As Head of Fixed Income, Short Term Investments & Global Credit, Tony oversees of a range of fixed income, credit, and cash investment capabilities. He provides investment leadership and strategy to deliver on a wide variety of client objectives. He also has responsibility for investment outcomes, governance, team management, product development, client servicing, business development, and managing our counterparty relationships. Over his career spanning more than three decades, Tony has a proven track record of achieving success as an investor, engaging with clients, managing businesses, and nurturing talent. Tony joined First Sentier Investors in March 2002 as a result of the merger of Commonwealth Investment Management and (then) Colonial First State, where he had established the Cash business in April 1988. Prior to this, Tony was employed at the Commonwealth Bank of Australia, in the Global Markets Treasury Division, in a variety of portfolio trading roles. In 2003, Tony was appointed as a Trustee Director of the Commonwealth Bank Officers Superannuation Corporation (CBA Group Super). In 2012, Tony was appointed to the Market Governance Committee of the Australian Financial Markets Association (AFMA), where he currently acts as Deputy Chair.
Ky Van is Co-Lead of Credit Research focused on oversight of the credit research function and the further harmonisation of methods across both the rating and relative value elements of credit analysis worldwide. She joined the company in January 2017 and retains active coverage responsibilities, primarily in the investment grade Industrials and Energy sectors. Prior to joining the company, Ky Van was a Senior Credit Analyst at QIC and spent more than eight years in London as an analyst and manager of high yield credits for Aberdeen Asset Management and Canaccord. Ky Van holds a double degree in Bachelor of Science (Adv)/Bachelor of Commerce and is a CFA charterholder.
Mike is Co-Lead of Credit Research focused on oversight of the credit research function and the further harmonisation of methods across both the rating and relative value elements of credit analysis worldwide. He joined the company in May 2014 and retains active coverage responsibilities, primarily in the investment grade Financials, Healthcare, and Consumer sectors. Prior to joining the company, Mike worked at Invesco, most recently as a Senior Credit Analyst, Investment Grade Credit. Mike served on active duty in the United States Army’s 1st Cavalry Division as a Combat Engineer Officer. He is a 1997 graduate of The United States Military Academy in West Point, NY and has a Master of Business Administration degree from Bellarmine University.
Andrew is responsible for corporate credit analysis and relative value opportunities within the US Investment Grade credit universe, with a focus on Telecommunication, Media, and Telecom (TMT), Transportation, Capital Goods, and Manufacturing sectors. Andrew joined FSI in July 2014 and has over a decade of investment experience. Prior to joining FSI, Andrew was an Associate Fixed Income Analyst at Invesco in Atlanta, Georgia. In this position, Andrew performed credit research on corporate issuers of money market securities, as well as covering Investment Grade Consumer Staples issuers and assessing counterparty risk for Invesco Fixed Income. Andrew graduated from the University of Louisville with a Bachelor of Science in Finance.
As Credit Analyst, Rhys is responsible for credit analysis, focusing on European Industrials. Rhys has over 10 years’ experience. Prior to this, Rhys worked as a credit analyst at ECM. Rhys hold a degree in Economics from Bath University and is a CFA charterholder.
As Senior Credit Analyst, Alan is responsible for credit research and analysis of global (ex-Asia) financial institutions. Alan has over 18 years’ experience. Prior to this, Alan was a Relationship Manager within the investment banking unit of BNP Paribas. Alan has a Bachelors of Commerce Actuarial and is a CFA charterholder.
Adrian Au, based in our Hong Kong office, is a Senior Manager Credit Analyst for Asian Fixed Income team. In his role, Adrian is responsible for in-house credit risk evaluation of Asian credits, with a focus on corporates. Adrian joined in July 2006 as Manager Credit Analysis for the Asian Fixed Income team. Prior to joining, Adrian worked as a senior credit analyst for more than 10 years at Global Financial Risk Management Division of Barclays Capital Asia Limited where he covered credit risk analysis of private and listed corporations, infrastructure projects, and banks having extensive experience in different credit and legal environments of Asian countries. Prior to Barclays, he worked in a corporate finance team at one of top four Japanese securities houses after he had gained audit experience from a CPA firm in Hong Kong. Adrian holds a Bachelor of Arts with Honours in Accounting from University of West London. He has also completed postgraduate studies in Risk Management at the University of Hong Kong.
