Our portfolio managers

Simon is portfolio manager for all our small cap funds – the Future Leaders Fund, Smaller Companies Fund and Small Caps Fund.

Simon joined IML in 1998 as a founding member of the investment team and has been a Senior Portfolio Manager in the small and mid-cap sector since 2002.

Prior to IML, Simon was employed as an investment analyst at QBE Insurance Group in 1995 where he was responsible for assisting in the management of its investment funds across a range of asset classes including equities.

Simon holds a Bachelor of Economics and a Bachelor of Laws from the University of Sydney. Simon is a qualified solicitor and a Fellow of the Financial Services Institute of Australasia.

Hugh is co-Portfolio Manager of Investors Mutual’s flagship Australian Share Fund and is Portfolio Manager of the Investors Mutual Concentrated Australian Share Fund.

In his role as Head of Research, Hugh is the custodian of IML’s ‘quality and value’ investment philosophy, modernising investment processes as required, while ensuring the philosophy and client outcomes remain unchanged.

Hugh has extensive investment experience in equities. Hugh founded Cannae Capital Partners in 2007 which merged into IML in early 2010, when Hugh joined the IML investment team.
Prior to IML, Hugh worked with the investment team at Orbis Global in London. He moved to Sydney to work for Platinum Asset Management followed by Perennial Value Management, in both instances from early days to material success.

Hugh has an M. Phil Economics from Cambridge, having completed a BCom (Hons) and BSc.

Daniel joined IML in 2010 and is co-portfolio manager of our Australian Share Fund and All Industrials Share Fund. He also co-manages the large-cap research team.

Daniel joined Cannae Capital Partners in 2007, a start-up boutique Australian Equities Fund led by Hugh Giddy as an Equities Analyst, which merged with IML in 2010. Prior to his role as an Equities Analyst, Daniel was part of the BT Australian Equities team where he was responsible for coverage of Healthcare and REITs.

Daniel holds a Bachelor of Commerce from the University of Sydney and is a CFA Charter Holder.

Michael joined IML in 2010 and is co-portfolio manager of our All Industrials Share Fund and Equity Income Fund. Michael also oversees the Financials Sector and co-manages the large-cap research team.

Michael became an equities analyst with boutique firm Cannae Capital Partners in 2008, which was later merged into IML in 2010. His sector responsibilities have included banks, insurance, diversified financials, media, discretionary retail, food and beverage and information technology. Prior to his role as an equities analyst, Michael was as an actuary with the Commonwealth Treasury.

Michael holds a PhD in Finance from UQ, along with a Bachelor of Laws and Bachelor of Actuarial Studies with First Class Honours and a University Medal from ANU. Michael has been a Fellow of the Actuaries Institute since 2007 and was a Director on the Institute’s Board from 2008-2018. Michael also holds the position of Adjunct Professor of Actuarial Sciences at Bond University and has published several papers in international journals including the Journal of Portfolio Management and Journal of Futures Markets.

Tuan joined IML in March 2017 as co-portfolio manager for our Equity Income Fund, he also co-manages the Private Portfolio Fund which was established in July 2018.

Prior to IML, Tuan worked as a proprietary equities trader specialising in options, event-driven and relative-value trading with Credit Suisse Australia and Gelber Australia from 2012 to 2016. Prior to this, Tuan worked for Macquarie Funds Group as a founding Senior Portfolio Manager in the MQ specialist funds unit where he worked for over 10 years. He established and managed the MQ Special Events Fund and the MQ Equity Income Fund.

Tuan holds a Master of Applied Finance and a Bachelor of Science from Macquarie University. He is a Senior Associate of the Financial Services Institute of Australasia and Statistical Society of Australia.

Marc joined IML in 2016 and is co-portfolio manager of our Future Leaders Fund and Private Portfolio Funds. He is responsible for analysing various small cap sectors including Health Care, Consumer Staples and Industrials.

Prior to IML, Marc worked for 6 years as a portfolio manager at Milford Asset Management and has been working in Australian equities since he started his career in 1999.

Marc is a CFA Charterholder and a member of the CFA Society of Sydney. Marc holds a Bachelor of Commerce with Honours from the University of Sydney and Bachelor of Laws from the University of Sydney.

Lucas Goode is an equities analyst and one of the portfolio managers for our Smaller Companies Fund and Small Cap Fund. Lucas joined IML in June 2018 after spending seven years as a research analyst at Credit Suisse in the technology, media and telecommunications sectors. Prior to Credit Suisse, Lucas worked in corporate finance for PricewaterhouseCoopers in Sydney and London after starting his career as a graduate at European private equity firm Candover Investments.

Originally from Adelaide, Lucas has spent significant time abroad, attending high school in Houston, Texas, and spending six years in the United Kingdom. Lucas holds a Masters of Engineering with Business Finance from the University of Southampton.