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Our Story

Our sole focus is to deliver excellence in funds management through equity ownership and the alignment of interests between key investment management staff and our clients

A specialist, active investment management firm

Formed in 2000 and led by well-known investor John Murray. Perennial holds the belief that investment markets are not fully efficient as asset prices are sometimes driven by irrational influences. Perennial aims to buy stocks in good businesses that are undervalued, with an underlying belief that good businesses are eventually recognised by markets and re-rated to overall market multiples.

The business model

Perennial Value’s business model has been designed to create and foster a specialist investment management culture that allows our investment professionals to focus on investing, while being able to leverage the support of a highly experienced team of non-investment professionals. We believe this environment is attractive to our investment professionals as it provides:

  • Independence
  • Stability
  • Incentives
  • Clarity/Focus
  • Equity ownership in their own business.
The key to performance

Our key investment professionals have the opportunity to own equity and are therefore single minded in ensuring delivery of performance ahead of benchmark. At the heart of Perennial Value’s equity ownership structure is the philosophy of aligning the interests of our investment professionals with those of our clients. This also manifests itself in encouraging our investment professionals and other staff members to invest in our funds. We believe that our unique business model allows us to deliver excellence in funds management.

Our Investment Philosophy

The following key investment philosophies enable the Perennial Value to deliver excellence in funds management

Investors’ interests first

Perennial Value shares equity ownership with key investment professionals who work within the business. We believe that this ownership structure cultivates an environment where the interests of investors and investment professionals are clearly aligned.

Independent research

The cornerstone of Perennial Value’s investment process is our proprietary, in-house research. We conduct independent first-hand research on all securities before their inclusion in our investment portfolios.

Active investment management

We believe that investment markets are not fully efficient, causing asset prices to deviate from ‘fair value’. Through careful research of investment fundamentals and the application of a disciplined investment process, market inefficiencies can be identified and exploited by experienced investment professionals applying an active investment approach.

Long-term investing

All of our portfolios are positioned for long-term investment performance outcomes. Our objective is to add value over the medium to long term, relative to a recognised market benchmark, in a risk efficient manner. Many of our capabilities have a proven and consistent long-term track record, with good results relative to our peers.

Our Investment Team
John-Murray

John Murray
Managing Director of Perennial Value

CA, F Fin, BA(Acc)

John Murray established Perennial Value in January 2000 and has over thirty years industry experience. He is one of Australia’s most respected value investors and has built a stable team of investment professionals who have delivered consistently strong results for investors. Under John’s leadership, funds under management have grown from $40 million in 2000 to current levels and Perennial Value has won a number of prestigious industry awards and accolades. In October 2014, John was inducted into the Australian Funds Management Hall of Fame.

Stephen Bruce
Director, Portfolio Management / Head of Research

BEc, MCom, CA, CFA, SA Fin

Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust. In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all broader cap Australian Equities portfolios. He also has research responsibility for the banking, healthcare, telco and agricultural sectors.

Dan Bosscher
Portfolio Manager

BCom, LLB (Hons)

Dan is a Portfolio Manager in the Perennial Value Wealth Defender business. He joined Perennial Value in August 2012 after 15 years at UBS Investment Bank where he held the position of Managing Director – Head UBS Fundamental Investment Group. In this role, Dan managed a seven-person team investing as a multi-strategy hedge fund in the Australian market. At Perennial Dan is responsible for the Wealth Defender Business and Perennials long only concentrated equities fund. This includes managing derivative portfolio risk and stock selection.

Andrew-Smith

Andrew Smith 
Head of Smaller Companies & Micro Caps 

BCom (Hons), GradDipAppFin

Andrew commenced with Perennial in July 2008 as a Senior Analyst with the Small Cap team. In 2010 Andrew became a portfolio manager on the Smaller Companies Fund and shared this responsibility until November 2017 when he became Head of Smaller Companies & Micro Caps. Andrew has been lead manager on the Microcap Opportunities Fund since its inception in February 2017. Andrew’s previous role was Head of Research at Linwar Securities, a boutique broker specialising in smaller company research. Andrew joined Linwar in 2003 and during this time he has gained a deep understanding of stocks across the small cap spectrum. Prior to this, he worked at Tyndall in their graduate program, where he gained experience across a number of functions including accounting, product development and stock analysis.

