Marcus Burns

Portfolio Manager

Marcus has been a Portfolio Manager at Spheria since its inception in April 2016. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years. Marcus has an established track record generating strong investment portfolio returns for investors.

He worked alongside his Co-Portfolio Manager Matthew Booker at Schroders since the beginning of 2013 and co-managed the Australian small and micro-cap portfolios with Matthew. These funds generated double digit returns above benchmark during this time frame.

Matthew Booker

Portfolio Manager

Matthew has been a Portfolio Manager at Spheria since its inception in April 2016. He has managed small company portfolios through volatile market cycles for over 12 years and has established a track record for generating returns that have exceeded portfolio benchmarks.

More recently, Matthew worked at Concord Capital and then Schroders, managing the smaller companies fund as well as the micro-cap product at Schroders. At Schroders, the funds co-managed with Marcus Burns generated significant double digit returns above benchmark during their three years together.

Adam Lund

Analyst / Trader

Adam is one of the founding members of the Manager and is responsible for the trading of all of the Manager’s investment strategies. Adam also has research and portfolio construction responsibilities.

Adam’s career began in 2005 at Thomas Hopper & Partners Chartered Accountants where he worked across the taxation, audit and company account divisions.

Prior to Spheria, Adam spent 5 years as an equities and derivatives trader at Schroders Investment Management Australia. Adam worked closely with Matthew Booker and Marcus Burns trading for the Small and Micro cap funds.

Olivier Coulon

Deputy Portfolio Manager

Olivier joined Spheria in January 2018 as an Analyst responsible for research, investment idea generation and portfolio construction across the Manager’s strategies. Olivier has over 13 years of experience across the buy and sell side, analysing smaller companies in Australia and NZ. Olivier’s career began in 2004 at UBS Australia where he worked as an Equity Analyst in the Emerging Companies Team. Prior to joining Spheria, Olivier was employed for over 11 years as an Investment Analyst at BT Investment Management, during which he was responsible for investment idea generation and assisted with managing the portfolio construction of both the Smaller Companies and Microcap Opportunities funds.

Al Doecke

Trader

Allister joined Spheria in April 2018 as a Trader for the Manager’s investment strategies. Allister has over 10 years of experience in the Australian equities market, being previously employed as an Institutional Trader at Taylor Collison. Allister graduated from the University of Technology Sydney with a Bachelor of Finance in 2013.

Gino Rossi

Portfolio Manager (Global)

Gino joined Spheria in October 2018. Gino began his career as part of Credit Suisse Asset Management Equities team in January 2000. During his 17 years in investment markets, Gino has covered Australian and International Equities, across both small-cap and large. Most recently he was Deputy Portfolio Manager of Arnhem’s International Fund which delivered returns well in excess of the benchmark. Gino has also worked in Corporate Strategy for an ASX100 company and was a number one rated sell-side analyst at Citi Investment Research. He has specialised sector knowledge across a broad range of industries, most notably Healthcare and Consumer.

Jerram Lindsay

Analyst (Global)

Jerram joined Spheria in March 2019 with research responsibilities after working in the Investment Management Services team at Pinnacle Investment Management for over a year. Jerram holds a Bachelor of Commerce (Hons) from the University of Queensland.

Aimee Jordan

Analyst (Global)

Aimee joined Spheria in September 2019 with research responsibilities after working at Bank of America Merrill Lynch for over 2 years focusing on large cap ASX companies. Aimee holds a Bachelor of Commerce from The University of Sydney.