Artisan Partners' Jason White on global SMID-caps

Video | Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners

In this exclusive interview, Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors.

Watch the full interview which covers:

00:20 - What makes the current environment attractive for investing in SMID-cap stocks?

02:45 - How do you evaluate liquidity challenges in SMID-caps globally?

03:21 - What role do IPOs typically play in your investment process, and how frequently do they present opportunities for SMID-cap investors?

03:55 - How do you respond to the view that many of the most compelling small-cap companies are now in private equity hands?

04:41 - How significant are takeovers or strategic acquisitions in driving returns for SMID-cap investors, and do you ever invest with the expectation of a transaction?

Mondrian’s Charlie Hill on value and defensive investing in global equities

Video | Charlie Hill, Global Equity Senior Portfolio Manager, Mondrian Investment Partners

In this exclusive interview, Charlie outlines Mondrian’s approach to finding value in global equity markets over a long-term time horizon. He shares their approach to managing volatility, constructing portfolios with consistency, and navigating differences across regions and sectors. He also highlights the distinct characteristics that define Mondrian’s philosophy, which set it apart from peers: stability, discipline and consistency.

Watch the full interview which covers:

00:16 - Can you describe Mondrian’s approach to finding value in equity markets?

02:00 - How do you avoid the increased volatility that is often associated with value equities management?

03:54 - How do you build and manage your equity portfolios to deliver consistent characteristics?

06:27 - How do you deal with differences between equity markets and sectors, and are there areas you completely avoid?

08:51 - What are the key attributes of Mondrian and its approach to equities investing that set it apart from peers?

BMO Sponsor Finance’s Jon Landis & Dan Weeks on the global private debt landscape

Video | Jon Landis, Managing Director & Dan Weeks, Managing Director & Team Lead, BMO Sponsor Finance

In this exclusive interview, Jon and Dan discuss why it is important to have direct origination capability in private debt, the role of PE sponsors in deal sourcing and how investor expectations are evolving around alignment and co-investment. They also discuss where they see best relative value in private debt globally, investor perceptions vs reality in US middle market and why fixed income investors are increasingly looking to private credit opportunities.

Watch the full interview which covers:

00:20 - Why is direct origination capability important in private debt?

02:01 - Why do you value deal sourcing from Private Equity Sponsors in undertaking your direct lending activities?

03:41 - How do you view the relative value between North American, European and Asian, including Australian, private debt in the current environment?

04:47 - What do you find to be the biggest disconnect between investor perceptions and the reality of the US middle market?

06:16 - When it comes to direct lending, how are investor expectations evolving around alignment and co-investment?

07:33 - Why do you think fixed income investors are increasingly looking to private credit opportunities?

Simon Warner, Aware Super - Appointed to Chief Investment Officer

October 2025

Global Investment Institute congratulates Simon Warner on his appointment to the Chief Investment Officer role at Aware Super.

Aware Super manages a ~A$200 billion portfolio on behalf of the Fund’s 1.2 million members.

Simon will commence in the Chief Investment Officer role at Aware Super on 1 December 2025.

Aware Super’s Chief Executive Officer, Deanne Stewart,said: “Simon has demonstrated exceptional leadership during his two years at Aware Super, contributing to our track record of delivering outstanding returns for members.”

Simon joined Aware Super in 2023 as Head of Portfolio Management.

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

Perpetual Private’s Lydia Kav, Head of Multi-Asset - Exclusive interview

“Our mid-size means we are small enough to pursue and analyse niche strategies; yet large enough to sit at the table of all large global asset managers. Nothing is off the table, and we love to source new global and innovative opportunities across all sub-segments.”

- Lydia heads the Perpetual Private Multi-Asset team, leading the investment research process with a view to generating consistent client outcomes in line with Perpetual’s investment philosophy. Lydia’s team aims to drive growth through innovative investment solutions for clients through their suite of multi manager funds, model portfolios and their approved product lists. Lydia is also responsible for the multi-manager research investment process, asset allocation methodology and investment strategies across all asset classes, public and private, traditional and responsible, in Australia and globally.

In this exclusive interview with Global Investment Institute, Lydia discusses how the team manages diversified portfolios across listed and unlisted markets, with a particular emphasis on alternatives. She shares insights into where Perpetual Private are finding opportunities across asset classes, how they’re positioning portfolios amid elevated valuations, and the key themes shaping their approach in today’s late-cycle environment.