Brendan Lyons

Brendan Lyons
Portfolio Manager / Head of Private Investments

BSc, MAppFin, GradDipAppFin

Brendan commenced with Perennial in August 2020 as a Portfolio Manager within the Perennial Private Investments team. He has 26 years of global experience across equity markets, corporate transactions, financial & industry analysis, and investment management.

Brendan worked for Goldman Sachs / JBWere for 18 years, including 10 years as an equity partner. He was co-Head of Australian Equities, and also held other senior roles at GS / JBW in institutional equities and equities research in Sydney, Melbourne, London and New York. Early in his career, he was a top ranked equities analyst in a number of industrial sectors including media, conglomerates, chemicals, steel and contractors. After leaving GS, Brendan focused on pre-IPO advisory for private SME companies, which included his role as the founding partner of the corporate advisory and investment management businesses at Kelly+Partners.

Damian Cottier
Portfolio Manager 

BCom, LLB, CFA

Damian is Deputy Portfolio Manager of the Perennial Value Australian Shares Trust and Portfolio Manager of the Perennial Sustainable Future Trust. He also has responsibility for analysing stocks in a number of sectors, including insurance and media. Damian joined Perennial in 2002 and he has accumulated considerable experience during this time as a senior analyst in small, mid and larger capitalisation stocks. He also has experience as a dealer and as portfolio manager of the Perennial Value Microcap Opportunities Fund. Prior to joining Perennial, Damian worked as a lawyer in Sydney and Hong Kong with Freehills, Gilbert+Tobin and Baker & McKenzie. During this time he worked primarily in the corporate law area, often on matters involving governance issues and mergers and acquisitions.

Sam-Berridge

Samuel Berridge 
Portfolio Manager & Resource Analyst

BSc (Hons), GradDipAppFin, MAusIMM

Sam joined Perennial Value Management in April 2012, from the Royal Bank of Scotland in Sydney where he held the role of Metals and Mining Analyst. During that time he won Starmine’s 2011 top Australian Metals and Mining Analyst Award. Prior to transitioning to the investment industry in 2008, he commenced his career in the mining industry gaining open pit mining and exploration experience across key commodities including gold, nickel, iron and uranium. During his six years in the mining sector, Sam held roles with industry leaders such as Equigold and Jindalee Resources in Australia and West Africa.

Scott-Stewart

Scott Stewart
Portfolio Manager

BCom, LLB

Scott Stewart is Portfolio Manager, with 20 years’ experience. He joined in July 2014. Prior to joining Perennial, Scott was a Senior Trader – Global Equities at ANZ, responsible for managing a global derivatives book, as well as the development and coordination of the strategic platform (including the risk management platform). Before that, Scott was Executive Director – Head of Equity Derivatives Trading for UBS in Sydney, managing the Flow, Exotics and Delta One teams. He holds a Bachelor of Commerce and a Bachelor of Laws from Monash University. He has been in the derivatives markets since 1999.

Andrew King
Mid Caps Portfolio Manager

Andrew has over 25 years’ experience in financial markets, with 18 years direct Fund Management experience as a Portfolio Manager. Andrew co-founded Concise Asset Management in 2007, which was a specialised midcap Australian equities manager. Prior to Concise, Andrew spent 12 months employed as a Senior Portfolio Manager with Paradice Investment Management. Andrew also spent 8 years at Investors Mutual, with 6 years as a Senior Portfolio Manager at Investors Mutual Ltd, where the Investment Team was awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management. Andrew was an integral part of the Investment Management Team which grew funds under management from $180 million to in excess of $5 billion. Andrew was Portfolio Manager for the IML Future Leaders Fund, IML Industrial Share Fund and the Sandhurst Industrial Share Fund from 2003 to 2006.

