Investment Team
Marcus Bogdan
Chief Investment Officer
Richard Colquhoun
Portfolio Manager
Marcus graduated from the University of Melbourne holding undergraduate and graduate qualifications in the Arts, Law, Business and Economics faculties, later receiving a Law Master's degree specialising in Competition and Corporate Law. Marcus is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.
In 1992, Marcus commenced his investment career as a Graduate Research Analyst at McIntosh/Merril...
Richard has more than 24 years experience in financial markets encompassing equities research, advisory, asset allocation and portfolio management. Richard’s experience includes research analyst at Merrill Lynch, institutional equities at Deutsche Bank, portfolio manager at Antares Equities and AMP Capital Investors. Richard has covered industrials and small caps, asset allocation, equity income strategies and long/short strategies. Richard holds a Bachelor of Commerce majoring in Economics from the University of Newcastle.
Yu Li
Research Analyst
Claire Xiao
Research Analyst
Claire supports the investment team conducting company & industry research. Claire’s previous experience includes roles at KPMG and boutique wealth manager Evertang Group. Claire holds Bachelor of Commerce and Master of Finance from the University of Melbourne and is CFA Level III candidate.
Yu supports the investment team conducting company & industry research. Yu's previous experiences in the industry include investment banking, asset allocation, and equity research. Yu holds Bachelor of Commerce (Actuarial Studies and Finance), First Class Honours (H1) in Econometrics from Monash University and partial qualification for Part I of Actuarial Fellowship in Australia.
Sophia Grammenos
Advisory Board
Matthew Clunies-Ross
Investment Committee
Sophia has 20+ years experience in the financial services industry including asset management, wealth advisory and property development & investment. Sophia has worked within start-up environments and large wealth management groups managing in excess of $10bln+ of capital. Sophia has deep experience in developing and implementing growth strategies and bespoke operational frameworks for businesses managing capital on behalf of investors. As a director of financial services companies, Sophia’s responsibilities have included global and domestic capital raising, marketing, operations, investor relations and client service...
Matthew is one of the founding partners and currently the Head of Alternative Funds Management at Artesian Capital Management, which was founded in 2004 with capital from ANZ private equity and the partners. He is also the CIO of the Artesian Australian Corporate Bond Fund and a managing partner of Artesian Venture Partners. Prior to Artesian, Matthew spent 12 years trading global bond and credit product for investment banks including ANZ , HSBC and Macquarie Bank in Australia and the United Kingdom. Mathew has a Bachelor of Economics and a Graduate Diploma of Financial Planning.