Director, Portfolio Manager / Analyst
Patrick has over 30 years investment experience and is portfolio manager and analyst for the Emerging Markets equity strategy. Patrick is a Director of Northcape joining in 2008 and is in our Melbourne office.
Before joining Northcape, Patrick worked at Merrill Lynch for 18 years from 1989 to 2007. At Merrill Lynch, Patrick was a Managing Director, within the Global Emerging Markets research team, and was head of the Asia Pacific Telecom and Media research team, based in Melbourne. This involved extensive travel and researching of emerging market companies across North and South Asia, Australasia and the sub-continent. Prior to joining Merrill Lynch, Patrick worked for Kleinwort Benson (London) and as an equity analyst and prior to that for the New Zealand Government (Wellington), Department of Trade and Industry, as an Econometrician.
Patrick holds a Bachelor of Commerce degree (majoring in Economics) from the University of Canterbury (Lincoln College, NZ), and has completed post graduate studies in Developing Country Economics (University of Victoria, NZ) and Investment Analysis (University of Otago, NZ).
Katie has over 24 years experience in the funds management industry and is responsible for all client relationships, as well as marketing and business development at Northcape. Katie joined Northcape in 2010 and is in our Sydney office.
Before joining Northcape, Katie spent 10 years working with Capital International a US based global equities investment manager. Katie was responsible for client servicing, relationship management and marketing for Capital’s largest institutional clients based in Australia and New Zealand. Prior to this Katie held various senior client relationship and portfolio analytics roles with Goldman Sachs Asset Management (London), State Street (London) and AMP Capital.
Katie holds a Bachelor of Business degree from the University of Technology Sydney, B.Bus.