Because we own the business, we go the extra mile
We’re one of the largest and most experienced Australian Equity investment teams, having worked together at Tyndall for an average of 15 years. We have a 50:50 joint venture with the business, which ensures an alignment of interests and fosters a strong performance culture. Each analyst covers 15 –20 stocks and shares coverage with at least one other analyst. This approach provides diversity of opinions and rigorous peer review, which ultimately leads to superior customer outcomes and a stable and motivated team.

Brad Potter
Brad has over 31 years’ experience in investment management. He manages the Australian equities team, process and portfolios. Prior to joining Tyndall, he was a Director at Westpac, a Senior Resource Analyst with Ord Minnett and was a geologist in his early career.
.....
Co-portfolio manager: Tyndall Australian Share Wholesale Strategy and Tyndall AM CVA Plus Strategy
Sector coverage: Banks

Tim Johnston
Deputy Head of Australian Equities
B Economics, CA, CFA
Tim has over 26 years’ experience in investment management and accounting. He is responsible for investment research, and the operational management of the Australian equities team. Prior to joining Tyndall, Tim worked as a Chartered Accountant providing reporting, tax and general business services.
.....
Co-portfolio manager: Tyndall Australian Share Concentrated Strategy
Sector coverage: Healthcare, Energy

Jason Kim
Portfolio Manager & Senior Analyst
B Economics, M Economics, F. Fin, FIAA (Fellow of the Institute of Actuaries of Australia)
Jason has over 28 years’ experience in investment management. Prior to joining Tyndall, Jason worked with ASSIRT and Deutsche Funds Management as an analyst and portfolio manager focusing on strategic asset allocation, managed funds research and risk control.
.....
Co-portfolio manager: Tyndall Australian Share Wholesale Strategy and Tyndall CVA Plus Strategy
Sector coverage: Insurance

Malcolm Whitten
Portfolio Manager
B Business, Graduate Diploma of Applied Finance & Investment (SIA), CFA
Malcolm has over 29 years’ experience in investment management. He is responsible for preparing portfolio construction, risk exposure reports and participating in the peer equity research review process. Prior to joining Tyndall Malcolm was an equity derivatives research analyst for James Capel Australia (a subsidiary of HSBC).
.....
Co-portfolio manager: Tyndall Australian Share Income Strategy Equity dealer

Michael Ward
Senior Research Analyst
B Business & B Laws, Graduate Diploma of Applied Finance & Investment (SIA)
Michael has over 22 years’ experience in equity analysis. Prior to joining Tyndall, Michael was Executive Director – Equities Research at Commonwealth Bank of Australia. Previously, Michael held Equities Research roles at Morgan Stanley, Credit Suisse, and PricewaterhouseCoopers.
.....
Sector coverage: Basic Materials, Miscellaneous Industrials, and Contractors.

Craig Young
Senior Research Analyst
B Economics, CPA, M Applied Finance
Craig has over 27 years’ experience in investment management and accounting. Prior to joining Tyndall AM, Craig was a Graduate Accountant with Hong Kong Bank before becoming an investment analyst with Tyndall.
.....
Sector coverage: Banks, Retail, Food & Beverage, Telecommunications

James Nguyen
Portfolio Manager & Senior Analyst
B Commerce (Hons)/B Law; MA Economics (Hons)
James has over 19 years’ experience in investment management. Prior to joining Tyndall, James was an Equity Analyst and Portfolio Manager at DVA Capital specializing in Asian equities, an Asset Consultant with JANA Investment Advisers and a Risk Analyst with Deloitte Australia.
.....
Portfolio manager: Tyndall Australian Share ex-20 Strategy
Sector coverage: Diversified Financials, Gaming, Utilities & Infrastructure

Stefan Hansen
Senior Research Analyst
B Science (Hons), Graduate Diploma of Applied Finance & Investment (SIA)
Stefan has over 12 years’ experience in equity analysis and 8 years’ experience within the Petroleum and Chemical industries. Prior to joining Tyndall, Stefan was a Vice President at Morgan Stanley. Previously, he held Equities Research roles at Austock, and Aegis Equities research.
.....
Sector coverage: Mining, Energy

Michael Maughan
Portfolio Manager & Senior Analyst
B Commerce, CA
Michael has over 22 years’ experience in investment management. Prior to joining Tyndall, Michael was a research analyst with BNP Paribas and then an analyst and portfolio manager with Gartmore Investment Management.
.....
Co-portfolio manager: Tyndall Australian Share Income Strategy
Sector coverage: Media, Telecommunications, Transportation/Logistics