Michael-Polland

Michael  Pollard
Portfolio Manager

BCom, BA, CFA

Michael is a Portfolio Manager in the Perennial Value Wealth Defender Team. Michael has fourteen years of experience managing derivatives portfolios at UBS and Credit Suisse, including eight years spent in London, and most recently ran derivative overlays and tactical asset allocation at a boutique wealth management firm in Melbourne. At Credit Suisse, Michael managed a global emerging markets derivatives portfolio, as well as a portfolio offering systematic alpha and beta exposure to global equity and volatility markets.

Julian-Guido

Julian Guido
Senior Small Caps Analyst

BCom(Acc)

Julian joined Perennial Value in April 2017 as a Senior Small Caps Analyst. Julian is highly renowned in the Australian Small Caps market with over 16 years equities research experience. Prior to joining Perennial Value, Julian specialised in Small Caps institutional sales at Ord Minnett. Julian was most notably the Head of Small and Mid Caps Equities Research at CIMB Securities Australia (formerly RBS and ABN Amro) for over 9 years. Whilst at CIMB, Julian was constantly one of the top ranking Analysts in the Peter Lee Survey, importantly achieving first place in the 2013 survey for Small Caps Analysts. Prior to CIMB, Julian held research positions at Merrill Lynch, Citigroup and County Natwest, again specialising in Small caps as well as large cap industrials.

Ewan-Galloway

Ewan Galloway
Equities Analyst

BA (Hons)

Ewan joined Perennial Value Management as an Equities Analyst in December 2016. Prior to joining Perennial, Ewan spent five years in Investment Banking at Deutsche Bank in London within their Healthcare Corporate Finance team, where he gained extensive experience across corporate advisory, M&A, debt and equity capital markets. Ewan holds a Bachelor of Arts (Honours) in History from the University of Nottingham and has completed the Columbia University Executive Education MBA program. He has research responsibility for large cap resources, oil and energy, utilities and infrastructure.

Haran-Kumareswaran

Haran Kumareswaran
Portfolio Manager

MQF, BCom (Hons)

Haran started at Perennial Value in July 2016 as a Derivatives Analyst with over 9 years derivatives experience. Prior to Perennial Value, Haran was a Treasury, Risk and Foreign Exchange Analyst at Flight Centre. Haran has also held a number of derivatives trading and risk management roles at Olam International, Everest Derivatives Trading and Optiver between 2007 and 2015. Haran has experience in foreign exchange, commodities and treasury throughout the Asia Pacific region. Haran holds a Master of Quantitative Finance from UTS and a Bachelor of Commerce (Honours) from the University of Sydney. Haran’s Honours research thesis topic was “An empirical application of the GARCH model to modelling and forecasting the effect of news on the volatility of stock market returns”.

Ryan Sohn
Deputy Portfolio Manager

BCom(Fin&Acc)

Ryan joined Perennial Value in August 2018 and has research and investment management responsibilities for micro and small cap in the industries of technology, information technology, telecommunication, China discretionary and Pre-IPO/Unlisted investments. Ryan’s previous role was an Investment Analyst at Monash Investors, an Absolute Return Hedge Fund.  During this time Ryan focused on listed and unlisted technology companies as well as general industrial research. Prior to joining Monash Investors Ryan spent two years in Investment Banking at HSBC focusing on structured banking. Ryan holds a Bachelor of Commerce (Finance, Accounting and Marketing) from the University of Western Australia in which he graduated with high distinction. Ryan has successfully started his own start up and also has an active investment blog targeted at millennial investors.

Emilie O’Neill
ESG & Equities Analyst

BCom/BSc(Fin&Psyc)

Emilie is an ESG & equities analyst working primarily in the small caps team. Her main focus is Perennial’s sustainable investment funds. She is also responsible for ESG stewardship including Perennial’s sustainable investment strategy, corporate engagements, proxy voting and ESG research. Additionally, she has research responsibility for selected SMID financial companies.

Prior to joining Perennial, she was a research analyst at Morgan Stanley for the highly rated banks and asset managers sector. She has prior experience in fintech, technology and a business start-up. Emilie holds a Bachelor of Commerce and Science from the University of New South Wales majoring in finance and psychology. She is also a FSA Credential Holder with the Sustainability Accounting Standards Board (SASB) and has her level 1 CFA.

