About Hunter Hall - Our Team - Investment Management Team

Peter James MacDonald Hall - B.A.
Peter James MacDonald Hall AM - B.A.
Chief Investment Officer
Mr Hall is Executive Chairman and Executive Director of Hunter Hall International Limited and Hunter Hall Global Value Limited and a Director of Hunter Hall International Ethical Fund plc, all of which are publicly listed entities. He is Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Chairman and Executive Director of Hunter Hall International (UK) Limited. With regards to Hunter Hall International Limited, he is a Trustee of the Charitable Trust, a member of the Charities Committee and of the Remuneration and Nomination Committee.

Mr Hall is also Deputy Chairman of Prospect Publishing, a Patron of the Asian Rhino Project and Sea Shepherd UK, a Director of the International Rhino Foundation, a member of the Sydney Film Festival Council and a Trustee of the Bedales Grants Trust Fund and of the ABC Trust, a UK based charity.

Mr Hall has 28 years experience in investment markets. Previously he was Investment Manager of Hancock & Gore Limited, Portfolio Manager and Analyst with Mercantile Mutual Holdings Limited, Industrial Analyst with Pembroke Securities Limited, Investment Analyst with New Zealand South British Insurance Limited and a journalist with John Fairfax & Sons Limited.

Mr Hall completed the Harvard Business School Owner/President Management Program in 2003.

Mr Hall was awarded Member (AM) of the Order of Australia in 2010 for his philanthropic contributions to society and his service to the finance management industry.

James Fisher McDonald - B.Com., L.L.B.
James Fisher McDonald - B.Com., L.L.B.
Deputy Chief Investment Officer, Senior Portfolio Manager
Mr McDonald is Deputy Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Director Hunter Hall International (UK) Limited and Hunter Hall International Ethical Fund plc, a publicly listed entity.

Mr McDonald has been based at Hunter Hall's office in London since 2003 and focuses on the European, American and Japanese markets. As Deputy Chief Investment Officer he contributes to asset mix, capital allocation, team management and team selection decisions.

Mr McDonald has 14 years of industry experience, including six years at BT Funds Management in the positions of Japanese Electronics Analyst and US Telecoms, Telecoms Equipment and Data Networking Analyst.

Mr McDonald holds Bachelor of Commerce and Bachelor of Law degrees from the University of Queensland.
David Barclay Buckland – B.Com., M.App.Fin., F.Fin., FCPA, FCIS
David Barclay Buckland – B.Com., M.App.Fin., F Fin, FCPA, FCIS
Senior Portfolio Manager
Mr Buckland is Executive Director of Hunter Hall International Limited, a publicly listed entity. He is Executive Director, Chief Executive Officer and Senior Portfolio Manager of Hunter Hall Investment Management Limited and a Director of Bennelong Administration Services Pty Limited. He is a member of the Hunter Hall Audit Committee.

Mr Buckland was apppointed Chief Executive Officer of Hunter Hall Investment Management Limited in 2001, when Funds Under Management were under $200m.

Mr Buckland has 27 years of industry experience with ten years in stockbroking in Sydney and London and the balance in funds management. Previously he was a Director of JP Morgan Securities, Research Analyst at Statton Securities and Portfolio Manager - Equities, as well as Investment Managerm at NZI Corporation where he was responsible for over $1b of investment funds.

Mr Buckland completed the Harvard Business School Owner/President Management Program in 2006.
Michael Walsh
Michael Walsh - M.Com.
Risk Manager
Mr Walsh has the responsibility of ensuring all Hunter Hall Funds comply with their portfolio construction and risk rules, as well as other investment mandate requirements, including the ethical investment policy. He also monitors each Fund's portfolio risk metrics and recommends strategies to improve risk/return outcomes.

Mr Walsh has over 34 years of professional experience in the areas of accounting, auditing and academic research including 24 years in financial markets and managed investment analysis. Previously he was General Manager Research at ASSIRT, Head of Financial Planning and Investment Strategy at Sealcorp and a director and compliance or investment committee member of several financial institutions.

Mr Walsh is the founder and Executive Director of Lifecraft Group, a research and publishing firm focusing on philanthropy, corporate responsibility and responsible investment. He is also Non-executive Director of Small Company Investment Manager Ltd.

