investment management australia

Equitable Investors is an independent investment manager focused on identifying listed and unlisted investment opportunities and engaging constructively with the people behind them to maximise shareholder value. Its directors have many decades of combined professional experience in investment markets, focused on those market segments in which higher total returns are most likely to be found, being micro-to-mid cap listed companies, larger strategic opportunities, unlisted growth opportunities & mezzanine or alternative financing.

Our Leaders


Martin Pretty, CFA – Founding Director & Investment Manager

Prior to founding Equitable Investors, Martin was an Investment Manager at Thorney and was a key member of the investment team that delivered the highest annualised three-year return - 18.2% pa - across all of Independent Investment Research's listed investment company universe as of the end of February 2017, as set out in this table. Martin is a director of several ASX-listed companies. Earlier in his career, Martin was a finance journalist for The Australian Financial Review and InvestorWeb and subsequently contributed to publications including The Australian, Smart Investor and Eureka Report. Martin is a CFA® charterholder.


Lana Jenkings - Co-Founder & Director, Operations & Compliance

Lana is a co-founder and director with a focus on operations and compliance. Lana was formerly a lawyer with Mallesons and has held a number of ASIC roles across litigation, enforcement, strategy and liaison with financial ombudsman. Lana also has operational experience in the aged care sector.


Samuel Richards – Operations & Risk Advisor

Samuel was Chief Operating Officer of Goldman Sachs Asset Management and Goldman Sachs Australia Funds Management. Goldman Sachs Asset Management Australia & New Zealand was a $16 billion fund manager that managed portfolios across a range of asset classes for Retail and Institutional clients. Samuel is also Managing Director of Brightlight Impact Advisory, an impact investment group.


Paul Dwyer Non-executive Director

Paul was the founder of PSC Insurance (ASX code: PSI), where he is currently a non-executive director with a focus on the strategic direction of the entity. As a businessman, Paul has a track record of achieving strong organic growth, and successfully executing multiple acquisitions. He brings to Equitable Investors not only this experience but also a passion for investing with a long-term view, a strong owner mentality and a shared excitement for supporting great people and great businesses.


Hugh Robertson – Non-executive Director

Hugh is a senior investment adviser with Bell Potter. He has worked in the stockbroking industry for over 30 years with a variety of firms including Falkiners Stockbroking, Investorfirst and Wilson HTM. Among his areas of interest is a concentration on small cap industrial stocks. He has been a director of a number of ASX-listed entities.

Our Trusted Partners

Custodian

Equitable Investors uses an external custodian, Sandhurst Trustees Ltd, to hold all assets for the Fund. Sandhurst is a wholly owned division of Bendigo and Adelaide Bank Ltd.

www.sandhursttrustees.com.au

Administrator

Dragonfly Fund administration functions are undertaken by William Buck Managed Funds Administration (SA), an Adelaide-based boutique that provides services to retail and wholesale funds.

www.williambuck.com/service/managed-funds-administration





Equitable Investors Pty Ltd is licensed as an Australian Financial Services Licensee (AFSL No. 505824)