Research

Bethany specialises in research into the consumer sector for E&P, having initially joined Evans and Partners in 2019 as an associate research analyst covering the retail sector. In her current role, Bethany conducts research on ASX-listed companies in the retail sector and utilises her expertise in data science to explore further insights for the Research team.

Prior to joining Evans and Partners Bethany completed a period of work experience for both Commonwealth Bank and Accenture in the area of data analytics.

Bethany has a Bachelor of Mathematical Sciences (Advanced) with a major in Applied Mathematics and a Masters’ of Mathematical Research in statistical modelling from the University of Adelaide.

Nikolai specialises in research into the diversified financials’ sector for E&P, having initially joined Evans and Partners in 2019 as a graduate associate research analyst.

Previously, he was an intern with the Institutional Equities team as part of the Evans Dixon Internship Program.

He is passionate about understanding the fundamental and macroeconomic drivers for a company and ascertaining how these catalysts differentiate from other companies in the sector.

Nikolai has a Bachelor of Economics (First Class Honours) from the University of Sydney.

Kieran specialises in research into the small caps sector for E&P, having joined the firm 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 Dixon Advisory 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 Management division of Evans Dixon.

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.

Pallavi specialises in research into high-yield companies for E&P, joining the firm in 2020 as an associate research analyst covering REITs, mining, 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 Dixon Advisory’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.

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 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 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.

Nira specialises in research into the real assets sector for E&P, having joined Evans and Partners in 2019 to assist with the coverage of companies in the real asset space.

Prior to her current position, Nira worked on the buy-side at JCP Investment Partners specialising in covering small caps and financials. Nira has also work and on the sell-side covering the infrastructure, energy and utilities sectors at RBC Capital Markets for nearly 5 years.

Nira originally started her career at ANZ in Group Strategy and M&A in 2011.

Nira holds a Bachelor of Commerce (Finance Honours) from the University of Melbourne and is CFA Charterholder.

Davin specialises in research into the healthcare sector for E&P, having initially joined Evans and Partners in 2016 as an associate research analyst covering the healthcare sector, before being promoted to a research analyst to focus on the small-mid cap healthcare sector.

He initially commenced his career with KPMG and then joined Ernst & Young as a senior consultant within the Transactions Services team specialising in healthcare deals. Prior to taking up his current role he was in the Caltex Corporate Finance team.

Davin completed a Bachelor of Commerce at the University of Newcastle and was a Colombo Plan Scholar. He has also completed his Chartered Accountancy with the Institute of Chartered Accountants Australia and is a CFA Charterholder.

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.

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.

Tim Rocks

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.

Naveen Patney

Naveen is Executive Director of Small Caps Research at E&P, having joined in 2020. He has more than 16 years’ industry experience across a wide range of sectors.
Naveen initially commenced his career as an Actuarial Analyst at QBE Insurance Group in 2003 before transitioning to equities in 2006. During his time on the sell side, Naveen established a reputation as a leading Small Caps Analyst in Australia across institutional investor surveys including Peter Lee and East Coles during his time at CLSA and CBA Equities.

Prior to joining E&P, Naveen was previously Portfolio Manager at Renaissance Asset Management covering small and mid-cap sectors and Investment Analyst at Auscap Asset Management.

Naveen has a Bachelor of Commerce, majoring in Actuarial Studies from Macquarie University.

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.

Sacha leads the gaming and leisure sector research for E&P, having initially joined Evans and Partners in 2018 as a senior research analyst. He brings more than ten years of research and industry experience to his role.

Prior to joining Evans and Partners, Sacha was most recently General Manager of Investor Relations at Tabcorp Holdings Limited, during the completion of the company’s merger with Tatts Group.

He also spent seven years at CLSA Australia where he was a senior analyst covering the gaming, internet and media sectors as well as three years as a gaming and media analyst with the Commonwealth Bank. In his earlier career, Sacha was a corporate and commercial lawyer with a boutique Melbourne law firm.

Sacha holds a Bachelor of Laws and Science from Monash University and is a CFA Charterholder.

Matthew leads the financial sector research at E&P, having initially joined Evans and Partners in 2019 as a senior research analyst covering the Australian banking sector. He has more than 20 years’ industry experience working in key analytical and research roles across domestic and international equity markets.

Prior to his current position, Matthew was a Director at Deutsche Bank, where he was responsible for researching the Australian banking sector. Before that he spent eight years on the buy-side at JCP Investment Partners analysing financials and managing a portfolio. His research experience also includes seven years at Morgan Stanley in Asia where he researched banks across the region and co-headed the Banking Research team, as well as six years at Credit Suisse covering Australian banks.

In his earlier career Matthew was a Senior Accountant at Coopers & Lybrand.

Matthew holds a Bachelor of Commerce from the University of Melbourne and is an Associate of Chartered Accounting in Australia/New Zealand and a CFA Charterholder.

Steve leads the healthcare sector research for E&P, having initially joined Evans and Partners in 2016 as a senior research analyst.

He originally commenced his career in the financial services sector at Arthur Anderson in the audit division. After completing his Professional Year with the Institute of Chartered Accountants he relocated to London where he worked in both fixed income and equities at Salomon Brothers.

On returning to Australia, Steve joined Macquarie Bank as a research analyst in the equities division covering a range of sectors including insurance, tourism and leisure and healthcare. Steve led the Tourism and Leisure research team for seven years and was ranked #1 analyst in the sector for five consecutive years.

During this time, he was promoted to Division Director and transitioned to head up the Healthcare team where he rapidly gained attention as a top-ranking analyst. In 2011, he moved to JPMorgan Australia as an executive director where he led the Healthcare team for five years.

Steve completed a Bachelor of Economics, majoring in Accounting at the University of Sydney and is a member of the Institute of Chartered Accountants in Australia.

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 20 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.

Simon leads the diversified financials’ sector research for E&P, having initially joined Evans and Partners in 2014 as a senior research analyst. He has more than 25 years research experience analysing various industry sectors.

He originally commenced his career at Westpac Investment Management as a dealing desk assistant before moving into the research team. In 2000, Simon joined AMP Capital Investors as a portfolio manager/ analyst working on the enhanced index funds, before taking up a role with the Capital team as a senior portfolio manager/analyst.

Simon then took up a role as an Equities Analyst with Moelis & Co in Sydney where he was responsible for coverage related to diversified financials, contractors and transport stocks.

He has completed a Bachelor of Business (majoring in Banking and Finance) from Monash University.

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).

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.

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.