Active equities

Head of Equities and Portfolio Manager, Emerging Companies Fund

Nathan has over 30 years’ experience in Australian financial markets, including 12 years at Perpetual as Deputy Head of Equities where he directly managed over $6.5bn in FUM and 7 years at Ethical Partners Funds Management as founder and portfolio manager, managing $3bn.

He has also had experience as an equity analyst, equities dealer and Head of Institutional Business. His not-for-profit work includes significant fund raising and school Board membership

Portfolio Manager | Australian Shares Fund

Deana is the Portfolio Manager for Australian Ethical’s flagship Australian Shares Fund. Having joined in 2018, Deana brings deep expertise in Australian equities, with particular focus on technology, consumer, and financial sectors.

Her strategic insights and leadership have helped shape the Fund’s investment approach, aligning it with ethical principles while delivering strong financial returns. In 2024, Deana stepped into the role of Portfolio Manager, where she now oversees the management of the Fund. 

Deana also leads governance and voting responsibilities for equity investments, ensuring that Australian Ethical’s active ownership continues to drive positive outcomes across the market.  

Deana’s career spans over 20 years in equity markets. Prior to joining, Deana was at Macquarie, where she held key roles, including Head of ESG Research, Deputy Head of Small Caps and Senior Investment Analyst. She was recognised for her research excellence and stock-picking abilities through Peter Lee surveys and Thomson Reuters Analyst Awards. 

Deana is a CFA charterholder and holds a Bachelor of Commerce from UNSW. Deana was also a finalist in the 2024 Financial Newswire Women in Wealth Awards in the Investment Professional of the Year category. 

Portfolio Manager | High Conviction Fund & Australian Shares Portfolio

Mark is the Portfolio Manager for the High Conviction Fund and the Australian Shares Portfolio (SMA), leveraging nearly 20 years of experience in equity markets across the buy and sell-side.

Since joining Australian Ethical as an equities analyst in 2016, Mark has had responsibility for analyst coverage across a broad range of sectors including technology, media, telecommunications, transport, infrastructure & utilities, agriculture, and materials. In 2000, Mark helped bring the new Australian Shares Portfolio (SMA) to market as the Portfolio Manager, and in 2023 took over portfolio management responsibilities for the High Conviction Fund.

Prior to joining Australian Ethical, Mark spent 10 years as a sell-side equities analyst, originally with ABN AMRO Australia and finally with Morgans Financial Ltd before joining Australian Ethical. Prior to joining ABN AMRO, Mark completed a full-time MBA at the AGSM and holds a Bachelor of Business Administration from Baylor University (Texas, USA), where he also competed as a scholarship athlete on the men's tennis team.