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Dean Fergie
GAICD (B.E., M.App.Fin.)
Dean is one of the founders of OPIS Capital and has been a Portfolio Manager since the inception of the funds. Dean was a Portfolio Manager with National Asset Management (‘NAM’) where he had joint responsibility for managing the NAM Smaller Companies Trust. In addition, he had responsibility for several Industrial sectors within the NAM large capitalisation Australian equity portfolios. Dean also has extensive experience in fixed interest investment, having managed a number of cash for fixed interest portfolios for NAM. Dean is an executive director of OPIS Capital. |
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Sam Baillieu (B.Com.)
Sam is one of the founders of OPIS Capital and has been a Portfolio Manager since inception.
Sam has over 11 years experience in corporate finance,
private equity, venture capital and property operations.
He is a Non-Executive Director of Orchard Investments
Management Limited, which is an agribusiness property and
infrastructure fund with approximately $300m of assets
under management. Sam began his investment career at the
stockbroking firm EL & C Baillieu. |
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Robert Frost (B.Com., LLB)
Robert has been a Portfolio Manager since joining OPIS Capital in November 2001. Prior to
OPIS, Robert was a research analyst with Austock Brokers specialising in small and mid-cap company research. His responsibilities included business and industry analysis, financial modelling, and company valuation. Prior to that Robert worked in the derivative divisions at Rabobank in the Netherlands and UBS in London. |
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Sam Cole (B.Com.)
Sam Cole was appointed to OPIS Capital in March 2004 in a Marketing and
Client Services role. Prior to joining OPIS Capital Sam was a Product Manager at Equity Trustees Limited for three years. His responsibilities included product development, marketing, managing performance analytics and client relationship management. Prior to that he spent a year in London working firstly for the Bank of New York and then for the Bank of Ireland. |
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Robert Calnon C.A. (B.Com.)
Rob Calnon was appointed Equities Dealer/Investment
Analyst in February 2007. Prior to joining OPIS Capital,
Rob was with NAB's National Custodian Services business
for 12 months and before that spent 3 years with the Bank
of New York in London. Rob is a chartered accountant who
qualified in KPMG's Melbourne tax practice (5 years)
before moving to Sydney with Ernst & Young Corporate
Finance (2 years). |
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James Casey (M.App.Fin)
James Casey joined the OPIS Capital Investment team in May
2008 as a Portfolio Manager, with a focus on larger cap
stocks and the OPIS 200 Fund. Prior to joining OPIS, James
was a Director, Equity Research with ABN AMRO covering the
Consumer Staples and Consumer Discretionary sectors. He
has 15 years of experience within equities markets in
Australia and abroad. |
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Sarah
Madden
Sarah Madden was appointed Office Manager in April 2003. She was then
promoted to head of Client Services and became a member of
the Marketing team in October 2005. |
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Ngaire Farnsworth
Ngaire Farnsworth was appointed Office Manager in October
2005. She has since become an integral part of the OPIS
Marketing team. |
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