Simon joined Harper Bernays in July 2014 and is Director Investments. Simon oversees the portfolio management of the Accumulation and Yield equities portfolios.
Simon has over 20 years equities portfolio management experience having previously worked for over 15 years at IAG Asset Management and its boutique spinout Northward Capital in a variety of roles spanning Equities Analyst, Portfolio Manager and Head of Equities Research. Simon was the architect of IAG’s Research Fund investment process and high conviction fund, which became Northward Capital in partnership with nab in 2007.
Previous roles included Australian Shares Manager at PM Capital and Associate Director at Prudential Portfolio Managers Australia covering Australian & New Zealand stocks in the transport, healthcare and food sectors. Prior to this Simon worked for ANZ Funds Management where he was NZ Equities Manager and in stockbroking at BT Alex Brown where he worked as an Equities Analyst covering Transport and small companies. Simon’s broad sector coverage has ranged across Materials, Healthcare, Transport, Packaging, Chemicals, Retailing, Commercial Services and Media.
Simon is qualified MA (English) and MBA (Finance) as well as being a qualified chartered accountant.