BT Investment Management

About BT Investment Management

The BT Investment Management (BTIM) approach combines the benefits of a strong institutional foundation with a ‘multi-boutique’ specialist investment approach. It believes this approach positions BTIM to achieve outstanding risk-adjusted returns for investors.

Each investment boutique is run by experienced fund managers, effectively as individual businesses. The managers have a real financial interest in the decisions they make and the returns they generate for investors.

Established in 1969, BTIM is the largest pure fund manager listed on the Australian Stock Exchange.

Download manager profile (Australian Shares)

Download manager profile (Property Securities)

Download manager profile (Cash)

 

Funds managed

Key personnel

BTIM’s highly experienced investment team heads have an average funds management experience of 19 years and a strong track record of delivering above market returns.

Crispin Murray - Head of Equity Strategies

Crispin combines expertise in equities research with a strong track record leading Australian and European equities funds.

He is responsible for managing a number of BTIM’s flagship funds, as well as leading one of the largest equities teams in Australia. After joining the business in 2003, funds under his watch have outperformed the market 9 out of 11 years.

With 23 years’ industry experience, Crispin holds an Honours degree in Economics and Human Geography from Reading University in the United Kingdom.

Vimal Gor - Head of Income & Fixed Interest

With the goal of building the most defensive line of funds in Australia, Vimal oversees $15 billion invested across Income, Composite, Pure Alpha, Global and Australian Government strategies. In June 2010 Vimal was appointed Head of Income & Fixed Interest at BTIM and is responsible for setting the strategy, processes and risk management for both the boutique and all funds managed within it.

Prior to BT Investment Management, Vimal was responsible for sovereign global bond portfolios at Aviva Investors, where he was the lead fund manager for Global Aggregate Bond Funds and worked on G7 and FIM hedge funds. He has previously worked with Scottish Mutual and Murray Johnstone.

Graduating with First Class Honours, Vimal obtained his Bachelor of Science Degree (Economics and Computer Science) from Salford University.

Pete Davidson - Head of Listed Property

Over the past 30 years, Pete has held financial markets roles spanning portfolio management, advisory and treasury markets. He joined the company in 1994 and is responsible for managing our range of listed property securities funds.

Specialising in the Property, Retail, Insurance and Infrastructure sectors, he has previously held roles with Midland Montagu Australia, Daiwa Securities and has served as the non-executive director of the Industry Superannuation Property Trust.

Peter holds a Bachelor of Economics and a Bachelor of Law from the University of Sydney.

Steve Campbell - Portfolio Manager

With a background in cash and dealing, Steve brings over 16 years’ financial markets experience to our Institutional Managed Cash portfolio.

During his time at BT, he’s managed numerous New Zealand cash portfolios and has been active in portfolio positioning while executing domestic and international credit and bond funds.

He previously worked at Tullett and Tokyo as a corporate bond broker, and holds a Bachelor’s degree in Commerce from the Australian National University.


Why Advance selected BTIM

Australian shares
We're impressed by BTIM's risk awareness across all aspects of its Australian share research and portfolio construction. We have tailored a high conviction mandate from BTIM to leverage off of their best ideas and strong stock selection skills. We believe that BTIM's assessment of macro economic risks combined with a high conviction portfolio strategy will minimise shorter-term underperformance while delivering stronger performance for our clients over the medium timeframe.

Property securities
Led by Peter Davidson, the property securities investment team has a deep knowledge and understanding of the property securities market in Australia. We like the fact that the team draws on the resources of BTIM’s other specialist teams, such as macro, income and equity strategies. We’re also pleased with the way its bottom-up and valuation-driven investment process has proven to be effective, even in the volatile market conditions we’ve experienced since 2008. 

Cash
We like the capability of the large team of dedicated investment professionals to draw upon the resources of the wider BT Group and manage a round and diversified cash investment strategy. The team uses a much wider range of investment strategies than other investment managers. In addition, BTIM has a trading and exposure management team that integrates trading, risk management and compliance monitoring to ensure each portfolio manager is fully aware of the execution of their trades and the market risks within the cash portfolio.