Global Value Investors Limited

Roy Chen

Head of Investments, Managing Director
With an engineering background, Roy has over 25 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 - Senior Equities Analyst
Australian born, Matt has over 11 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

Senior 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 8 years of investment experience where he was concurrently working as an analyst for a private investor group.

Daniel Fitzgerald

Senior Equities Analyst
Daniel has over 8 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.

Stephen Arnold

Senior Equities Analyst
Stephen is a passionate equity investor with 18 years of global buy-side experience as an analyst and portfolio manager with a strong fundamental, benchmark-agnostic, bottom-up approach to investing. Stephen has a Bachelor of Business with majors in Finance and Marketing from the University of Technology, Sydney and is a Candidate for CFA Level III.

Stephen started his career with Bankers Trust in Sydney, Australia in 1991 as an analyst of Australian equities after which he moved to join Kerr Nielson at Platinum Asset Management in 1993. After four years, Stephen joined First State Fund Management as the analyst for European equities and later moved to London as the investment team moved its Sydney operations to the UK. During the subsequent ten years in London, Stephen also worked for Sarasin Investment Management as Head of Global Equity Research and in the last five years with Goldman Sachs Asset Management (GSAM). At GSAM, Stephen was a Managing Director and portfolio manager of a concentrated global equity portfolio which he helped build from US$700m to $3.5bn in assets and generate strong portfolio out-performance.

Ayush Srivastava

Research Associate
Ayush commenced his career in the industry with an accounting cadetship with ING Funds Management in 2001 and subsequently left to pursue a role investment management. After brief stints as portfolio accountant and portfolio analyst at State Street and JP Morgan, Ayush joined GVI in 2005 in an investment support role providing trading, reporting and portfolio admin support to the investment team and later became part of the investment team in 2007 in the role of research associate.

Ayush's current responsibilities include providing stock and industry level research and modeling support to the senior analysts across the GVI investment universe as well as assisting with the currency hedging responsibilities. Ayush holds a Dip of Financial Markets as well as a Graduate Diploma in Applied Finance & Investments from FINSIA and is a candidate for the 2009 Level 3 CFA Exam.

Business

William Tomac

General Manager - Distribution & Marketing
William has over 15 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.