Marco Correia
Equities Analyst

BCom(Fin&Acc)

Marco joined Perennial Value as an Equities Analyst in September 2019, focussing on Perennial Value’s Small Cap and Pre-IPO/Unlisted portfolios. Prior to joining Perennial Value, Marco worked as an Investment Analyst at AMP Capital in their Australian Equities team, as well as an Investment Banker within Rothschild & Co’s Consumer and Industrials team. Marco holds a Bachelor of Commerce (finance and accounting) from the University of Western Australia and is a registered Chartered Accountant (CA ANZ).

Jasmine Kanavas
Assistant Equities Analyst

BMSc/BBus(Fin)

Jasmine joined Perennial in May 2019 as an Assistant Equities Analyst in the Smalls and Micros Team.

In November 2019, Jasmine graduated with a Bachelor of Medical Science & Bachelor of Business (majoring in Finance) from UTS.

Philip-Cornet

Philip Cornet
Dealer

BSc

Philip joined Perennial Value in October 2015. He is responsible for equities trading across all of Perennial Value’s Australian Shares, Smaller Companies and Wealth Defender portfolios. Prior to joining Perennial Value, Philip began his career on the ASX options trading floor 20 years ago with extensive experience in the Australian equities and equity derivatives markets working on both the buy-side and the sell-side.This included trading and client facing roles at investment banks Citigroup, Macquarie Group and Lehman Brothers on the sell-side and on the buy-side as a portfolio manager where he developed and managed equity portfolios with derivative overlays with a focus on implementation, protective strategies and superior risk-adjusted returns.

Steven-Yee

Steven Yee
Dealer

BCom(Fin&CompSc)

Steven joined Perennial Value in November 2009. He is responsible for equities trading across all of Perennial Value’s Australian Shares, Smaller Companies and Shares for Income portfolios. Prior to joining Perennial, Steven was the dealer for Australian equities portfolios and also worked in the Fixed Interest team at Perpetual Investments. Prior to that, Steven was a Logistics Analyst at Nestlé, Australia. Steven has a Bachelor of Commerce (majors in Finance and Computer Science) from the University of Sydney and has completed level 1 of the CFA program.

Our Management, Sales, Marketing, Operations and Legal Teams

Anthony Patterson
Executive Director of Perennial Value

SA Fin, MAICD

Anthony started with Perennial Investment Partners in April 2001 as Head of Sales and Marketing and was promoted to Managing Directors/Chief Executive Officer from May 2003. During his period as Chief Executive, Perennial became Australian’s largest boutique investment management firm. Anthony stood down from this position in March 2012 to focus his attention on Perennial’s largest boutique Perennial Value Management Limited where he serves as an Executive Director. Prior to joining Perennial, Anthony was CEO of Lend Lease Corporate Services Limited. During this time, Anthony participated in the management team, which oversaw the implementation of MLC Limited’s overall business strategy. He sat on MLC’s investment committee and distribution committees for both retail and wholesale funds management. Anthony’s achievements as CEO included accomplishing record profit, sales targets, improved customer retention levels and obtaining higher market share levels for Lend Lease Corporate Services. Anthony was employed by Lend Lease between 1990 and 2001 occupying various management positions. Prior to Lend Lease, Anthony was employed by Capita Benefits Planning Pty Ltd from 1983 to 1990, where he completed his service as WA State Manager in 1990.

Dan Birch
Head of Institutional Sales

BA(Econ) (Hons), BCom(Fin) 

Dan joined Perennial in February 2018 and has 19 years’ experience working in Financial markets in Sydney and London. Dan brings a wealth of knowledge from his time working on both the buy side and sell side enabling him to discuss in depth, best solutions for prospects and clients.  Prior to joining Perennial, Dan has spent the past 8 years in Australia working for OTCX as Managing Director of the Asia Pacific Business and Russell Investments as a Senior Business Development Manager. Dan spent 11 years in London working on the buy side for SW1 Capital and Crosby Capital as a Portfolio Manager, and on the sell side for Execution Stock Brokers as a Sales Trader and Commerzbank in the Equity Strategy team. Dan holds a Bachelor of Commerce (Finance) and a Bachelor of Arts Honours (Economics) from the University of Otago.

