Investment management team | CFSGAM

Matthew’s main responsibilities are the management of Australian Equities, Core portfolios, including portfolio management responsibilities across the broader Core team, research and analysis of Australian listed companies, and input into all facets of the investment decision making process. Matthew was promoted to Head of Australian Equities, Core in February 2011.

Matthew has more than 15 years of investment industry experience. Prior to joining Colonial First State in March 2008, Matthew was employed at QED Capital as Portfolio Manager and Senior Analyst. In this role, he was responsible for the management of a sub-portfolio of the QED Absolute Plus Fund, with full discretion to implement and monitor long and short positions in the fund for Australian and international equities.

Prior to this role, Matthew was Executive Director at UBS Securities Australia as a Senior Research Analyst, and previously held a number of investment roles with BT Funds Management over an eight year period.

Marcus joined Colonial First State Global Asset Management in September 2007. 

In his role as Head of Australian Equities, Growth, Marcus is responsible for the management of more than $10 billion in Australian Equities including key leading retail Funds, Imputation Fund and Australian Share Fund.  

Marcus was most recently Managing Director, Head of Equity Capital Markets with Morgan Stanley, Sydney where he led the successful execution of a range of corporate actions, including Initial Public Offerings, rights issues, and the purchase and disposal of strategic holdings for a number of Australian and international companies.  

Marcus has over 15 years experience in the Australian equities markets, including most recently, as the Head of Australian Equities positions at BT Australia and AMP Henderson Asset Management. He has also held senior portfolio manager positions, with McIntosh Asset Management and PP Management. 

Marcus holds a Bachelor of Economics (Accounting).  

Warren is Co-head of Global Fixed Interest and Credit, jointly responsible for the overall management of the Global Fixed Interest and Credit team and process. The 30 member team, which has people located in both Sydney and Hong Kong, manages around $25 billion for Australian and international investors. It also provides credit support for a total of $60 billion in cash, fixed interest and credit. 

Warren’s principal focus is the oversight of strategic processes, in particular duration management and sector allocation in both domestic and global markets. He is the portfolio manager for the Colonial First State Diversified Fixed Interest fund. He joined the business in February 1997 as Head of Fixed Interest for First State Fund Managers. 

Tony is co-head of Global Fixed Interest and Credit, jointly responsible for the overall management of the Fixed Interest and Credit team and process. The 30 member team, which has people located in both Sydney and Hong Kong, manages around $25 billion for Australian and international investors. It provides credit support for a total of $60 billion in cash, fixed interest and credit. 

Tony’s principal focus is the oversight of the Portfolio construction process, as it applies to all the fixed interest portfolios and mandates. He has direct charge of the credit focused portfolios, where the management of credit risk, as opposed to duration risk, is the main source of return. He has also played a significant role in the support and development of Colonial First State Global Asset Management’s Asian fixed interest and credit business. As part of his new role, Mr Adams will continue to directly manage the Global Credit Income Fund. 

Angus has more than 30 years experience in corporate planning and finance roles, joining Stewart Ivory (subsequently bought by First State Investments) in Scotland in 1988. It was here that he established an Asia Pacific/Global Emerging Markets capability, drawing on his three years' experience in Hong Kong as a regional analyst. 

Habib has 20 years industry experience and previously held roles as Head of Small and Mid Cap Research at Credit Suisse Europe and Head of Global Equities at INVESCO Asset Management. 

Peter joined Colonial First State Global Asset Management in January 2007 as Head of Global Infrastructure Securities.  Peter has more than 10 years’ experience in the infrastructure and utilities sectors.  Prior to joining Colonial First State Global Asset Management, Peter was a Director and Head of Infrastructure and Utilities research at Credit Suisse Equities (Australia).  He received top rankings in a number of industry surveys and was involved in a number of company defining corporate transactions.  

As a Vice President at Credit Suisse, Peter also gained experience in the Telecoms and Energy sectors.  Prior to Credit Suisse, Peter was an analyst at Macquarie Equities when the infrastructure sector was in its infancy. Peter holds a Bachelor of Economics (Finance) from Macquarie University. 

