Our People
Samir Mehta
Senior Fund Manager, JOHCM
Asian Equities
About Samir
Samir manages our Asian Share Fund, an actively managed portfolio of Asian shares excluding Japan and Australia. Prior to joining J O Hambro, Samir was a Partner and Chief Investment Officer at Silver Metis Capital Management and Chief Investment Officer of Lloyd George Management, where he was responsible for investment processes, a range of institutional Asia Pacific mandates and a team of 20 investment professionals. His formative years were spent as an analyst specialising in India at Peregrine Securities and ANZ Grindlays Bank.
Asian Equities Team
Cho-Yu Kooi
Recent articles by Samir
- The case for investing in Asia right now
- Global equities: How to invest in a slowing China
- Global equities: who will thrive as rates rise
- Global Equities: the case for China stocks
- Global Equities: How to judge a company’s competitive advantage
- Managing volatile times: three tips for investors
- Market volatility: why VEPL is the new HODL
- How investors can manage Omicron uncertainty
- Investing in Asia: The case for Thailand
- Nvidia’s goldmine needs shovel-makers. Here’s one place to find them
- What we learned from OpenAI’s failed coup: don’t bet against capitalism
- Global equities: How to navigate investing in a higher-rates world
- How to assess company management: four tales from Asia
- Global equities: The more AI grows, the smaller the market could be
- There’s opportunity in China stocks if you know where to look
- Global equities: What investors are missing about south-east Asian banks
- Why passive investing isn’t as passive as you may think
- Samir Mehta: Protectionist Indonesia is looking attractive in 2023
- It’s time to change how you think about investing in China
- Ratcheting our holdings in China A shares
- Asian governments with heart starters at the ready
- Asian Paints in India – years of growth ahead
- In a pickle: Kraft Heinz
- Are disruptors doomed as the cycle turns?
- India – caught in the downdraft
- Caution prevails
- Resilience matters: 2 Minute Noodles spring back
- Asian equities: repair and recover
- A quick dinner in Manila
- A touch of the Lemony Snicket’s*
- Asia Update: adapt and adjust
- Words of war vs quality growth
- Isn’t it ironic…
- Asia: what a difference a year makes
- Liking North Asia, for reasons old and new
- Asian portfolio review
- Fresh appetite for an Asian strong man
- A view from Malaysia: It’s hard to crush rubble
- South Korea and Malaysia in focus
- Hand (it) over!
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
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
Rema Elias-
Rita Bodrina
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Ken Phang
Funds managed by Alan
Recent articles by Alan
- Alan Polley: A hard landing is looking less and less likely. Here’s the evidence
- Asset allocation: Why you could do with a little more home bias right now
- Alan Polley: Balanced funds are looking more attractive as conditions normalise
- The ‘old normal’ is back. Here’s what it means for asset allocation
- How to hold commodities in a sustainable portfolio (and why you would)
- Economic outlook: what a weakening services sector means for investors
- Alan Polley: What is r* and how it helps investors analyse rates
- Multi-asset: Why it’s time to shift to liquid alternative investments
- Caution warranted after strong market rally
- Strategic asset allocation: what matters in the long run
- It’s time to do an annual portfolio health check. Here’s how
- Asset allocation: what our multi-asset team learned in its latest strategic review
- Alan Polley: Consider foreign currency exposure in international share portfolios
- Why it’s important to consider ESG in asset allocation
- Alan Polley: Time to rethink the role of cash in portfolios
- Alan Polley: Transitory or not, inflation is undergoing long-term structural change
Alan Polley
Senior Sustainable Investments Lead
Multi Asset Strategies
About Rita
Rita joined Pendal Group (formerly BT Investment Management) in April 2022 as a Quantitative Analyst under the Multi-Asset Investments team. In this role, Rita is responsible for quantitative analysis in relation to asset allocation and research to enhance and grow Pendal’s funds. Rita also assists the I&FI team.
Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.
Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Ken Phang
Rita Bodrina
Investment Analyst
Multi Asset Strategies
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
Ken Phang
Senior Quantitative Analyst
Multi Asset Strategies
Sales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Jeremy Dean
Giovanni Rettura
Scott Bradley
Maria Plati
Tiana Jade Stojanovski
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Tom Loneragan
Head of Listed & Direct
Alyce Mattman
Key Account Manager VIC, SA
