Our mission
Our mission is to cultivate lasting client relationships by delivering exceptional service, trusted guidance, and creating value through our deep market expertise and extensive industry connections.
Choose high quality companies with a competitive advantage at a reasonable price
Seek medium term capital generation and capital preservation
Use a stringent rules-based framework for portfolio construction, we seek to maximise long term investment performance while managing risk
Diversify our investments across sectors, asset classes and countries as determined by our proprietary macro-economic research.
Our values
Client-CentredRelationships
We prioritise building and maintaining long-term partnerships with our clients, ensuring their needs are at the heart of everything we do.
EfficientService
We deliver solutions with speed and precision, ensuring efficiency without compromising quality.
TrustedExpertise
Our clients rely on us for sound advice, grounded in years of experience and deep industry knowledge.
ValueCreation
Through our extensive market insights and industry networks, we continuously seek to add meaningful value to our clients’ businesses.
Meet the team
Anthony Cay
CFA, Portfolio Manager
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Anthony has had a distinguished career spanning over 26 years in Australian equities, having dedicated 24 years of this journey to Perpetual Investments. Anthony was the PM for the Perpetual Industrial Share Fund. Over a span of seven years in this pivotal role, he not only demonstrated exceptional portfolio management skills but also played a pivotal role in identifying high-quality investment opportunities around the world.
Jules Burnicle
Investment Advisor/Director
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With over 25 years’ experience in the Financial Services sector, Jules brings a wealth of expertise to her role. Having held Senior Advisor positions at Macquarie Bank, Bell Potter and Lonsec, Jules played a pivotal role in equities advice and execution for Financial Planners and intermediaries. Jules has a deep understanding of financial market dynamics enabling her to navigate complex investment scenarios with confidence.
Geoff Beeston
Investment Advisor/Director
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With over 25 years’ experience in the Financial Services sector, Geoff’s extensive expertise is underpinned by a Masters of Applied Finance and a Bachelor of Agricultural Economics. Geoff has held Senior Advisor positions at Commonwealth Bank, Bell Potter and Lonsec. Geoff was a familiar face on ABC’s Lateline Business program for a number of years, where his appearances provided audiences with valuable perspectives on market trends and investment strategies.
Paul Hopgood
Investment Analyst
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Paul began his career in the Engineering and Construction sector with a background in contracts estimation and costs modelling. His hands-on experience equipped him with a meticulous attention to detail, strategic thinking, and an unwavering commitment to delivering exceptional results. Paul holds a Bachelor of Business, majoring in Finance. Paul brings an analytical mind and genuine enthusiasm for Finance to the team.
