Our People

About Rachel

Rachel is an Investment Analyst for our Smaller Companies team, providing fundamental analysis on a range of companies within the ASX ex-100 universe. Previously, Rachel was an Investment Analyst covering smaller companies for NAOS Asset Management and First Sentier Investors, where she began her career in their graduate program. Rachel holds a Bachelor of Commerce (Actuarial Studies and Financial Economics) from the University of New South Wales and is a CFA Charterholder.

Australian Equities Team

  • Crispin Murray
  • Anthony Moran
  • Damien Diamant
  • Brenton Saunders
  • Graeme Petroni
  • Jim Taylor
  • Julia Forrest
  • Julia Maksymow
  • Lee Ma
  • Lewis Edgley
  • Patrick Teodorowski
  • Oliver Renton
  • Pete Davidson
  • Rajinder Singh
  • Sondal Bensan
  • Elise McKay
  • Jack Gabb

Rachel Folder

Investment Analyst
Australian Equities

Income & Fixed Interest Team

  • George Bishay
  • Oliver Ge
  • Steve Campbell
  • Tim Hext
  • Amy Xie Patrick
  • Murray Ackman
  • Lachlan Fursman, CFA
  • Terry Yuan

Recent articles by Anna

Anna Hong

Assistant Portfolio Manager
Income & Fixed Interest

About Michael

Michael is Head of Multi Asset for Perpetual Asset Management. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.

Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.

Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.

Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.

Multi Asset Strategies Team

  • Matt Sherwood
  • David Hudson
  • Geoff Ryan
  • Russell Turner
  • Rema Elias
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

Michael O’Dea

Head of Multi Asset
Multi Asset Strategies

About Matt

Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.

Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.

Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.

Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.

Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.

Multi Asset Strategies Team

  • Michael O’Dea
  • David Hudson
  • Geoff Ryan
  • Russell Turner
  • Rema Elias
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

Matt Sherwood

Head of Investment Strategy, Multi Asset
Multi Asset Strategies

About David

David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.

David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.

David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.

David has an Honours degree in Economics from Adelaide University.

Multi Asset Strategies Team

  • Michael O’Dea
  • Matt Sherwood
  • Geoff Ryan
  • Russell Turner
  • Rema Elias
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

David Hudson

Head of Asset Allocation
Multi Asset Strategies

About Geoff

Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Asset Management. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.

Geoff joined Perpetual Asset Management Australia  in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.

Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.

Geoff has a Bachelor of Economics (Honours).

Multi Asset Strategies Team

  • Michael O’Dea
  • Matt Sherwood
  • David Hudson
  • Russell Turner
  • Rema Elias
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

Geoff Ryan

Portfolio Manager, Diversified Strategies
Multi Asset Strategies

About Russell

Russell Turner is a Portfolio Manager in the Multi-Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.

Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual’s CEO. Prior to this, he was a Graduate in Perpetual Private.

Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.

Multi Asset Strategies Team

  • Michael O’Dea
  • Matt Sherwood
  • David Hudson
  • Geoff Ryan
  • Rema Elias
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

Russell Turner

Portfolio Manager
Multi Asset Strategies

About Rema

Rema Elias is an Investment Analyst in the Multi-Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.

Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.

Rema has a Bachelor in Mathematics and Finance.

Multi Asset Strategies Team

  • Michael O’Dea
  • Matt Sherwood
  • David Hudson
  • Geoff Ryan
  • Russell Turner
  • Alan Polley
  • Rita Bodrina
  • Ken Phang

Rema Elias

Investment Analyst
Multi Asset Strategies

About Alan

Alan joined Pendal Group in February 2017, with extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp’s strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research.

Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions.

Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.

Multi Asset Strategies Team

  • Michael O’Dea
  • Matt Sherwood
  • David Hudson
  • Geoff Ryan
  • Russell Turner
  • Rema Elias
  • Rita Bodrina
  • Ken Phang

Funds managed by Alan

Recent articles by Alan

Alan Polley

Senior Sustainable Investments Lead
Multi Asset Strategies
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