Research

Cameron is the Head of Research for E&P, having initially joined Evans and Partners in 2018 as Senior Research Analyst before becoming Head of Research.

In addition to overseeing the research team, Cameron also utilises his extensive experience within the transport and infrastructure sectors to make investment recommendations on securities within those sectors.

Prior to joining Evans and Partners, Cameron’s most recent role was at Hastings Funds Management as Director and Deputy Portfolio Manager for The Utilities Trust of Australia, a multi-billion-dollar unlisted infrastructure fund of global assets. As part of this role he also served as a non-executive director on the board of Perth Airport.

He also spent more than ten years at Deutsche Bank where he was Director and Head of Transport and Infrastructure Research. In his earlier career he also held other roles within Westpac Institutional Bank, Shell and BHP.

Cameron holds a Master of Applied Finance from the University of Melbourne and a Bachelor of Business in Accounting from RMIT University. He is also a CPA and a Graduate of the Australian Institute of Company Directors.

Julian leads the small caps sector research for E&P, having initially joined Evans and Partners in 2016. He has more than 20 years’ research experience across key industry sectors.

He initially started his career on the stock exchange trading floor in 1987 and then moved into research the following year where he has been analysing companies ever since, with a sole focus on small companies. He was a senior analyst at ABN AMRO and then took on the role of Director and Team Leader at Citi where he spent eight years.

Prior to his current role he was co-portfolio manager in the small companies fund at Legg Mason.

Julian has a Bachelor of Science, majoring in Cellular Biology and Chemistry and a Diploma of the Securities Institute of Australia.

Phil leads the consumer sector research for E&P, having initially joined Evans and Partners in 2015 as a senior research analyst. He has more than 25 years industry experience.

He originally began work in the financial industry at PricewaterhouseCoopers working in the Corporate Finance division and then joined JBWere (now part of Goldman Sachs) as an associate analyst covering the Australian retail and food sectors, before moving into the lead analyst role, where he was consistently top rated in investor surveys such as Starmine and Peter Lee / Greenwich.

In 2007 Phil was appointed Head of Consumer (Australia) in the Global Investment Research team and also became a managing director of Goldman Sachs, before taking up his current role.

Phil completed a Bachelor of Commerce majoring in Accounting and Finance from the University of Adelaide and is a member of the Institute of Chartered Accountants. He also holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (now FINSIA).

Olivier is Executive Director of Small Caps Research at E&P, having joined the firm in 2022. He has more than 17 years’ experience covering small caps across both the buy and sell side of the industry.

Olivier commenced his career in 2004 as a research analyst in the Smaller Companies team at UBS Australia, before spending 11 years helping to manage money at BT Investment Management (now Pendal Australia) in their Smaller Companies Fund and Microcap Opportunities Fund.

Most recently, Olivier was Deputy Portfolio Manager at Spheria Asset Management where he assisted in managing the firm’s Microcap Opportunities, Smaller Companies and Midcap strategies.

Olivier has a Bachelor of Commerce (Distinction) majoring in Finance and a Bachelor of Laws from the University of New South Wales.

Robin is Executive Director of Research for E&P, having initially joined Evans and Partners in 2017 as a senior research analyst. He has more than 25 years’ experience as an investment professional.

He has previously been Director of Australian Equities for BlackRock/Merrill Lynch Investment Managers and Director, Head of the Melbourne Equity Desk for Citi where he was involved as an analyst, portfolio manager and equity research salesperson.

Robin has completed a Bachelor of Arts in Politics and Modern History (Honours) from the University of Manchester and is also a CFA Charterholder.

Paul leads the technology sector research for E&P, having initially joined Evans and Partners in 2018. He brings extensive research experience to his role, where he has responsibility for the technology sector, using his expertise to cover software, IT infrastructure and online companies.

Prior to his current position, Paul spent seven years at RBC Capital Markets as a lead analyst in the technology space, as well as covering utilities, infrastructure and transport. He also spent two years in equities research at CBA Institutional Equities as an associate analyst, covering utilities and infrastructure.

Paul originally began his financial services career at ANZ in corporate finance, covering diversified industrials and distressed companies at ANZ.

He has a Bachelor of Laws from the University of Melbourne.

Tim joined Evans and Partners in 2017 as Chief Investment Officer and has more than 25 years’ experience as an investment strategist, head of research and fund manager in Australia and Asia.

Initially commencing his career at the Reserve Bank as an economist, Tim then joined Macquarie Group where he spent five years covering the Australian equity market as a strategist. He then moved with Macquarie to Hong Kong where he built and ran their Asian macro research group.

