Josh Phillips

Tyndall Asset Management (Tyndall AM), one of Australia’s largest and most experienced Australian equity investment teams, is pleased to announce the appointment of Josh Phillips who has joined as co-Portfolio Manager for the firm’s growing small companies franchise.

Josh joins Tyndall AM with 12 years’ investment industry experience. He was most recently at Aware Super, where he was co-PM of the small cap capability from its inception, with responsibility for development of the strategy’s philosophy and process, following five years in Aware’s Australian Domestic Equities team as an Associate PM and with responsibility for consumer sector coverage.

Prior to Aware Super, Josh’s prior roles include approximately eight years in Global Equities roles with Auscap Asset Management and Perpetual Investments.

Josh will work alongside co-PM James Nguyen to help drive the performance of Tyndall AM’s small companies portfolio. His focus will include uncovering high-potential opportunities in the small-cap sector, leveraging his strong analytical acumen and deep understanding of the Australian market.

Tim Johnston, Head of Australian Equities at Tyndall AM, commented: “We’re delighted to welcome Josh to Tyndall. His strong capabilities and passion for investing make him a perfect fit for our growing small companies franchise, which as at 31 December 2024 has delivered an impressive 15.41% p.a. before fees its inception, outperforming its benchmark by +5.52% p.a.

“Josh’s appointment underscores Tyndall AM’s ongoing commitment to enhancing its investment capabilities and delivering exceptional value for its clients. His expertise aligns with the Firm’s disciplined, research-driven approach to delivering long-term value across the Australian small-cap sector.”

Josh Phillips added: “I’m excited to have joined Tyndall, a Firm with a rich history of active investing and a client-first approach. I look forward to working alongside James and the broader team and contributing to the ongoing success of the small companies portfolio.”

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Mr Phillips joined Perpetual as a graduate in 2012 and has worked across several divisions in Perpetual Investments.

As a Global Equities Analyst, Mr Phillips will focus on strategies covering mainly consumer discretionary, industrial, chemical and diversified financial companies.

Perpetual Head of Equities, Paul Skamvougeras said Mr Phillips’ appointment to this role highlighted Perpetual’s commitment to developing staff and promoting from within the organisation.

“This appointment further demonstrates the continued growth of our global equities capability and our commitment to this strategy,” Mr Skamvougeras said.

Perpetual’s equities team comprises 20 investment professionals managing a hand-picked portfolio of high quality companies chosen for their long-term investment potential and attractive valuations. The global strategy currently has $1.3bn in funds under management.

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