The team

Prior to joining Magellan, Gerald was a director of Capital Partners (now known as CP2) where he was head of securities research and a member of the management and investment committees. Gerald has extensive experience in the analysis and investment management of listed and unlisted debt, equity and hybrid assets on a global basis.

Gerald holds a Bachelor of Economics and a Master of Business Administration, both from Sydney University, and is a Chartered Accountant.
 

Nikki originally started at Magellan in 2007 as a Senior Research Analyst and was instrumental in setting up the Magellan Global Fund prior to its launch in July 2007. Over the following 11 years, she helped design the Magellan investment process, ran the Franchises team, was promoted to Portfolio Manager (2011), made Head of Research (2014) and managed a global ex-US strategy for US investors (2016).

Before Magellan, Nikki spent 14 years in institutional stockbroking, holding equity analyst positions at Deutsche Bank and BT Securities, where she helped develop the valuation tools used by the research team.

Nikki has been a CFA Charterholder since 1997, holds a Bachelor of Commerce (Merit ) from the University of NSW, and qualified a Chartered Accountant.

Nikki is a member of Magellan’s Investment Committee.

Prior to Magellan, Arvid spent 10 years in the research departments of Morgan Stanley and UBS, covering financial institutions and economics. Previously, Arvid assisted insurers with their growth strategies at Aon and spent four years in the Reserve Bank of Australia’s economics and financial markets groups.

Arvid holds a Bachelor of Economics (First Class Honours) from the Australian National University and is a CFA Charterholder.

Arvid is a member of Magellan’s Investment Committee.

In 2022 Alan was appointed the Portfolio manager of the High Conviction Strategy alongside Nikki Thomas and in 2023 additionally became the Portfolio Manager for the Magellan Sustainable Fund. Prior to Magellan, Alan spent nearly seven years as an analyst and portfolio manager at Maple-Brown Abbott, primarily covering financials in Asia ex-Japan. Alan also worked for six years as an economist at the Reserve Bank of Australia, spending time as a banking sector analyst and in the Reserve Bank’s business liaison program.

Alan holds a Bachelor of Economics (Honours) from the University of Tasmania.

Alan is a member of Magellan’s Investment Committee.

Ofer was promoted to Portfolio Manager in 2017. Ofer has more than 20 years' experience in investment, including more than a decade in infrastructure investment. Prior to joining Magellan, Ofer provided independent infrastructure research, which followed four years as a senior analyst within Colonial First State Global Asset Management’s global listed infrastructure team. Ofer’s prior experience includes roles as head of transport infrastructure at CP2, and various senior roles at Macquarie Securities and the New South Wales Roads and Traffic Authority in Australia.

Ofer holds a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and an MBA from the Australian Graduate School of Management. Ofer is a CFA Charterholder.

Ofer is a member of Magellan’s Investment Committee.

Ben was promoted to Portfolio Manager in January 2017 and subsequently promoted to Sector Head Infrastructure & Industrials in November 2022. Prior to Magellan, Ben spent nearly five years as an equities analyst at Credit Suisse in Sydney, most recently as lead analyst for Australian utilities. Ben has previously had experience in the small caps, energy and telecoms sectors.

Ben holds a Bachelor of Commerce (First Class Honours), for which he was awarded a University Medal, from The University of Queensland and is a CFA Charterholder.

David holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (Honours) from the University of Queensland. David is a CFA Charterholder. 

Prior to Magellan, Jowell worked at RREEF Alternative Investment Management LLC in the US, as an assistant portfolio manager of the global listed infrastructure fund. Before RREEF, Jowell worked as a senior investment analyst with Macquarie Group global listed infrastructure fund in Australia and the US, and a US-based equity analyst at UBS. Jowell’s experience includes coverage of a range of sub-sectors within infrastructure and utilities including energy utilities, water utilities, toll roads, airports, ports, rail and communications infrastructure.

Jowell holds a Bachelor of Science in Business Administration (Finance) from Montclair State University in the US.

In 2022 Elisa also became the Portfolio Manager of the MFG Core International Fund. Prior to Magellan, Elisa spent two years as an analyst at APRA, primarily stress testing and supervising Australian financial institutions. Elisa also worked at Macquarie Group as an equity analyst covering banks and at NYSE Euronext Paris in surveillance and research.

Elisa holds a Bachelor of Commerce (Honours) from the University of Wollongong and a Doctor of Philosophy from the University of New South Wales.

