James Wilson

James Wilson has joined the high grade fixed income specialist investment team as Senior Portfolio Manager, working alongside Chief Investment Officer Charlie Jamieson, based in Melbourne.

James joins from VFMC where he was most recently Senior Portfolio Manager, Fixed Interest and Absolute Returns, managing global and domestic active fixed income portfolios. Prior to that James spent seven and half years at ANZ as a senior rates trader in Sydney and London. It was at ANZ that James first worked alongside Executive Director, Angus Coote. James brings with him more than 15 years’ experience across domestic and global fixed income markets. He is also a member of the finance committee for not-for-profit charitable organisation, Bayley House.

Jamieson Coote Bonds Chief Investment Officer, Charlie Jamieson said: “We’re very proud of the outcomes we have been able to deliver for our clients to date and we are keen to enhance and grow our offering. The appointment of James is another important investment in our business and will strengthen our team approach and ensure we are best placed to continue to deliver strong returns for our investors.”

Senior Portfolio Manager, James Wilson said: “I am excited to be joining the team at Jamieson Coote Bonds at a time when the business is growing its retail and institutional footprint and portfolio breadth. Jamieson Coote Bonds has rapidly become one of the most respected brands in the domestic fixed income market and I am very much looking forward to being a part of the journey going forward.”

Co-founders Charlie Jamieson and Angus Coote launched Jamieson Coote Bonds in 2013 to enable investors to access disaggregated exposure to high grade fixed income and now manages A$5 billion on behalf of superannuation funds, wholesale and retail investors (as at 31 October 2021). The most recent strategy − a global absolute return high grade fixed income strategy – is performing well despite the wider negative headline performance numbers of bonds and has amassed A$500m in funds under management in a short time, since its inception in December 2019. In addition to its Melbourne investment team, Deputy Chief Investment Officer Kate Samranvedhya, and Assistant Portfolio Manager Ben Wang reside in its Singapore office. Jamieson Coote Bonds is backed by non-investment services partner Channel Capital.

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Charles Jamieson

The CC JCB Global Bond Fund (Fund) managed by specialist high grade bond manager Jamieson Coote Bonds (JCB), has been added to Macquarie Investment Manager/Consolidator, Macquarie Super Manager/Consolidator and HUB24 (IDPS and Super) menus, broadening the access to JCB’s global sovereign bond strategy.

Co-Founder and Chief Operating Officer Angus Coote said “We have seen the demand from advisers for this strategy increase due to the risk-off environment created through the ongoing trade tensions and geopolitical flares, the prospect of low to negative interest rates remaining, and a weak Australian dollar (AUD). These themes in combination are providing negatively correlated returns for portfolios in our Unhedged Global Bond strategy that has delivered a return after fees and costs of 14.92% p.a., and 7.45% p.a. (as at 31 August 2019) for our Hedged Global Bond strategy, since inception on 26 February 2019.”

“The Fund is designed to give investors global diversification within their fixed income allocation and can complement domestic risk asset exposures by helping to improve risk-adjusted returns, particularly at this time of uncertainty, where liquidity and transparency are key.” Mr Coote said.

The Fund provides a highly defensive allocation across the G7 Governments and offers both currency hedged (Class A) and unhedged (Class B) classes, giving investors the flexibility to switch between $AUD hedged (to $USD), and $AUD unhedged, at no additional cost.

The Fund is also available on the following supporting platforms; Asgard, Ausmaq, Australian Money Market, BT Wrap and BT Panorama, Mason Stevens, Netwealth (IDPS), Praemium and Powerwrap.

The Fund is managed by Chief Investment Officer, Charlie Jamieson and Deputy CIO Kate Samranvedhya, based in Singapore. Jamieson Coote Bonds currently has A$4 billion of assets under management for both institutional and retail investors.

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Kate Samranvedhya

Jamieson Coote Bonds (JCB), specialist high grade bond manager, has hired ex Hong Kong Monetary Authority portfolio manager, Duangjai (Kate) Samranvedhya as its new Deputy Chief Investment Officer.

Kate will provide input into the management of the domestic high grade bond strategy as well as manage JCB’s global strategy.

JCB Executive Director and Chief Investment Officer, Charlie Jamieson said: “We are delighted to have Kate on board at a time where investors are demanding highly skilled managers who can generate defensive returns, both in domestic and global markets. Kate’s significant experience and skill in managing high grade bonds will only add greater depth to our team and process. We have reached a size now where we can expand our presence, and with Kate on board, have opened an office in Singapore where we intend to build on our local team in Asia.”

Since 2000, Kate has been a career portfolio manager and investment specialist with two large Central Banks in Asia. She specialises in foreign reserve and high grade bond portfolio management across all major global regions.

Commenting on the appointment, Deputy Chief Investment Officer Kate Samranvedhya said “I’m tremendously excited to join JCB. I’ve known Charlie Jamieson and Angus Coote (the founders) for a long time and I share their vision of offering high-quality, highly liquid duration investment strategies to the Australian market. My expertise in managing very large sovereign portfolios across global markets will compliment and add value to the JCB team. We aim to be best in class when people look for a rates and duration fund manager.”

Kate began her career at the Bank of Thailand, the central bank, in investment risk management, and pioneered a balance sheet risk management approach linked to how a central bank conducts its monetary policy and the impact to its balance sheet. From 2007, Kate transitioned into portfolio management, focusing on high grade bonds and managed fixed income portfolios through the GFC. In 2010, she moved to Hong Kong to join the Hong Kong Monetary Authority as a portfolio manager, specialising in rates and cross-country bond allocation.

JCB intends to build on its local team in Asia and its global investment capabilities. JCB currently manages A$1.3 billion of assets for both institutional and retail investors.

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