Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
As Portfolio Manager, Patrick co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Patrick has been part of the Smaller Companies team for a collective period of eleven years. Patrick initially joined the company in 2005 and developed his career as a highly regarded small cap analyst. Patrick worked at a small cap boutique as a portfolio manager for 3 years before re-joining Pendal’s Smaller Companies team in January 2018. Patrick holds a Bachelor of Commerce (1st class Honours) from the University of Queensland 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
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Rachel Folder
Jack Gabb
About Roshni
Roshni works as a portfolio manager with the Pendal Global Emerging Markets Opportunities strategy. She is based in our London office with affiliate fund manager J O Hambro. Prior to joining JOHCM, Roshni worked for Kintbury Capital for two years as an investment aAnalyst. Prior to this, Roshni spent four years at JOHCM as an analyst on the UK Opportunities fund. Roshni holds a degree in Economics from the London School of Economics and is a CFA Charterholder.