Rudi established the Equity Income capability in 2004 and has built a strong track record in the management of objectives-based investment strategies. Rudi has more than 18 years’ investment experience. He is co-Portfolio Manager for the Equity Income Fund and the Target Return Income Fund and is responsible for investment strategy, stock selection, portfolio construction, investment process enhancement and management of the Equity Income investment team. Rudi was part of the Australian Equities, Core team from January 2000 until January 2018 in roles including Senior Portfolio Manager, Equity Analyst and Senior Quantitative Analyst. Rudi has completed a Bachelor of Commerce degree (Actuarial Studies) and a Bachelor of Applied Finance from Macquarie University. Rudi earned the CFA charter in 2003 and is a graduate of the Australian Institute of Company Directors.
Jason’s main responsibilities include co-portfolio management of the Equity Income Fund and managing the listed equities, equity derivative strategies and capital notes investments within the Target Return Income Fund. Both of these strategies were established by Jason more than ten years ago. This role is focused on the implementation and management of equity options strategies and the development of specialist options portfolio management systems. Jason has been with Colonial First State Global Asset Management since 1998 as a Portfolio Manager within the Australian Equities, Core team and an Investment Systems Manager. Jason’s investment and quantitative systems experience also includes roles with Prudential and Westpac Investment Managers. Jason has completed a Bachelor of Agricultural Science, majoring in mathematics, computing and research statistics.
Marlon manages the listed equities, equity derivative strategies and capital notes investments for the Equity Income Fund and the Target Return Income Fund. Marlon is a specialist in equity portfolio risk analysis and derivative pricing theory in addition to his portfolio management responsibilities. Marlon was part of the Australian Equities, Core team from 2009 until January 2018 as a Portfolio Manager and Quantitative Analyst. Marlon worked with the Asian Fixed interest team in Hong Kong and undertook investment analysis for the Hedge Funds and Global Property Securities teams. Marlon has completed a Bachelor of Commerce degree (Actuarial Studies and Finance) from the University of New South Wales. He has completed all three levels of the CFA exam and holds a Fellow of the Institute of Actuaries Australia accreditation and lectures the Investment Management and Finance specialist stream for the Actuarial qualification program.