Cesar Farfan
Head of Retail Distribution

BCom(Acc&Fin), DipFA

Cesar joined Perennial in November of 2015 and has over twenty years of industry experience, in the areas of funds management and capital markets. Cesar has extensive hands on experience dealing with investors and advisors in Australia and internationally – with acknowledged strengths in presenting wealth management solutions to financial planners, affluent and HNW investors, researchers, private banks, family offices, accounting and legal firms, corporate and superannuation investment committees. Prior to joining Perennial Value, Cesar held senior distribution and product roles at Westpac, MLC, Macquarie Bank, IOOF and Westpac. Cesar holds a Bachelor of Commerce from the University of NSW (Accounting and Finance majors and a minor in Taxation Law), Diploma in Financial Advice from the Securities Institute of Australia and is a Member of SMSF Association.

David Redford-Bell
Senior Investment Specialist (QLD)

CFA

David is a 20 year investment veteran and has worked across a wide variety of different investment types and styles over this time. His experience spans some of the world’s largest investment firms, and includes equities, fixed income, infrastructure, property, private equity, absolute return strategies, hedge funds and exchange traded investments.. He has worked in a wide variety of roles including Head of Operations, Senior Strategist, Compliance Manager and Business Development Director and uses this experience when working with financial advisers, institutions, charities and family offices to help them with their investment strategies, objectives and portfolios. He holds two post graduate degrees including a Master of Applied Finance, and is a CFA Charterholder.

Mark Tisdell
Senior Investment Specialist (NSW/ACT)

BEcon, MSFA

Mark joined Perennial in November 2018 In the role of Senior Investment Specialist and has over twenty years of industry experience, in the areas of Funds Management and Capital Markets. Mark has accountability for NSW and the ACT, with a key focus on third party and intermediary relationships and distribution channels, including National and independent dealer groups, independent financial advisers, stock broking and private wealth segments and platforms. Prior to joining Perennial, Mark held senior distribution and product roles at Macquarie Bank, RBS, BNP Paribas and Citibank. Mark holds an MBA from the University of NSW (AGSM) a Master of Finance from the University of Technology, along with a Diploma and Advanced Diploma in Financial Planning amongst other qualifications.

George Katopis
Senior Investment Specialist (VIC/SA)

BB, RG146, Dip Stockbroking

George joined Perennial in November 2015. In the role of Investment Specialist, George is responsible for the development and execution of the distribution strategy for Perennial Value’s suite of investment solutions that meet the wealth creation needs of retail clients in Australia. George has accountability for Victoria, South Australia and Tasmania, with a key focus on third party and intermediary relationships and distribution channels including National and independent dealer groups, independent financial advisers, stock broking and private wealth segments and platforms. George has been in the financial services industry for over 12 years and prior to joining Perennial, was a Regional Manager (Victoria & Tasmania) within the BT Equites & Gearing division of BT Financial Group, and also occupied various business development management roles within the Commonwealth Bank Group including CommSec, Core Equity Services and Colonial Geared Investments.

Hugo Brettingham-Moore
Investment Specialist (VIC/WA/TAS)

Hugo joined Perennial in March 2018 as an Investment Specialist. Hugo is responsible for the sales and distribution of Perennial Value’s investment solutions across Victoria, Western Australia, and Tasmania. Hugo works closely with national and independent dealer groups, independent financial advisers, stockbroking and private wealth firms and platform providers.

Hugo has over 10 years’ experience working in financial services having previously been with JBWere. Working in the private wealth management division, Hugo was part of a team that advised on all types of investments from Australian and international equities to derivatives and fixed income. Servicing a client base of not-for-profits, family offices, self-managed super funds and private investors, Hugo has a unique insight into the world of financial planners and advisers.

Marjon Crandall
Head of Researcher and Consultant Relationships

BCom(Fin), GradDipAppFin, CFA

Marjon is the Head of Researcher and Consultant Relationships in the Perennial retail sales team. In this role, Marjon is responsible for working closely with research houses, platforms and retail consultants.

Prior to joining Perennial, Marjon spent almost 10 years at Perpetual Investments. In recent years, Marjon also taught workshops on capital markets and corporate finance at the University of Sydney business school.

