With over 80 years of combined market expertise, our Investment Committee
combines a deep knowledge of local markets with the power of global oversight.
GARETH JAKEMAN
CHIEF INVESTMENT OFFICER – Territory Funds Management
As the co-founder and Chief Investment Officer of TFM, Gareth has more than 20 years’ experience in financial statement analysis, including more than 15 years founding and running the multi-disciplined wealth advisory practice, Praescius Financial.
As Chair of the Praescius Financial Investment Committee, Gareth has direct responsibility for funds-under-advice in excess of $500 million. He has overseen the asset allocation, risk management and selection of both external asset managers and discrete direct Australian equity mandates for clients. He also brings rounded experience in executing nine acquisitions and one divestment as well as over 30 due diligence exercises into further potential acquisitions, all within the financial services industry.
Gareth is a member of the Australian Institute of Company Directors and has previously served as a board member of Practice Development Group Limited.
MATTHEW HARRINGTON
EXECUTIVE DIRECTOR – Territory Funds Management
Matthew is the co-founder and Executive Director of TFM and has over 10 years’ experience in portfolio management and more than nine years as a Principal involved in running the multi-disciplined wealth advisory practice, Praescius Financial.
Matthew has joint direct responsibility for funds-under advice in excess of $500 million as Member of the Praescius Financial Investment Committee. He has overseen the asset allocation, risk management and selection of both external asset managers and discrete direct Australian equity mandates for clients. Matthew, along with Gareth, has successfully executed nine acquisitions and one divestment as well as over 30 due diligence exercises into further potential acquisitions, all within the financial services industry.
PAUL WHITE
COMMITTEE CHAIRMAN
Mr. Paul M. White has been Chief Executive Officer of Brisbane Broncos Ltd since January 1, 2011. He holds an MBA and spent five years in senior positions with Anglo American Metallurgical Coal. Prior to AA he spent several years with Xstrata Zinc. He has lived and worked throughout regional Queensland including almost 20 years in the Queensland Police Service. The Brisbane Broncos are one of the NRL’s leading franchises both on the field and off the field, and much of their success is attributed to Mr. Paul White’s leadership and strategic thinking. Investments in technology and increased member relations have proved fruitful, increasing revenue and asset values year over year for all of Paul’s tenure as CEO. Mr. White’s unique perspective and corporate suite experience provide a well-rounded investment background to serve on the investment committee.
CRAIG FERGUSON
COMMITTEE MEMBER
Craig was Head Currency Strategist at ANZ Investment Bank between 2003-05, during which time he was the top ranked currency forecaster in Australia according to the Peter Lee Survey. Since starting Antipodean in 2006, he successfully predicted the collapse in global stock markets and the US housing market during the global financial crisis and the recovery thereafter. More recently, Craig predicted the collapse in oil and iron ore prices, and the peak and then bear markets in ASX resource and bank stocks.
KYLE SCHLACHTER
INVESTMENT ANALYST
Earning his Chartered Financial Analyst (CFA) certification in 2014, Kyle has always had a keen interest in markets, with a strong background in energy, asset and structured finance. He has previously held roles at large corporates including Santos, Murphy Oil and Bank of Queensland as well as ASX 300 company Senex Energy. With a B.Sc. in Electrical Engineering and as a CFA charter holder, Kyle offers expert industry insight into a number of key themes that Territory Funds Management is following.
NIRAV PATEL
INVESTMENT ANALYST
Nirav, a CFA Charterholder, brings a wealth of experience in financial modeling and analysis. As an experienced research analyst, Nirav comes with strong technical and fundamental knowledge for investment decision-making.
His international experience spans roles with CRISIL Research, India (S&P subsidiary), Aranca Research and Analytics, India and Entrust Private Wealth, Perth. Nirav earned his Bachelor of Management Studies (Finance) from Narsee Monjee College, Mumbai University and holds a Master of Finance and Banking from Edith Cowan University, Perth.