limited with the appropriate knowledge and understanding of funds management operations, compliance, administration platforms and the dynamics associated with product manufacture and distribution.