Portfolio Manager
As a Portfolio Manager and Trader he has delivered alpha for investors through portfolio construction and strategy, superior implementation and sound risk management.
As Portfolio Manager of the Australian Equity Income Fund at Fortitude Capital he utilised the Buy-Write Strategy to produce better risk-adjusted returns with higher income.
As the Head Trader at Perennial Value he traded over $4.5B annually in equities and derivatives over 9 years. Equity trading ranged from micro caps to ESG to large caps and derivatives ranging from global index futures to individual stock options.
On the sell-side at Citigroup, Macquarie and Lehman Brothers as a Sales Trader and in Derivative Sales he covered hedge funds, long-only institutions, pension funds and family offices adding to client performance through idea generation and execution.
Phil holds a Bachelor Degree of Sports Science (majoring in Coaching) from UNSW.