As Portfolio Manager, Craig is responsible for the management of global credit portfolios including asset selection, relative value analysis and portfolio construction. Craig has over 12 years’ experience. Craig joined the Credit Team as a Credit Analyst in June 2005. From July 2010 he was the portfolio manager for a number of passive, active and ALM Australian fixed income portfolios. Craig commenced responsibility for the suite of Global Credit products in 2014. Craig is a CFA charterholder. He holds a Master of Applied Finance from Macquarie University, a Diploma of Financial Planning and a Diploma of Financial Markets from FINSIA. Craig is PS146 compliant, and a member of the CFA Society of Sydney.
As Portfolio Manager, Ben is responsible for the management of global credit portfolios including asset selection, relative value analysis and portfolio construction, with a particular focus on interest-rate and foreign currency risk management. Ben joined the company’s Global Fixed Interest team in 2015, where he was responsible for the day-to-day management of a range of global sovereign and Australian diversified funds. In 2016, Ben transitioned to the Short Term Investments and Global Credit team, with a sole focus on the Global Credit suite of products. Prior to this, Ben spent five years with Queensland Treasury Corporation, working in various analytical roles across the Risk and Markets businesses. Ben holds a Bachelor of Business and Master of Business (App. Fin.) from the Queensland University of Technology.
As Credit Analyst, Patricia is responsible for credit analysis, focusing on the Consumer Discretionary and Non-Discretionary, Airports, Manufacturing, Oil & Gas and Pharmaceuticals sectors. Patricia has over 13 years’ experience. Prior to this, Patricia was an Assistant Portfolio Manager in the Fixed Income team at QBE Group. Patricia holds bachelor degrees in Commerce, Actuarial Studies, Science and Computer Science from Macquarie University, and is AFMA accredited.
As Credit Analyst, Adrian is responsible for credit analysis, focusing on the real estate and banking sectors globally. Adrian has 10 years’ experience. Prior to this, Adrian worked as a Ratings Analyst at Standard & Poor’s. Adrian holds a Bachelor of Commerce (Hons) from the University of Melbourne.
Jenny Khamphet is a Senior Credit Analyst in the Credit Research team at First Sentier Investors. Jenny joined the research team in November 2018 but had previously worked as a contractor within the team from August 2015 to February 2018.
Jenny’s primary responsibility is to monitor companies in the Energy, Pharmaceuticals, Utilities and Packaged Foods sectors.
Jenny has over 20 years of experience in the financial markets having held roles on both the buy-side and sell-side of the debt and equity markets. She has had extensive coverage in both Australian and Global companies covering a range of sectors such as Media, Energy, Pharmaceuticals, Consumables, Retailers, Airports, Airlines, Utilities and Financials. Prior to joining First Sentier Investors, Jenny worked at the National Australia Bank providing credit research on the sell-side, Commonwealth Bank of Australia providing sell-side credit research, Merrill Lynch providing sell-side equity research and Prudential Portfolio Asset Management providing buy-side equity research.
Jenny holds a Bachelor of Commerce (Accounting) at the University of NSW, has a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, holds a Graduate Diploma in Financial Planning and is a CFA Charterholder.
Jin Hur, based in our Hong Kong office, is a Credit Analyst, Emerging Markets and Asian Fixed Income. In his role, Jin is responsible for the in-depth credit research analysis of Asian credits, with a focus on financial institutions, technology and telecom sector. Prior to joining in February 2018, Jin worked at ANZ Hong Kong as an Associate Director in Financial Institutions Group Research & Analysis covering India, Korea, Japan, Vietnam and Hong Kong. Prior to ANZ Hong Kong, Jin was an analyst at Fitch Ratings Hong Kong’s Financial Institutions Group covering Hong Kong, Macau, Korea and Mongolia. Before that, he was a senior consultant at Ernst & Young Sydney’s Infrastructure Advisory team. Jin started his career with Ernst & Young Sydney’s Assurance and Advisory Services focusing on technology, communications and entertainment sectors. Jin is a qualified Chartered Accountant (CA) and FRM charter holder. He also holds a Bachelor of Commerce degree from the University of Sydney.