Rudi established the Equity Income capability in 2004 and has a strong track record in managing these objectives-based investment strategies. He is Co-Portfolio Manager for the Equity Income Fund and the Target Return Income Fund and is responsible for investment strategy, stock selection, portfolio construction, investment process enhancement and management of the Equity Income investment team.
Rudi joined First Sentier Investors in 2000 and his previous roles included Australian Equities Senior Portfolio Manager, Equity Analyst covering small companies and Senior Quantitative Analyst. He completed a Bachelor of Commerce degree majoring in Actuarial Studies, and a Bachelor of Applied Finance from Macquarie University. Rudi earned the CFA charter in 2003 and is a graduate of the Australian Institute of Company Directors.
Jason joined First Sentier Investors in 1998. He is responsible for the management of the Equity Income Fund, an Australian equities strategy focused on high income and low volatility outcomes, and the equity derivatives, listed equities and capital notes investments for the Target Return Income Fund - strategies that Jason established more then 14 years ago.
In this role, Jason is a specialist in equity options portfolio management. In addition to his 20 years' portfolio management experience, Jason has over 11 years of investment and quantitative systems experience having also worked with Colonial First State, Prudential and Westpac Investment Managers. He has completed a Bachelor of Agricultural Science, majoring in mathematics, computing and research statistics.
Marlon is responsible for the management of the Equity Income Fund, and Australian equities strategy focused on high income and low volatility outcomes, and the listed equities and capital notes investments for the Target Return Income Fund. In addition to his portfolio management responsibilities, Marlon is a specialist in equity portfolio risk analysis and derivative pricing, and leads the team's fundamental stock research.
Marlon joined First Sentier Investors in 2007. He has held a number of investment roles including Australian Equities Senior Quantitative Analyst and analyst roles in Funds of Hedge Funds, Listed Property and Asian Fixed Income. He has completed a Bachelor of Commerce degree, with majors in Actuarial Studies and Finance, from the University of New South Wales. He also holds a CFA charter, is a Fellow of the Institute of Actuaries Australia accreditation and lectures the Investment Management and Finance specialist stream for the Actuarial qualification program.