L 10, 6 O’Connell Street,

Sydney NSW 2000

Telephone

02 8256 2888
ASAM was founded in 2003 & comprises high calibre individuals working in a performance-oriented environment.
16th December 2017

L 10, 6 O’Connell Street,

Sydney NSW 2000

Telephone

02 8256 2888

Our People

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Stephen Atkinson

Director & Portfolio Manager

Stephen joined Adam Smith in 2008 as a Director and Portfolio Manager.  Stephen’s experience covers more than 20 years in funds management across Australian Equities, Property and Emerging Markets.  Prior to Adam Smith, Stephen was the Co-Head of Small Companies at MMC Asset Management, Credit Suisse Asset Management and Deutsche Asset Management.

B Bus, M App Fin 

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Peter Mouatt

Non-Executive Director

Peter founded Adam Smith in 2003.  Peter has over 30 years experience in the Australian financial services industry, analysing companies and managing Australian share portfolios.  He was formerly Head of Australian Equities at ING Investment Management and Head of Active Australian Equities at Macquarie Funds Management.

BA, B Com, MBA, FFin

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Paul Sampson

Non-Executive Director

Paul has over 30 years of experience in life insurance, wealth management and funds management.  He was previously CEO of AXA Life Insurance Co. Japan, Non-Executive Director of AXA Asia Pacific Holdings, Chairman of National Mutual Funds Management and Chairman of ACE Australia Ltd.  Currently Paul chairs NobleOak Life Ltd and is a Non-Executive Director of SouthPeak Investment Management.

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Tim Binsted

Investment Analyst

Tim joined Adam Smith in 2016. Prior to joining Adam Smith, Tim worked as a financial journalist at The Australian Financial Review covering a range of sectors including healthcare, agribusinesses and manufacturing. Tim has completed all three levels of the CFA® program.

BA (Hons)

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Garth Francis

Investment Analyst & Business Manager

Garth joined Adam Smith in 2012.  Prior to joining Adam Smith Garth was with Moore Stephens in both Sydney and Cape Town in an audit capacity.  During his time in audit Garth covered a number of industries including retail, pharmaceuticals, financial services, manufacturing and engineering.  Garth is a Chartered Accountant and a CFA® charterholder.

B Com, HDipAcc, CA(SA), CFA

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Shawn Lee

Investment Analyst

Shawn joined Adam Smith in 2015. Prior to joining Adam Smith, Shawn was an associate equity analyst at CIMB covering Australian small/mid caps. Prior to CIMB, Shawn worked in the transaction advisory division of PwC where he gained experience in mergers and acquisitions and government privatisations. Shawn also held previous roles with Dimensional Fund Advisors and RBS. Shawn is a CFA®charterholder.

BSc (Hons), M Com, ACCA, CFA

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Brendan Burgess

Portfolio Manager

Brendan joined Adam Smith in 2017 as a Portfolio Manager.  Brendan’s experience covers more than 20 years in funds management across South Africa and Australia.  Brendan previously managed portfolios in Australia at Tangent Value Investors and MMC Asset Management. In South Africa Brendan worked at Absa Asset Management, Velocity Asset Management and Old Mutual Asset Managers.

B BusSc, B Com (Hons)

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