
Matthew is a Portfolio Manager at Martin Currie Australia (MCA). He also specialises in fundamental research of the Australian financial sector and has a keen interest in uncovering true fundamental insights.
Matthew joined MCA’s predecessor firm in June 2013 as the team’s finance sector analyst and was promoted to Portfolio Manager in 2022 to lead the Active Insight strategy alongside Sam Li. This promotion recognised Matthew’s ability to extract the fundamental insights from the broader team, deliver alpha, and communicate to clients, consultants and broader investor group. Matthew is also a co-Portfolio Manager for MCA’s Dynamic Value strategy.
Matthew is passionate that his work helps to deliver solutions against the needs of clients, and he’s thoroughly enjoyed seeing the evolution of the MCA product suite.
Prior to joining the firm, Matthew worked at Merrill Lynch for nine years as lead banking analyst. He has also worked at Citigroup Smith Barney as an equity research analyst in the financials team, and at National Australia Bank in its M&A division, where he was involved in a number of large transactions. Matthew has a Bachelor of Commerce (Honours) from the University of Melbourne, and holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Center Heading Related insights
Related insights
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Australian Reporting Season Wrap – Be careful what you wish for…
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
- Date published
- 19 Sep 2024
- Tag
- Cross-Strategy Australia
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Webinar: Australian Reporting Season - Be careful what you wish for…
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 11 Sep 2024
- Tag
- Cross-Strategy Australia
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Beyond the AI Hype: The case for Value in today's market
We delve into the case for prioritising Value for a pathway beyond current market conditions.
- Date published
- 6 Aug 2024
- Tag
- Cross-Strategy Australia
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Generating consistent alpha: Focusing on fundamental ‘active insights’ over style factors
Low-cost, systematic products fuel the active/passive debate. Can a 'goldilocks' active portfolio be built? We believe consistent alpha with lower tracking error is possible by removing style factor cyclicality & focusing on deep fundamental insight.
- Date published
- 4 Jun 2024
- Tag
- Australia Active Insights