Prior to his current role Tim was Head of Market Research and Strategy for BT Financial Group and ran asset allocation for Westpac’s $30 billion Superannuation Fund.

He has a Bachelor of Economics (First Class Honours) from the University of Sydney and a Masters’ in Finance from the London Business School.

Peter joined E&P in February 2020 as a Macro Strategist. In his role Peter undertakes in-depth thematic research and empirical analysis on domestic and global economic developments. Peter provides strategic market views and helps frame the Asset Allocation recommendations.

Peter has extensive global experience in macro research and financial market strategy. Prior to joining E&P, Peter worked as a FX/Macro Strategist and International Economist with CBA in Sydney and London, and Nomura in Singapore. Peter also has asset allocation experience, having been an integral part of the team that oversees the Suncorp Group’s investments.

Peter has completed a Bachelor of Economics (Honours) and a Bachelor of Laws from the University of New South Wales.

Max specialises in portfolio construction and asset allocation, having initially joined the business in 2014. Max works alongside the Chief Investment Officer and is responsible for setting and maintaining the firm’s strategic and tactical asset allocations, as well as conducting multi-asset class research and formulating investment strategies.

Prior to commencing his current role, Max was a manager within the Private Wealth division of the Group where he assisted in procuring and executing investment strategies and conducting product research. Max has a broad understanding of the macroeconomic environment, fundamental and technical drivers of financial markets.

Max has a Masters of Banking and Finance and a Bachelor of Business Law from Monash University.

David has two decades of experience in biomedical research and development, specialising in implantable medical devices and is considered an international expert in preclinical safety studies. He has a strong publication track record in international peer-reviewed journals and is credited as an inventor on PCT-phase patents relating to the Australian ‘Bionic Eye’ and other retinal prostheses.

Prior to joining Evans and Partners, David led the Bionic Eye safety studies which paved the way for two successful clinical trials. Funded by the National Health and Medical Research Council, he led a multi-disciplinary team of clinicians, surgeons, and engineers in developing a novel implant, progressing towards clinical trials and commercialisation, to prevent certain forms of blindness.

As a former astronaut candidate finalist with the European Space Agency, David was invited to serve as a member of the inaugural Space Industry Innovation Council, a federal government initiative to outline a vision for the civil space sector and aid in the creation of Australia’s first space policy.

David has a Bachelor of Science and Electrical Engineering (Honours) and a PhD in Auditory Neuroscience from the University of Melbourne. In 2008 he completed a basic surgical skills training course with the Royal Australian College of Surgeons. More recently, he completed an MBA at the Melbourne Business School, where he and three colleagues won the 2020 Zurich Enterprise Challenge.

David maintains a casual appointment as a Senior Research Fellow at the Bionics Institute and the Centre for Eye Research Australia. He holds honorary clinical research positions at The University of Melbourne’s Department of Pathology and The Royal Victorian Eye and Ear Hospital. He is a professional member of the Institute of Electrical and Electronics Engineers (IEEE), the Royal Australian and New Zealand College of Ophthalmology (RANZCO), the Association for Research in Vision and Ophthalmology (ARVO) and the Society for Neuroscience (SfN).

John specialises in research into the healthcare sector for E&P and joined the firm in 2020.

Prior to commencing at E&P, John was an equity research analyst at Taylor Collison where he focused on the intersection of technology and healthcare – including medical imaging, devices, software and data management. He has also held roles in quantitative equity research at Macquarie Investment Management, equities at JP Morgan, business credit analysis at NAB and in corporate finance at BDO.

In addition to an interest in picking the next long-term growth stories, John aims to deploy his skills in computer science and programming to deliver unique, data-driven insights.

John has a Bachelor of Commerce and Bachelor of Economics from the University of Queensland.

Harry specialises in research into the transport and services sector for E&P, having initially joined Evans and Partners in 2019 as an associate analyst, working alongside Cameron McDonald to cover the transport and infrastructure sectors.

Prior to joining Evans and Partners, Harry spent over three years as an analyst with Investec in London, where he originally commenced as an intern in their equity research team and eventually went on to take up the role of research analyst, covering the support services sector.

Harry holds a Bachelor of Science in Geography (Hons) from the University of Birmingham and has completed his Level II CFA qualification.

Johnny specialises in research into the small caps and technology sectors for E&P, having initially joined the Evans and Partners equity research team in 2018 as an associate analyst, focusing on small companies. He is currently responsible for undertaking stock and industry research and maintaining financial models.

Prior to commencing his role at Evans and Partners, Johnny was a senior analyst in the Deloitte Assurance & Advisory team. During his time with Deloitte he also worked with the Corporate Finance team on transaction services and initial public offering due diligence.