MRB House family office’s Peter Magee on how they invest

Video | Peter Magee, Chief Investment Officer, MRB House Family Office

In this exclusive interview, Peter discusses the family office’s investment model, the governance frameworks overseeing their investment program and their core investment capabilities. He shares how his organisation benchmarks their returns and their preference for investing through externally managed funds vs direct investing.

Watch the full interview which covers:

00:16 - How would you describe the investment model of MRB House Family Office?

01:42 - What governance frameworks oversee your investment program?

03:47 - What would you say are the core capabilities of MRB House Family Office?

05:40 - How do you benchmark the returns you generate?

08:02 - Do you have a preference for undertaking investment through externally managed funds, or direct investments?

Richard Dinham joins Australian Food Super as Chief Investment Officer

October 2025

Global Investment Institute congratulates Richard Dinham on his appointment as Chief Investment Officer at Australian Food Super.

Formerly known as AMIST Super, Australian Food Super, is a profit-for-members industry super fund with ~A$3.5 billion in assets under management.

We wish Richard all the best in his new role and continued success to the team at Australian Food Super.

Robeco's Ralph Berkien on systematic fixed income investing

Video | Ralph Berkien, Head of Fixed Income Client Portfolio Management, Robeco

In this exclusive interview, Ralph explains why Australian investors should consider a systematic approach to investing and the fixed income asset classes where it can best be applied. He compares systematic fixed income to passive strategies and discusses why systematic investing is well suited to decarbonising fixed income portfolios.

Watch the full interview which covers:

00:20 - Why should Australian investors consider a systematic approach to fixed income investing?

02:06 - In which fixed income asset classes can systematic investing be applied?

03:37 - How does systematic fixed income compare to passive strategies?

05:11 - Why is systematic investing well suited to decarbonising fixed income portfolios?

06:52 - Is there a risk that systematic models overlook certain risks?

World Gold Council's Marissa Salim on global demand trends & outlook for gold

Video | Marissa Salim, Senior Research Lead, APAC, World Gold Council

In this exclusive interview, Marissa discusses global gold demand trends, what the drivers are behind the growing appetite for gold and who the key market players are. She also examines the role gold can play in investor portfolios and how it can complement other asset holdings.

Watch the full interview which covers:

00:18 - What are the global demand trends for gold and who are the key players?

01:54 - What is driving the growing demand for gold?

03:00 - What is the outlook for gold?

04:33 - What are the common myths and important facts about gold that investors should be aware of?

06:14 - What role does gold play in portfolios and how does it complement other asset holdings?

Exclusive interview with Matthew Gadsden, Head of Research Execution, Principal Consultant, JANA Investment Advisers

“Over recent years and in response to market shifts and the rise of passive and alternative strategies, we’ve deepened our lens on understanding the true sources of alpha as part of investment decision making and aspire to be clearer on an investment manager’s value proposition.”

- Matthew Gadsden is a Principal Consultant and JANA’s Head of Research Execution. Matt is responsible for leveraging JANA’s research expertise to drive value creation through the evolution of investment advice and thought leadership, elevating client performance outcomes across JANA’s diverse client base.

Matt has previously led JANA’s Global Equities Research Team and served as the Chair of JANA’s Implemented Consulting (Platform) Investment Committee. He is a member of JANA’s Capital Markets Committee and actively consults to a range of Super and non-Super Advisory and Implemented Consulting clients.

In this exclusive interview with Global Investment Institute, Matt explores how changing market dynamics, including the rise of passive investing and AI disruption, are reshaping portfolio construction and manager evaluation at JANA. He shares the research priorities his team is currently exploring, where the best relative value investment opportunities exist today and explains how JANA's employee-owned model positions it to adapt to evolving client needs in a more competitive and fragmented market.

James Wilson joins VFMC as Senior Portfolio Manager, Fixed Income

October 2025

Global Investment Institute congratulates James Wilson on joining Victorian Funds Management Corporation (VFMC) as a Senior Portfolio Manager, Fixed Income.

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

Most recently, James served as Senior Portfolio Manager at Jamieson Coote Bonds for nearly four years.

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

Rest promotes Marina Pasika to Interim Head of Private Markets

October 2025

Global Investment Institute congratulates Marina Pasika on her promotion to the role of Interim Head of Private Markets at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million members, with A$100 billion in assets under management.

Rest's Chief Investment Officer, Michael Clancy, said: “Congratulations to Marina on her appointment as Interim Head of Private Markets. She brings great leadership skills and deep experience, and I’m really pleased that she is stepping into the role in support of our more than 2 million members.”

Prior to her promotion, Marina served as Head of Growth Alternatives.

We wish Marina all the best in her new role and continued success to the team at Rest.

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