Bennelong Australian Equity Partners

About Bennelong Australian Equity Partners

Bennelong Australian Equity Partners (BAEP) is a boutique investment manager based in Sydney, Australia, managing over A$2billion. BAEP is committed to providing superior investment outcomes for its clients. It believes investing in high quality companies provides the greatest likelihood of delivering strong investor returns.

Download manager profile

 

Funds managed

 

Key personnel

Paul Cuddy, Chief Executive Officer; BBus (Finance)
Paul is Co-Head of Equities and is responsible for investment process, investment strategy, equities team and business management. He has over 20 years experience in the funds management industry where he has held a number of roles including Co-Head of Equities, Portfolio Manager, and Senior Equity Analyst.

Paul's most recent role was Director and Co-Head of Australian Equities for ING Investment Management, where he was jointly responsible for over $10 billion in funds under management. In this role, Paul was directly responsible for portfolio management, investment process, risk management, people management and client/market engagement.

Prior to joining ING, Paul held portfolio management and analytical roles at NRMA Asset Management and Westpac Investment Management.

Mark East, Chief Investment Officer; MBA, BCm, CA
Mark is Co-Head of Equities and is responsible for portfolio construction and investment strategy. He has over 20 years experience in the financial industry where he has held a number of roles including Co-Head of Equities, Portfolio Manager and Senior Equity Analyst.

Mark's most recent role was Director and Co-Head of Australian Equities for ING Investment Management where he was jointly responsible for over $10 billion in funds under management. In this role, Mark was directly responsible for portfolio construction and stock selection.

Prior to joining ING, Mark was Head of Active Equities at State Street Global Advisors and held similar roles at MMI Investment Management and Suncorp Investments. He also honed his finance skills at Price Waterhouse over five years.

Keith Hwang, Director - Quantitative Research; BEc (Hons), Dip IT, CFA
Keith is responsible for quantitative research and analysis. He has over 14 years experience in the finance industry and most recently worked as a Fund Manager at Schroders within their Quantitative Equity Products team. His role included research and management of a number of quantitative global equity strategies and products.

Prior to this, Keith worked as a Senior Quantitative Analyst at ING Investment Management over five years where he was instrumental in enhancing their Australian equity process. He has also held similar roles at GIO Asset Management and BGI.

 

Why Advance selected Bennelong Australian Equity Partners

Bennelong’s multi-faceted risk assessment provides strong diversification with our other Australian shares investment managers, who might look beyond shorter-term valuation signals or movements in shorter-term earnings in favour of longer-term opportunities. Bennelong is also attractive as its investment process provides coverage across the breadth of opportunities in the market both large and small, and if the company is attractive Bennelong will take high conviction positions within its portfolio.