Dr Joanne Warner joined Colonial First State Global Asset Management in August 1997 as the back-up Portfolio Manager for the flagship Wholesale Global Resources Fund. She became the prime Portfolio Manager for the internal Statutory Funds in July 2003 and then for a Global Resources mandate in January 2006. Between 2006 and mid-2010 she was the prime Portfolio Manager for all the publicly offered Global Resources long funds in Australia, UK, Singapore, Hong Kong and Japan, before becoming the Head of Global Resources in June 2010.

Joanne has more than 13 years experience as a specialist Global Resources portfolio manager and analyst. She moved into the financial sector with the London based global mining specialist broker, T Hoare & Co, where she spent two years as an analyst before moving to Equitilink as a Fund Manager in the resources sector.

Joanne holds a Bachelor of Applied Science (Applied Chemistry) from the University of Technology, Sydney, where she won the University Medal. She was awarded a Commonwealth Scholarship to study at the University of Oxford where she was awarded a PhD in Solid State Chemistry. In November 2007, she won the Outstanding Achievement Award for Mining Funds Management at the annual Mines and Money Conference, sponsored by the Mining Journal in London. 

Danny was appointed Head of Infrastructure Investment, Europe in November 2007 and reports into Perry Clausen and Christine O'Reilly. Danny has overall responsibility for the European infrastructure business, with a primary focus on origination, execution and management of infrastructure assets, portfolio management and client interface for the European Infrastructure fund and client mandates.

In his prior role he was a Director of RREEF Infrastructure based in London, where he was responsible for fundraising, deal origination and execution and sat on the investment committee for the European business.

Danny has over 13 years of direct infrastructure investment experience as a fiduciary including 3 years at RREEF Infrastructure, a Deutsche Bank Subsidiary, and was a founding member of the AMP Group’s infrastructure team in 1994. 

Angus McNaughton is the Managing Director of Property for Colonial First State Global Asset Management (‘CFSGAM’). The Property division includes listed property, unlisted property and our asset management and development functions. These businesses have responsibility for approximately AUD$18 billion in funds and assets under management.

In his role Angus oversees the performance and strategic direction for all vehicles managed by these businesses and maintains responsibility for driving the long term strategy and performance of the wholesale property business.
With more than 20 years’ experience in the property (asset and development management), capital markets and funds management industries, Angus leads one of Australia’s largest fully integrated property businesses.

Angus has been working with the business for over 17 years, most recently as Head of Wholesale Property Funds, prior to which he worked in Singapore investigating opportunities for the group. Angus was also the Chief Executive of the New Zealand Stock Exchange Top 10 listed Kiwi Income Property Trust (‘KIP’). In 2007, Angus received the Property Institute of New Zealand’s Property Industry Award (sole recipient) and in 2006 he was voted one of the New Zealand Herald’s Top 10 Business Leaders of the Year.

Angus has an honours degree in Management Studies from the University of Waikato, New Zealand 
  

Andrew is the Head of Global Property Securities with overall responsibility for the strategic direction and performance of Colonial First State Global Asset Management’s Australian and global property securities funds. 

Andrew is responsible for the operation management  of the Global Property Securities team. The team manages a number of domestic, Asian and global property securities portfolios for a number of funds. Andrew has more than 20 years experience and has been actively involved in setting up and marketing a range of new funds in the Australian and international markets.  

Andrew joined Colonial First State Global Asset Management in April 2006. Prior to joining CFS, Andrew was an Executive Director with UBS Global Asset Management managing the Australian Property Securities and Global Property Securities funds. He was previously with Deutsche Bank for 10 years in a number of roles including Head of Australian Equity Research and was also on the Deutsche Bank Australian Equities Executive Committee and Deputy Head of Asian Equity Research. In 2001, Andrew commenced research coverage initiation on the Japanese REIT sector. For many years Andrew was a top rated Developers and Contractors analyst in Australia.  His experience includes coverage of a number of property and asset sectors namely; REITs, Insurance, Tourism, Infrastructure and Utilities, Transport and Small capitalisation stocks. In this role, he assisted numerous capital raisings in the REIT and broader industrial market. He has also 4 years direct property industry experience having worked for Delfin (part of Lendlease) and Lensworth (part of Stockland Property Trust). Prior experience consisted of policy and property research for the Victorian State Treasury and a number of years in the agricultural industry managing large scale corporate agricultural properties.