Quantitative strategies

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

Head of Quantitative Strategies

Natalie has over two decades of experience in researching and investing in Australian and global equity markets. Most recently, she held the position of Portfolio Manager at Perpetual Limited. Previously, Natalie was Deputy Head of Australian Equities at abrdn Asset Management where she worked for 18 years. At abrdn, Natalie was portfolio manager for the award-winning Small Companies and Sustainable Australian Equities funds.

Prior to this, Natalie worked for Deutsche Bank as an equity research analyst. She has previously held roles at Coca Cola Amatil, NM Rothschild & Sons and Royal & Sun Alliance. She is widely quoted in the press and is an industry panelist.

Natalie holds a Bachelor of Commerce from the University of NSW where she was awarded a Co-op Scholarship. She is a CFA charterholder and holds a CFA Certificate in ESG Investing.

Natalie is a member of the UN PRI Listed Equity Advisory Committee.