Johnny has an ongoing interest in markets and a keen understanding of business value drivers. He looks for insights that are different from the consensus in order to identify new opportunities.

He holds a Bachelor of Commerce in Accounting and Corporate Finance from the University of Adelaide and is a Chartered Accountant.

James specialises in research into the Gaming & Leisure sector for E&P, having joined the firm in 2020 as an associate research analyst. James’ responsibilities include in-depth financial modelling and undertaking company and industry research.

Prior to joining E&P, James was a consultant in PwC’s Corporate Value Advisory team, providing independent valuation advice across sectors including utilities, materials and energy. James also worked in PwC’s Private Wealth Advisory team where he was involved in investment research and due diligence, asset allocation and governance.

James is a CFA^® charterholder and has a Bachelor of Business, majoring in Accounting, from the Royal Melbourne Institute of Technology.

Pallavi specialises in research into high-yield companies for E&P, joining the firm in 2020 as an associate research analyst covering REITs, mining, energy and telecommunication sectors. In her current role, Pallavi conducts research and maintains valuation models for companies within her sectors.

Prior to joining E&P, Pallavi held the roles of investment analyst and associate investment adviser in the Group’s Family Wealth Management division in Sydney.

Pallavi holds a Bachelor of Commerce with majors in Finance and Business Law from the University of New South Wales.

Kieran specialises in research into the small caps sector for E&P, having joined E&P in 2020 as an associate research analyst. His current responsibilities include conducting company and industry research and financial modelling for valuation purposes.

Previously Kieran was an adviser in the Group’s Family Wealth Management division where he managed more than 100 retail investment portfolios, including self managed super funds (SMSFs), family trusts and personal accounts. Kieran also spent 12 months in New York within the Funds division of the E&P Financial Group.

Kieran has a Bachelor of Economics and Bachelor of Commerce, majoring in Finance and International Business from the Australian National University and holds a Diploma of Financial Planning.

Edmund specialises in research into the consumer sector for E&P, having joined the E&P Research team in 2020 as an associate research analyst. Edmund’s responsibilities include conducting company and industry research, as well as financial modelling for valuation purposes.

Prior to joining the E&P Research team, Edmund was an analyst in the Group’s Strategy team, performing financial modelling and valuation of potential business investments and an investment analyst in the Group’s Family Wealth Management division in Melbourne. Edmund was also an intern with the M&A Transaction Services division at PwC and Finance division (Media) at Telstra.

Edmund has a Bachelor of Law and Bachelor of Commerce with a major in Finance from Monash University.

Hayden specialises in research into the healthcare and small caps sectors for E&P, having joined the firm in 2021 as an associate research analyst. He is currently responsible for financial modelling and conducting company and industry research.

Prior to joining E&P, Hayden was a senior analyst in Deloitte’s M&A Valuations team, providing independent valuation opinion and advice to clients across a broad range of sectors including technology, media and telecommunications, retail and consumer goods, and resources. Hayden also worked in Deloitte Private’s Audit division providing external audit services to clients while he completed his undergraduate studies.

Hayden has a Bachelor of Business, majoring in Accounting and Finance, from the University of Technology Sydney and has completed his Level I CFA qualification.

Branko specialises in research into mining, energy, REITs and banks, having joined E&P as a graduate research analyst in early 2021. His current responsibilities include conducting fundamental company and industry research, as well as building and maintaining financials models.

Prior to joining the research team, Branko was involved with the Group’s Family Wealth Management division as part of the E&P Internship Program.

Branko holds a Bachelor of Commerce, with majors in Finance and Economics from the University of Melbourne.

Sam specialises in research into the gaming and leisure sector, having joined E&P as a graduate research analyst. His current responsibilities include conducting fundamental company and industry research as well as maintaining financial models for valuation purposes.

Prior to joining the Research team, Sam was involved with the Group’s Wealth team as part of the E&P Graduate Program.

Sam holds a Bachelor of Commerce and a Master of Advanced Finance from Monash University.

Azib joined E&P in 2022 and leads the banking sector research.

Azib has covered the banking sector since 2006, most recently as the lead banking analyst at Morgans Financial for the six years prior to joining E&P. Prior to Morgans, Azib covered the Australian banks and diversified financials primarily at BBY and Wilson HTM.

Azib began his career as an Actuarial Consultant at PricewaterhouseCoopers, consulting to banks and general insurers.

Azib is an Associate of the Institute of Actuaries of Australia (AIAA) and has a Bachelor of Commerce – Actuarial Studies from Macquarie University.