Sam is a Portfolio Manager at Martin Currie Australia (MCA) and is passionate for using quantitative research methodologies to design, test and maintain disciplined investment processes.
Sam joined MCA in January 2021 as a quantitative analyst. He was promoted to Portfolio Manager in 2022 to co-lead the Active Insight strategy with Matthew Davison. Sam is also co-Portfolio Manager for MCA’s Tactical Allocation strategy.
Prior to joining the firm, Sam worked as a Quantitative Developer at Frontier Advisors and was responsible for delivering quantitative solutions externally and internally. Before this, Sam worked for NAB as a quantitative analyst developing statistical models.
Sam has a Bachelor of Science in Statistics from Northeast Normal University, a Masters in Commerce (Quantitative Finance) from the University of Sydney, and completed his PhD in Finance at the University of Melbourne. Sam is a CFA® charterholder and a certified Financial Risk Manager (FRM).
In his leisure time, Sam is an avid NBA fan, pursuer of kart-racing, but also loves to keep his analytic mind focused through complex Lego builds.
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?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.