Our People

About Chris

Chris joined Pendal as an equity investment specialist in 2014, with industry experience going back to 2000 across Sydney, London and Hong Kong. He works closely with Pendal’s Australian Equities team and provides the link to their views and insights on the outlook for Australian equity markets and portfolio positions. He also works with emerging market, Asian and global equity teams, drawing on thirteen years in working in offshore markets. Prior to joining Pendal he spent eight years as an equity portfolio specialist with BlackRock and then HSBC Global Asset Management. He is a CFA Charterholder.

Portfolio Specialists Team

Chris Adams

Head Investment Specialist, Pendal Equities
Portfolio Specialists

Sales Team

Scott Bradley

Key Account Manager VIC, WA
Sales
0422 125 726

About Dale

Dale joined Pendal in 2011 as Portfolio Specialist with responsibility for fixed interest and alternative strategies. In this role Dale was a key link between Pendal’s fixed interest team and the broader business and responsible for providing information and insight to key internal and external stakeholders on Pendal’s fixed interest capabilities. He also looked after our key intermediary research relationships. In July 2018 Dale became Head of Client Solutions, a role where he partners with all Pendal’s Boutiques, Sales and Product teams to position Pendal’s investment capabilities in the most effective and relevant way for clients across all channels.

Prior to joining Pendal, Dale held various senior research roles working closely with advisers on providing product and strategy solutions for their clients, including Head of Product Solutions at Macquarie Private Wealth, and before that Research Strategy Manager at ING dealer groups.

Portfolio Specialists Team

Dale Pereira

Head of Client Solutions
Portfolio Specialists

About Anthony

Anthony is an analyst with over 15 years’ experience covering a range of Australian and international sectors. Most recently his sector coverage included Australian Industrials and Energy, including Building Materials, Capital Goods, Engineering & Construction, Transport, Telcos, REITs, Utilities and Infrastructure. He has previously worked as an equity analyst for AllianceBernstein and Macquarie Group, spending a further two years as a management consultant at Port Jackson Partners and two years as an institutional research sales executive with Deutsche Bank. Anthony is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.

Australian Equities Team

Anthony Moran

Investment Analyst and Portfolio Manager
Australian Equities

About Damien

Damien provides fundamental analysis for our smaller companies strategies, supporting stock selection through valuation, stock data evaluation and building company investment models. Damien was previously an Equity Analyst at Kosmos Asset Management, where he was responsible for fundamental research focused on non-resource ex-ASX 100 Australian and New Zealand stocks. He holds a Bachelor of Business (Finance & Economics) from the University of Technology in Sydney and has completed level three of the CFA program.

Australian Equities Team

Damien Diamant

Investment Analyst
Australian Equities

About Brenton

Brenton manages our Midcap Fund and natural resources portfolio, drawing on over 24 years’ expertise spanning precious metals, derivatives, investment banking and private equity to invest in large and small cap mining companies.

Brenton has worked with Randfontein Estates Gold Mine & Harmony Gold as a mine geologist and Executive, and at JP Morgan, Deutsche Bank, Craton Capital, Macquarie Funds Group, and Taurus Funds Management in research and asset management roles.

Graduating with honours, he holds a Bachelor’s degree in Science (Geology) and a Master’s degree in Science from the University of Johannesburg. He is a member of the CFA Institute and has previously served on the International Accounting Standards Board.

Australian Equities Team

Funds managed by Brenton

Recent articles by Brenton

Brenton Saunders

Portfolio Manager
Australian Equities

About George

George’s investment management career spans over 30 years with Pendal and its predecessor firms. He is responsible for management of credit, fixed interest and short term income portfolios, including Pendal’s highly regarded Sustainable Australian Fixed Interest Fund, Short Term Income Securities Fund and Credit Impact Trust.

George holds a wealth of experience in portfolio management and credit analysis. He has also worked across numerous fixed income, credit and money market portfolios in portfolio management, credit analysis and dealing roles for 27 years. Prior to this George worked in an accounting role for three years.

In 2019 George was awarded the Alpha Manager status by Money Management’s parent, FE fundinfo, in recognition of his career-long performance in the asset management industry. George was one out of 11 Australia-based investment professionals included in this list of esteemed professionals across multiple asset classes, after being assessed on his ability to create risk-adjusted alpha (outperformance) over his entire track record.

George obtained a Master’s degree in Business (Finance), a Bachelor’s degree in Business (Accounting & Finance) and a Graduate Diploma in Applied Finance and Investment.

Income & Fixed Interest Team

George Bishay

Head of Credit & Sustainable Strategies - Portfolio Manager, Regnan Credit Impact Trust
Income & Fixed Interest

About Cho-Yu

Cho-Yu brings over 21 years’ funds management experience to the JOHCM Asia ex Japan Small and Mid-Cap strategies.

She has previously worked with Silver Metis Capital Management, UBS, DBS Asset Management and Lloyd George Management, where she managed several institutional accounts that reached peak values of over $1bn.

Cho-Yu is a CFA Charterholder and obtained a Bachelor of Science (Economics) with first class honours from the London School of Economics.

Asian Equities Team

Cho-Yu Kooi

Senior Fund Manager, JOHCM
Asian Equities

About Graeme

Graeme is an analyst with over 17 years’ experience covering the Banking, Insurance and Diversified Financials sectors. He has previously worked as an equity analyst at Ausbil Dexia, ABN AMRO and Wilson HTM, spending a further 2 years as an actuarial analyst at Trowbridge Consulting. Graeme is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.

Australian Equities Team

Graeme Petroni

Investment Analyst
Australian Equities