Mr Walsh gained his Master of Commerce at the University of NSW.
Roland Winn - B.Econ. (Hons.), Ph.D.
Roland Winn - B.Econ. (Hons.), Ph.D.
Portfolio Manager
Dr Winn has 14 years of industry experience and was formerly Head of Research Strategy and member of the Investment Committee at CP2 - an Australian domiciled global investor specialising in listed and unlisted infrastructure and global equities. Dr Winn’s prior responsibilities included construction of the global investment portfolios, determination of investment criteria on investment prospects, monitoring of key risks in the portfolios, maintaining technical leadership of the investment analysis teams and delivery of risk-adjusted excess returns.

Dr Winn previously led the Corporate Advisory division at Capital Partners Pty Ltd, after having joined it as an Equity Analyst in 1997.

Dr Winn is an Honorary Fellow of the Macquarie University Applied Finance Centre and gained his PhD in Finance from the University of Sydney.
Chad Slater - B.Com, B.E. (Hons), CFA
Chad Slater - B.Com, B.E. (Hons), CFA
Portfolio Manager, Investment Analyst, Head of Economics and Currency
Mr Slater is based at Hunter Hall's London office and focuses primarily on European and American markets.

Mr Slater has 10 years experience in funds management including five and a half years with the BT Financial Group as Investment Analyst for Australian transport, steel and building products and a six month secondment with Putnam Investments in Boston, USA, as Investment Analyst. Chad previously worked as an Economist for the Australian Federal Treasury.

Mr Slater has completed the Chartered Financial Analyst (CFA) program and has been awarded the CFA Charter.
Steven Glass - B.Com (Acc/Fin), M.Com (Fin), CFA ty>
Steven Glass - B.Com (Acc/Fin), M.Com (Fin), CFA
Portfolio Manager, Investment Analyst

 

Mr Glass focuses primarily on developed markets and has 10 years investment analysis experience, with prior roles including Investment Analyst at Platinum Asset Management, and Senior Research Analyst at Tricom Equities.

Mr Glass was awarded a co-op scholarship at the University of New South Wales, where he completed a Bachelor of Commerce (Accounting and Finance), with Merit, and a Masters of Commerce (Advanced Finance). He has completed the Chartered Financial Analyst (CFA) program and has been awarded the CFA Charter.
Catriona Alford
Catriona Alford - B.Com., M.App.Fin., F Fin., CFA
Portfolio Manager, Investment Analyst
Ms Alford focuses primarily on European and American markets, and assists in Australasia.

Ms Alford has seven years funds management experience and previously worked for Wilson Asset Management as an Investment Analyst.

Ms Alford has completed the Chartered Financial Analyst (CFA) program and has been awarded the CFA Charter.

Li Zhang
Li Zhang - B.Eng., M.Bus.
Investment Analyst
Mr Zhang has 10 years of industry experience and is Investment Analyst with a focus on Investment Research.

Mr Zhang’s previous experience includes Investment Manager for Smartec Capital and assistant engineer in a semiconductor devices company in Shanghai.
Yizhong Chan
Yizhong Chan - B.M., M.M., PD, M.App.Fin.
Investment Analyst
Mr Chan has worked at Hunter Hall since 2007 and is Investment Analyst with a focus on Investment Research.

Mr Chan’s prior experience includes servicing rating agencies and research houses, performance analysis, and investor relations.

Previously, Mr Chan was a concert cellist in Germany.
Andrew Marvell
Andrew Marvell - B.Ec (Soc.Sc)
Equities and Currency Dealer, Analyst
Mr Marvell has worked at Hunter Hall since 2006 and is its international and Australian equities and currency dealer. He is also responsible for performance analysis and written communication.

He was previously a Portfolio Administrator with particular responsibilities in unit pricing.
Cameron Haynes
Cameron Haynes - B.Bus.
Portfolio Analyst
Mr Haynes has worked as a Portfolio Administrator at Hunter Hall since 2009 with particular emphasis on unit pricing, trade settlements and treasury management.

As Portfolio Analyst he is responsible for the performance analysis of companies within the Hunter Hall portfolio..
Richard Stephen
Richard Henry Stephen - B.Sc. (Hons)
Manager of Investment Systems
Mr Stephen has worked at Hunter Hall since 2002 and is the head of systems design and implementation for the investment team and operations departments.

Mr Stephen’s previous experience includes international and Australian equity and FX dealing, portfolio analysis, financial modeling and portfolio unit pricing.

 

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