Stein joins OC as an Analyst from Altair Asset Management where he specialised in Australian small and mid-cap industrial and financial companies.

“We’re pleased to welcome Daniel to the team. He brings strong Australian smaller companies research and investment expertise that will complement our team’s capabilities,” Frost said.

“With the recent launch of our micro-cap fund, our investment universe has grown. Daniel will enable us to cover more stocks and identify value-creation opportunities for the long-term benefit of investors.”

Welcoming the appointment, Sam Baillieu, Chief Executive Officer of OC’s parent company, Copia Investment Partners, said “OC’s growth is testament to the solid long-term performance of its portfolios and recent release of a dedicated micro-cap strategy.”

“Robert and his team are committed and highly rated smaller companies investors, so its pleasing to see OC bolster its efforts through this appointment.”

Stein will support Robert Frost, Robert Calnon and Stephen Evans from OC’s Melbourne office and will be responsible for financial modelling and researching Australian small and micro-cap companies.

Stein is a CFA charterholder and holds a Bachelor of Commerce from the University of Western Australia.

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High conviction Australian equities manager, Altair Asset Management, today announced a series of appointments to its team of Australian equities experts.

Altair’s philosophy is to only invest in a focused portfolio of Australian equities. “Historically, Australian equities have proven to be the most reliable asset class over the long term,” said Managing Director Philip Parker.

“Altair is focused on active management of investment strategies and client portfolios. The ability to be nimble, confident and responsive is the key to active management.

Launched last month, Altair is headed by Mr Parker, whose career in investment markets spans funds management, dealing and advising.

The latest appointments join a team of experienced investment professionals. Head of Research and Process, David Langford, was formerly Head of Research at ING Investment Management and has also held senior roles at a number of top tier global investment banks; while Chief Economic Advisor, Stephen Roberts, who was most recently Nomura’s Chief Economist in Australia, has a career spanning almost 40 years with extensive experience in banking, broking and funds management.

The team also includes Portfolio Manager and Analyst Tim Riordan; and Mathew Longworth, a geologist and Senior Consultant Analyst for resources companies.

The new appointments announced today are:

Alvin Chan – Portfolio Manager/Analyst

Mr Chan is responsible for research across various industrial-related sectors, and will also be assisting in managing Altair’s equity income and concentrated equity strategies.   Mr Chan brings broad-based industry and analytical experience, most recently from AMP Capital, where he was a Portfolio Manager and Analyst in the Capital team.

Cindy Liu – Senior Quantitative Analyst

Ms Liu is responsible for quantitative analysis and developing the team’s quant techniques.  She specialises in Australian equity systems for asset management.  She was previously a Quantitative Analyst at ING Investment Management.

Daniel Stein – Associate Analyst

Mr Stein is responsible for financial modelling, analysis and equity research. He was most recently an Analyst in the Corporate Finance team at Wilson HTM.

Toby Bellingham – Equities Trader

Mr Bellingham is responsible for Altair’s trading and related execution functions.  He is an experienced equities trader, and most recently worked at Invesco and Schroders Investment Management in Sydney.

“Actively managing an equities portfolio demands rapid, informed decisions,” Mr Parker said. “To do this you need a team that is experienced in a wide range of aspects of the Australian equities market, to provide the perspective and insight to make those decisions confidently.”

“We’re extremely pleased that we’ve been able to form such a talented, highly-skilled group of investment professionals.

“David comes with extensive experience and deep networks in the equity market and corporate Australia, which is complemented by the analytical insights and abilities of Alvin, Cindy and Daniel. This greatly enhances our research process, because access to market participants is crucial to understanding a company’s true value.

“We’re also delighted to have on board one of the most experienced and respected members of the Australian investment community in Stephen. “The team will certainly benefit greatly from his expertise, and we’re confident each of these appointments gives Altair an experienced team that will help us deliver institutional rigour with a personal approach,” Mr Parker concluded.

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