GLOBAL INVESTMENT INSIGHTS

Danny Almagor, Co-Founder, Small Giants Family Office and Small Giants Academy

When we think about investing, it is often transactional, dry and not much fun. The traditional image is of a rational investor sitting in front of a screen, using some obscure calculations to determine where the most money can be made with the least amount of risk. We call this Modern Portfolio Theory (MPT), with all its finance jargon like efficient frontiers, variance and correlation, and statistical analyses such as the Sharpe ratio and the Treynor ratio, measuring risk-adjusted returns.

Bored yet? Maybe it’s just me, but I’m not just bored, I’m also annoyed. The limitations of this theory are so significant I find it hard to believe so many smart people continue to think it is a good idea.

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September 2025

Global Investment Institute congratulates Maaike van Tol on her promotion to Head of Risk at New Zealand Superannuation Fund (NZ Super Fund).

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has more than NZ$70 billion in assets.

Prior to her promotion, Maaike served as Director, Portfolio Design at NZ Super Fund.

We wish Maaike all the best in her new role and continued success to the team at NZ Super Fund.

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September 2025

Global Investment Institute congratulates Kathy Vincent on her promotion to the role of Chief Executive Officer at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. They have more than A$330 billion in assets under management and over 2.4 million members.

Prior to her promotion, Kathy served as Chief Operating Officer of ART.

We wish Kathy all the best in her new role and continued success to the ART team.

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September 2025

Global Investment Institute will host two Equities Investment Forums in 2026, extending the program beyond its annual September gathering in Melbourne, to bring the event to Sydney in the first quarter of the year.

The addition of a Sydney forum creates a biannual rhythm for equities-focused dialogue in Australia. Investment leaders will now have the opportunity to engage with investment insights and peer perspectives every six months, rather than waiting a full year between discussions.

The Equities Investment Forum focuses on investment opportunities within the equities asset class and addresses critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions. It assesses key risks and approaches to managing those risks in pursuit of desired investment objectives, in the context of a dynamic and rapidly evolving economic, political and regulatory environment.

If you are interested in being part of these private gatherings, please reach out to zlatan@globalii.com.au or visit globalii.com.au for more information.

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September 2025

Global Investment Institute congratulates Stephen Colwell on his promotion to Deputy Head of Equities at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Stephen served as Senior Investment Analyst for over four years.

We wish Stephen all the best in his new role and continued success to the team at Zenith Investment Partners.

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September 2025

Global Investment Institute congratulates Ethan Xing on his promotion to Portfolio Manager, Asset Allocation at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Ethan served as Portfolio Construction specialist.

We wish Ethan all the best in his new role and continued success to the team at Zenith Investment Partners.

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September 2025

Global Investment Institute congratulates Rob Pereira on his promotion to Senior Portfolio Manager, Strategic Asset Allocation at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than A$95 billion on behalf of 31 Victorian public authorities and related organisations.

Prior to his promotion, Rob served as Senior Manager, Portfolio Solutions for nearly six years. He joined VFMC in 2009, as the Head of Investment Consulting.

We wish Rob all the best in his new role and continued success to the team at VFMC.

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September 2025

Global Investment Institute congratulates Alvin Chan on his promotion to the role of Head of Fundamental Equities, Senior Portfolio Manager at Aware Super.

Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Prior to his promotion, Alvin served as Head of Fundamental Equities, Portfolio Manager for over three years.

We wish Alvin all the best in his new role and continued success to the team at Aware Super.

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September 2025

Global Investment Institute congratulates Alan Casey on his promotion to Portfolio Manager, Income & Markets at Aware Super.

Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Prior to his promotion, Alan served as Associate Portfolio Manager, Liquidity, Fixed Income & Markets for over nine years.

We wish Alan all the best in his new role and continued success to the team at Aware Super.

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