John’s most recent role was with Northward Capital where he was Executive Director/Portfolio Manager for the Northward Equity Income Fund and Ethical Equity Income Fund.
He has specialised in structuring and managing strong performing investment funds that target after tax returns designed for specific outcomes, including low volatility, low drawdown and consistent income to investors.
Mathew McCrum, Omega co-founder said John was a strong cultural fit, complementing Omega’s ‘can-do’ approach applied to co-designing investment products that meet specific client outcomes. This approach has seen Omega recently top $3.2 Billion in funds under management, and growing.
“For a variety of important reasons, we are witnessing a fundamental shift by investors towards the risk-managed, outcomes focused end of the investment management spectrum. John’s background in this space dovetails perfectly for Omega, its existing capability and its ambitions as the pre-eminent provider of smart portfolio design that meets the specific outcomes of its investors.
“We welcome John’s contribution to our growth and investment capability on behalf of our clients,” he said.
John said he was excited be joining the Omega team and that new product lines based on his previous knowledge and experience would help meet underlying investor demand.
“This is a perfect alignment of interest for myself and Omega – the outcomes oriented approach is coming into its own and we have plenty to offer investors straight off the bat.”
John brings to Omega 30 years’ of financial markets experience having been involved in managing teams for over 25 years with four major Investment banks. His global experience in senior roles includes stints in London and Hong Kong. More recently John held senior positions with Macquarie Bank and Citigroup managing a team of derivative professionals within their respective Investment Banking Groups.
John has an extensive derivative background enabling him to originate and structure new products and ideas to meet individual client needs that are implemented in a robust risk management framework. He has worked across multi asset classes which gives him the capability to offer the right products and solutions to both retail and institutional investors.
John has been actively involved in educating clients on how to use derivatives as an overlay and hedging strategy.