Prior to Magellan, Amy worked at Aware Super, one of the largest industry pension funds in Australia, for almost four years as Manager, Responsible investments. This role involved leading the listed company engagement, working closely with the equities and private equity teams to integrate ESG and assessing external mangers on their ESG capabilities. Prior to Aware Super, she worked at J.P. Morgan in equity roles for 12 years and spent nearly five years in finance and strategy roles at the Commonwealth Bank of Australia.

Amy holds a Bachelor of Maths & Finance (Honours) from the University of Technology in Sydney.

Prior to Magellan, Ryan spent two years as a civil engineer. Ryan is a CFA Charterholder and holds a Bachelor of Engineering (First Class Honours) from the University of Queensland and a Graduate Certificate in Commerce.

Ryan is a member of Magellan’s Investment Committee.

Before becoming the Sector Head in 2022 Hannah was the Co-Head of the Franchises team from 2020. Hannah joined Magellan to cover franchise and consumer stocks. Hannah’s previous industry experience includes roles as an analyst in the investment banking division of MA Financial Group from 2015 and, prior to this, within the valuations team at KPMG.

Hannah holds a Bachelor of Economics (Honours) and a Bachelor of Laws (Honours) from the University of Queensland.

Bill simultaneously serves in a similar capacity as President and Founder of Frontier Partners, Inc., where he assists boutique investment managers to compete for assets in the institutional marketplace in the US and elsewhere. Before founding Frontier Partners in 1993, Bill worked at Brinson Partners for seven years as a partner and portfolio manager involved in business development and client service.

Bill holds a Bachelor’s degree (Summa Cum Laude, Bronze Tablet) in finance from the University of Illinois and received a Master of Business Administration from the University of Chicago. He received his Chartered Financial Analyst designation in 1991.

Prior to Magellan, Amy was a member of the Institutional Sales & Trading team at GMP Securities, a Canadian Stockbroking firm whose Australian team specialised in the oil and mining sector. Amy has also held client service roles with stockbroking firms. Amy holds a Bachelor of Business (Management) from Griffith University and is currently completing a Master’s degree in Applied Finance at Kaplan.

Adam Smith joined Magellan in 2011. As Head of Trading, Adam oversees all equity and FX trading activities. Prior to Magellan, Adam worked in a variety of trading and advisory roles at Macquarie Group, BCA Research and JP Morgan.

Adam holds a Bachelor of Accounting from the University of Technology, Sydney.

Prior to Magellan, Marcia was Chief Compliance Officer at Platinum Asset Management in Sydney for 5 years. Before that, she held senior roles, including Chief Compliance Officer, in the USA at Dodge & Cox. Marcia brings over 20 years’ experience in the financial services industry in Australia and the USA and has been responsible for national and international regulatory requirements, the development and maintenance of risk and compliance frameworks, licensing, proxy voting, training and liaising with regulators, auditors and clients. She holds a Bachelor of Arts from Wollongong University.

Before that, Leo spent seven years as a corporate lawyer in private and in-house practice specialising in financial services, mergers and acquisitions and commercial law. From 2008 to 2014, Leo held the concurrent role of Company Secretary for the ASX-listed Magellan Financial Group Ltd.

Leo holds a Bachelor of Commerce, a Bachelor of Laws and a Graduate Diploma in Legal Practice. Leo is a solicitor of the Supreme Court of New South Wales, a member of the Law Society of New South Wales and a member of a GC100 Group of the Association of Corporate Counsel – Australia.

Prior to Magellan, Kirsten gained 20 years' experience in funds management (real estate), banking and media. Kirsten has held various finance positions including Head of Finance – ASX Listed & Unlisted Property/REITs at Colonial First State Global Asset Management, Group Financial Controller roles at The GPT Group and Fairfax Media, and 12 years at PricewaterhouseCoopers in audit, accounting consulting services and insolvency management, in both Australia and the US.

Kirsten is a Fellow of the Institute of Chartered Accountants, actively involved in the Chartered Accountants Program, a board member of the financial reporting panel for the Australian Institute of Chartered Accountants and former honorary auditor for Glaucoma Australia.

He was promoted to Investment Operations Manager in 2013 and to Head of Investment Operations in December 2016. Prior to joining Magellan, Anthony was responsible for the operations of a boutique hedge fund and prior to this he spent four and a half years in a variety of roles at Macquarie Bank. Anthony has a Bachelor of Economics from the University of Sydney.