In earlier years, Marjon held a variety of back office roles in various organisations such as Macquarie Bank, HSBC Australia and Bridges Financial Services. She also spent time working abroad at the Baha’i World Centre in Haifa, Israel and at an English second language institute in Wisconsin, USA.

Marjon has a Bachelor of Commerce with a finance major from the University of Wollongong and a Graduate Diploma of Applied Finance and Investments from the Financial Services Institute of Australasia (FINSIA).

Pyke Gunning
Marketing Manager

BBA, RG146, DipFinPlan

Pyke joined Perennial’s marketing team in October 2019.

Prior to joining Perennial, Pyke spent almost 5 years at Pinnacle Investment Management Group, most recently as an Associate Director in the Marketing team.

Pyke holds a Bachelor of Business Administration from the Hogeschool of Amsterdam, along with a Diploma in Financial Planning amongst other qualifications.

Christelle-Hannah Manila

Christelle-Hannah Manila
Marketing Executive

BA, MCom, RG146

Christelle joined Perennial in February 2020 as a Marketing Executive.

Prior to joining Perennial, Christelle was an associate at BoardRoom for the Unlisted Managed Funds team. She also has prior experience in corporate advisory, venture capital, private wealth, sales and investor relations.

Christelle holds a Master of Commerce and a Bachelor of Arts from the University of Sydney.

Stuart Marshall
Associate Investment Specialist

BCom(Fin&Acc)

Stuart joined Perennial Value in January 2020 as an Associate Investment Specialist in the Retail Distribution team.

Prior to joining Perennial Value, Stuart undertook Investment Internships at Fairlight Asset Management and Wenlock Capital.

In 2019, Stuart graduated with a Bachelor of Commerce (Finance and Accounting) with Distinction from Macquarie University.

Mohammed Habib - Jan 18 web

Mohammed Habib
Data & Reporting Analyst

MURP, BURP, Grad Dip in CIT

Habib joined Perennial Investment Partners in May 2011 as a Data & Reporting Analyst to analyse and manage the CRM database where he is primarily responsible for database design and maintenance. Habib joined the Perennial Value team in November 2015. Prior to joining Perennial, he worked for a Pharmaceutical Company in Sydney as a CRM AUNZ Database Administrator for two years to designing and implementing an Oracle based CRM system named Siebel 7.1. In addition Habib brings over 7 years work experience in a senior management capacity for the Delegation of the European Commission to Bangladesh and CARE International in the data space.

Bill - Feb 2018 web

Bill Anastasopoulos
Head of Legal, Risk & Compliance

BCom, LLB 

Bill has over twenty five years industry experience. He joined Perennial in 1999 as the Head of Legal and Compliance and has recently also become responsible for the risk function for the firm. In his role, Bill oversees the investment compliance, risk and legal functions and develops authors and implements compliance and risk plans and policies for regulatory, industries bodies and mandate compliance. Prior to joining Perennial, Bill worked at Colonial First State Investments and was in charge of the Compliance and Legal team, where he was responsible for in-house legal duties, offer documents and various compliance plans and policies.

Ciao Lam

Ciao Lam
Manager, Legal, Risk and Compliance

BCom, LLB

Ciao joined Perennial in July 2020 as Manager, Legal, Risk and Compliance. Prior to joining Perennial, Ciao worked in the Financial Services & Regulatory team at KPMG Law focusing on providing legal consulting in remediation, policy and governance. She has also gained extensive experience in the financial services industry as a legal graduate and in-house lawyer at AMP. Ciao holds a Bachelor of Commerce and Law from the University of New South Wales and is admitted as a Solicitor of the Supreme Court of NSW.

Roanna Hopping

Roanna Hopping
Financial Controller

BCom, CPA

Roanna joined Perennial in March 2020 as Financial Controller.  Roanna has over 22 years’ experience in a range of industries including media, resources & retail.  Prior to joining Perennial, Roanna was the Head of Finance for Mr Vitamins, a retail supplement business, over-seeing a phase of significant expansion.

Roanna brings a diverse range of experience and skills to this role.  This, combined with a fresh perspective, provides an opportunity to grow professionally and drive improved process and efficiencies.

