Portfolio Manager, Emerging Companies and Australian Shares
Andy assumed full portfolio management responsibility for the Australian Shares Fund in April 2008, although he has been responsible for the small cap component of the Trust since August 2006, while joining Australian Ethical in December 2004.
Andy has worked in investment management for over 20 years commencing his career at Colonial Mutual NZ as a research analyst and then a domestic equity analyst. He then spent over two years in the UK working for Friends Provident Asset Management before returning to work at ANZ Funds Management (NZ) as a Portfolio Manager. In 2002 he spent over a year at Fidelity Australia in an account management position for the wholesale fund manager before setting up his own Australian Financial Services licensed equities research business undertaking research services for a number of ASX listed companies and institutional investors.
Andy graduated from Massey University with a Bachelor of Business Studies (Economics and Finance with an honours degree in Finance) in 1991.