Tyndall AM welcomes co-portfolio manager
A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio.
The Australian equity investment manager has appointed Josh Phillips as co-portfolio manager for its growing small companies franchise.
He will work alongside fellow co-portfolio manager James Nguyen to drive the performance of Tyndall’s small companies portfolio, with a focus on identifying high-potential opportunities in the market.
With 12 years of experience in the funds management space, Phillips recently served as co-portfolio manager of the small cap capability at Aware Super, where he oversaw the development of the strategy’s philosophy and process.
This followed five years in Aware’s Australian domestic equities team as an associate portfolio manager with responsibility for consumer sector coverage.
Phillips also worked as a global investment analyst at Auscap Asset Management and spent seven years at Perpetual as a global equities analyst and investments graduate.
Tim Johnston, head of Australian equities at Tyndall, said he was delighted to welcome Phillips into the position.
“His strong capabilities and passion for investing make him a perfect fit for our growing small companies franchise, which as at 31 December 2024 has delivered an impressive 15.41 per cent per annum before fees since its inception, outperforming its benchmark by +5.52 per cent per annum,” Johnston said.
“Josh’s appointment underscores Tyndall AM’s ongoing commitment to enhancing its investment capabilities and delivering exceptional value for its clients. His expertise aligns with the firm’s disciplined, research-driven approach to delivering long-term value across the Australian small-cap sector.”
Commenting on his own appointment, the co-portfolio manager described: “I’m excited to have joined Tyndall, a firm with a rich history of active investing and a client-first approach. I look forward to working alongside James and the broader team and contributing to the ongoing success of the small companies portfolio.”
Brad Potter, who helmed Australian equities at Tyndall for the last decade, announced his retirement from the business last month. He was succeeded by Johnston, who previously held the deputy head of Australian equities role.
Potter first joined the business in 2002 as a senior equity analyst and was named senior portfolio manager in 2007. He led the Australian equities team since 2014, serving as co-portfolio manager of the Tyndall Australian Share Wholesale strategy and Tyndall AM CVA Plus strategy, covering sectors like banks, utilities and infrastructure.
AUTHOR
Jasmine Siljic
Recommended for you
Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their products are unclear.
Ethical investment manager Australian Ethical has seen its funds under management rise by a third over FY25 to close out the year at $13.9 billion.
BlackRock Australia’s head of intermediary distribution James Waterworth has taken up a new distribution role at an alternative asset manager, while Antipodes has hired a distribution director.
BlackRock’s iShares ETFs have reported a record first half for inflows, gaining US$192 billion in the past six months, to see overall ETF assets under management rise to US$4.7 trillion as it launches its first active ETF in Australia.