Roanna holds a Bachelor of Business (Accounting) from Western Sydney University and is a member of CPA Australia.

Tony Lecce
Accountant / Assistant Secretary

BBus(Acc), CPA, J.P

Tony joined the Perennial Value team in June 2018 as assistant in the Finance and LRC department. Prior to joining Perennial, he worked at Inenco Group for 27 years as an Accountant in various roles as part of a large finance team. Tony holds a Bachelor of Business (Accounting) from Western Sydney University and is a member of CPA Australia.

Jason Yang
Quantitative Analyst

BE (Hons), BCom, MCom

Jason Yang joined Perennial Value Management in April 2016 as a Quantitative Analyst responsible for performance measurement, equity attribution, and ex-post/ex-ante risk analysis and reporting.

Prior to Perennial Value, Jason worked at Suncorp as an Analyst for over two and a half years. There, he was the analyst covering all funds’ performance measurement, NAV calculation, and investment reporting. Prior to Suncorp, Jason worked with Maria Water Investment (HK) for three years as an Analyst within the Real Estate & Property research team. And before that Jason worked for MLC for 4 years as Investment Reporting Analyst.

Jason has a Bachelor of Engineering (Honours) and Bachelor of Commerce from University of Melbourne, well as a Master of Commerce, majoring in Funds Management from University of New South Wales. Jason has also completed Level 1 CIPM.

Suzanne Bentley
Head of Operations

Suzanne joined Perennial in February 2020. Suzanne is responsible for the daily management of the operations, setting and implementation of the operations strategic plan and for managing the operations outsourcing arrangements such as Fund Administration. Suzanne has over 27 years’ experience in the financial services industry. Prior to joining Perennial Suzanne with Paradice Investment Management and Nikko Asset Management as Head of Operations, and State Street for 12 years in numerous roles within their Treasury and custody businesses.

Nick Wong

Nick Wong
Investment Information Specialist, Operations

BCom, MAcc, CPA

Nick Joined Perennial Value in May 2019 as an Investment Information Specialist. Nick’s responsibilities include portfolio and trade administration and liaison with various custodians.

Prior to Perennial Value, Nick worked at BNP Paribas as a SME and MainstreamBPO focusing in Quality Assurance. He also undertook a 3-month audit internship with Porter & Gamble Australia.

Nick is a fully quailed CPA, holds a Bachelor of Commerce (USYD) in Extended Finance and Master of Accounting (USYD). He completed level 2 of the CFA program and level 1 of the FRM program in 2019.

Glenda Lo
Senior Investment Information Specialist

MBA, BA

Glenda joined Perennial Value in January 2016 as a Portfolio Administrator. Glenda’s responsibilities include trade settlement, corporate actions and reconciliations between client and custodian. Prior to Perennial Value, Glenda worked with JP Morgan for over 6 years in various back office and administration roles covering cash, managed funds and private equity. Prior to 2010, Glenda worked with Morgan Stanley Dan Witter in both Sydney and Shanghai. Glenda holds a Master of Business Administration (with a major in Professional Accounting) from University of Technology, Sydney and a Bachelor of Arts (with majors in Statistics and Mandarin) from Macquarie University.

Delon Siew

Delon Siew
Investment Information Specialist

BSc

Delon joined Perennial in March 2020. Delon is responsible for corporate actions, reconciliations, unit pricing and other various operational and fund administration matters. Delon has over 6 years’ experience in the financial services industry. Prior to joining Perennial, Delon was with BNY Mellon, SS&C Global Fund Services and Perpetual Limited in various functions from fund accounting, middle-back office and client service. Delon holds a Bachelor of Science (Accounting and Finance) from the University of London.

Leeann Howell
Executive Assistant / Office Manager

Leeann joined Perennial as an Corporate Receptionist/Executive Assistant in June 2004. In 2006, she was promoted to the role of Executive Assistant/Office Manager in Perennial. Prior to joining Perennial, Leeann was an Executive Assistant to the Group General Manager in the logistics sector at Owens International Freight. Prior to Owens’s, Leeann held various positions in her family-run business.

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