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
Patrick joined Adam Smith in 2014. Prior to joining Adam Smith Patrick was with BT Investment Management as an investment analyst within the Smaller Companies Team. He joined BT Investment Management in 2005 as a graduate before moving into the Smaller Companies team as an investment analyst across both Small Companies and MicroCap products. Patrick is a CFA® charterholder.
B Com (Hons), CFA
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
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
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
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.