A former academic with a science background, Dawn Kanelleas, Head of Australian Small and Mid-Cap Companies at First Sentier Investors, reveals how she found and has maintained her edge investing in small-capitalised companies.
Dawn Kanelleas
Dawn discusses her Greek heritage, personal influences, and her professional journey into financial markets and asset management after completing a PhD thesis in rare earths in this wide-ranging interview.
Her success managing small company portfolios since 2008 is built on her analytical background, as well her ability to be open to new ideas and different ways of thinking about risk and reward.
Dawn delves into what drives her decision making and the thinking behind the portfolio allocations she is responsible for today.
This Livewire podcast is for general information purposes only. It is not intended to be investment or financial advice and does not take into account the specific investment objectives, financial situation or needs of any particular person. References to specific securities should not be construed as a recommendation to buy or sell such securities. The product disclosure statement (PDS) for the First Sentier Australian MidCap Fund, ARSN 617 440 589 (Fund) issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) should be considered before making an investment decision. The PDS and target market determination (TMD) is available from First Sentier Investors on its website and should be considered by prospective investors before any investment decision to ensure that investors form part of the target market.
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This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.
This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the Author only and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information needed to make an investment decision in relation to such a financial product.
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