Personnel
The manager, Westoz Funds Management Pty Ltd has two full time employees:
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Mr Philip Rees is Chief Investment Officer of the Manager, sits on its Investment Committee and is responsible for the operation and development of the Manager’s business.
Mr Rees has worked in a range of roles focussed on Australian investment markets for the last 21 years. He was the Director of Investments with the Government Employees Superannuation Board in Western Australia for a 6 year period to September 2000. During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets.
Prior to this period, Mr Rees was involved in the management of an Australian equity portfolio with Suncorp and in the analysis of equities for a stockbroker focussed on servicing the Australian institutional market.
Mr Rees has recently been involved as Chief Investment Officer of a listed pooled development fund and has managed a number of successful venture capital investments.
Mr Rees has a Bachelor of Commerce Degree and is a Chartered Financial Analyst. He is also a Fellow of the Securities Institute of Australia, a Certified Practicing Accountant and a Fellow of the Chartered Institute of Secretaries.
Mr Rees will act as an Executive Director and Company Secretary of Ozgrowth Limited and also be a member of the Manager’s Investment Committee.
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Mr Dermot Woods is Fund Manager for the Manager and is responsible for sourcing, analysing and implementing investment ideas. He is a member of the Manager’s Investment Committee.
Mr Woods has ten years of investment experience in international equity markets as an equity analyst and a portfolio manager. Prior to joining Westoz Funds Management, Mr Woods was an industrial equity analyst with Euroz Securities. Prior to joining Euroz, Mr Woods was an institutional stockbroker for Merrion Capital in Dublin. Mr Woods commenced his investment career as a portfolio manager with HSBC Asset Management in London where he specialised in European equities.
Mr Woods holds a Bachelor of Commerce Degree in Accounting and Business from Edinburgh University and has completed the Chartered Financial Analyst (CFA) program and been awarded the CFA designation.
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The manager has an Investment Committee which considers suitable investments. It currently consists of:
- Mr Peter Diamond;
- Mr Jay Hughes;
- Mr Philip Rees; and
- Mr Dermot Woods
Personnel
The manager, Westoz Funds Management Pty Ltd has two full time employees:
|
Mr Philip Rees is Chief Investment Officer of the Manager, sits on its Investment Committee and is responsible for the operation and development of the Manager’s business.
Mr Rees has worked in a range of roles focussed on Australian investment markets for the last 21 years. He was the Director of Investments with the Government Employees Superannuation Board in Western Australia for a 6 year period to September 2000. During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets.
Prior to this period, Mr Rees was involved in the management of an Australian equity portfolio with Suncorp and in the analysis of equities for a stockbroker focussed on servicing the Australian institutional market.
Mr Rees has recently been involved as Chief Investment Officer of a listed pooled development fund and has managed a number of successful venture capital investments.
Mr Rees has a Bachelor of Commerce Degree and is a Chartered Financial Analyst. He is also a Fellow of the Securities Institute of Australia, a Certified Practicing Accountant and a Fellow of the Chartered Institute of Secretaries.
Mr Rees will act as an Executive Director and Company Secretary of Ozgrowth Limited and also be a member of the Manager’s Investment Committee.
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Mr Dermot Woods is Fund Manager for the Manager and is responsible for sourcing, analysing and implementing investment ideas. He is a member of the Manager’s Investment Committee.
Mr Woods has ten years of investment experience in international equity markets as an equity analyst and a portfolio manager. Prior to joining Westoz Funds Management, Mr Woods was an industrial equity analyst with Euroz Securities. Prior to joining Euroz, Mr Woods was an institutional stockbroker for Merrion Capital in Dublin. Mr Woods commenced his investment career as a portfolio manager with HSBC Asset Management in London where he specialised in European equities.
Mr Woods holds a Bachelor of Commerce Degree in Accounting and Business from Edinburgh University and has completed the Chartered Financial Analyst (CFA) program and been awarded the CFA designation.
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The manager has an Investment Committee which considers suitable investments. It currently consists of:
- Mr Peter Diamond;
- Mr Jay Hughes;
- Mr Philip Rees; and
- Mr Dermot Woods