
As Head of Research for the Martin Currie Australia (MCA) Investment team, Michael has oversight of the research function within the investment team alongside his research coverage of materials and energy.
Michael is also the co-Portfolio Manager for MCA’s Value Equity and Equity Income strategies.
Michael joined MCA’s predecessor firm in December 1993 in various research and analyst roles, after working in London and Melbourne with CS First Boston.
Over his extensive tenure, Michael considers his part in helping to build MCA’s income capabilities as one of his most memorable contributions. He continues to focus on strong portfolio construction for clients and supporting the research and investment capabilities of the team.
Prior to joining the finance industry, Michael started as a mining engineer at Mount Isa Mines (MIM), gaining significant industry experience in the mining sector which allows him to better understand the key drivers of resource companies.
Michael has a Bachelor of Engineering (Mining) and Economics from the University of Queensland, and is a CFA® charterholder.
On the leisure side, Michael has a self-confessed golf obsession, and his personal objective in life is to play all the top 100 golf courses around the world.
Center Heading Related insights
Related insights
-
The Value Opportunity: Equities & Growth Symposium 2025
Martin Currie Australia's CIO, Reece Birtles, spoke to James Dunn at The Inside Network’s Equities & Growth Symposium in Melbourne on true-to-label value investing in a changing market.
- Date published
- 8 May 2025
- Tag
- Australia Value Equity
-
Australia Reporting Season Wrap – ‘Mind the gap’
Are fundamentals still being left behind on the platform this reporting season, or does the shift in factors driving market returns, macro themes and management tone suggest that valuations, earnings, and prices are starting to realign?
- Date published
- 24 Mar 2025
- Tag
- Cross-Strategy Australia
-
Webinar: Mind the Gap. Will price and earnings reconnect?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 12 Mar 2025
- Tag
- Cross-Strategy Australia
-
The Value comeback: Why smart money is quietly shifting gears
History reminds us that periods of market euphoria inevitably give way to reality checks—and those transitions can happen with startling speed.
- Date published
- 11 Mar 2025
- Tag
- Australia Value Equity