Vincent Li
Research Analyst
B Commerce/Economics, CFA
Vincent has over 5 years’ experience in equity analysis and supports the team with database management, quant modelling and risk reports for the Australian equity portfolios. Prior to joining Tyndall AM, Vincent worked for Suncorp and Towers Watson.
.....
Sector coverage: A-REITs, Industrials, Agriculture

David Thoms
Equity Dealer
Graduate Diploma of Applied Finance & Investment (SIA)
David has over 16 years’ experience in investment management. He is responsible for implementing the execution of equity and derivatives trading across the Australian equity portfolios. Prior to joining Tyndall, David held equity dealing roles at Bennelong Asset Management and Perpetual Investments.
.....
Equity dealer

Rob Bluzmanis
Email: [email protected]
Call: +61 (0)2 8072 6380
Rob is responsible for the sales strategy and management of Yarra Capital Management’s Institutional and Intermediary Sales and Client Service team, and is a member of the Senior Management team.
Rob has over 20 years’ experience in asset management sales joining Yarra in April 2021, having previously been Head of Distribution at Nikko AM for the last six years. He has also held senior management roles as a Director at Blackrock Australia.
.....

Nick is responsible for developing relationships and bringing investment solutions to the Firm’s advisory and institutional clients.
Nick previously spent five years with Goldman Sachs Asset Management as a Key Account Manager, responsible for leading the Australian sales team and developing business relationships with key accounts, dealer groups and platforms nationally and advisers within Victoria, Tasmania and Western Australia.
.....

Rommel is responsible for servicing the retail market, focusing onNational Dealer Groups, Platforms, Retail Investment Consultants and IFAs.
Rommel has more than 25 years’ industry experience. He previously spent almost 20 years with Challenger, where he helped develop, manage and implement the retail distribution strategy for more than 20 institutional groups and 200 IFA’s for Challenger Life and the Fidante Boutiques. Before joining Challenger in 2000, Rommel held roles with Citi, Associated Planners and National Mutual.
.....

Tracy is responsible for responsible for building and maintaining the Firm’s Retail Researcher relationships.
Tracy joined Yarra Capital Management in August 2020. She has more than 20 years’ experience in the financial services industry, having previously worked at many large and successful Australian financial services organisations.
.....

Lisa Walker
Senior Institutional Client Relationship Manager
Email: [email protected]
Call: +61 (0)2 8072 6392
Lisa joined Yarra Capital Management in April 2021, having been with Nikko Asset Management for the last four years.
Lisa has over 20 years’ experience in asset management. She was previously a Client Relationship Manager at Franklin Templeton and Client Relationship Manager at GMO Australia Limited, with a focus on institutional clients, and is a past Senior Asset Management Client Relationship Manager at Barclays Global Investors.
.....

Simone Conacher
Institutional Client Relationship Manager
Email: [email protected]
Call: +61 (0)2 8381 4644
Simone is responsible for the servicing, onboarding and management of the Firm’s institutional client base.
Simone previously spent five years with Goldman Sachs Asset Management within the Institutional team as Client Relationship Manager for Institutional clients across all asset classes.
Simone holds a Bachelor of Commerce from the University of Sydney where she also was awarded a Sydney University Blue. Simone is a current MBA candidate at Macquarie Graduate School of Management.
.....

Vads is responsible for supporting Yarra Capital Management’s clients.
She previously spent four years within Nikko Asset Management’s Distribution team as a Distribution Associate, servicing Retail Clients and Research Houses across all asset classes.
.....

Damien is part of Yarra Capital Management’s Distribution Team, where he is focused on the intermediary market across NSW, ACT and QLD.
He previously worked at Lonsec as a BDM, where he distributed its managed accounts and consulting services to the advice market.
Damien holds a Bachelor of Laws/ Bachelor of Commerce from the University of Notre Dame.
.....

Robbie is part of Yarra Capital Management’s Distribution Team, where he is focused on the intermediary market across VIC, SA, TAS and WA.
He previously worked at IRESS as a National Account Manager, and prior to that was a Financial Planner, having worked in the industry since 2006.
.....

One of Australia’s largest and most experienced investment teams
How to invest
contact our distribution team on +61 2 8072 6300.
