Our team

“The way we’re structured and the way our team are rewarded ensures that our culture is totally dedicated to investing and maintaining a close alignment with our clients’ best interests.”
Andrew Findlay, Managing Director & CEO

Our team

We believe in three principles of team empowerment – liberation, motivation and dedication.

The talented and experienced analysts and managers who join us are liberated from some of the constraints that have held them back at other firms. Our approach gives them greater scope to explore and discover investment opportunities, and exposes them to a broad diversity of thought, analysis and style.

Antipodes is majority owned by the members of our investment team. They’re motivated by clarity of leadership and a remuneration model that both rewards their success and ensures that they remain in close alignment with the interests of our clients. Their dedication comes not only from personal commitment, but from their sole focus on investing.

If you study their biographies below, you’ll notice that we’ve drawn our team from a wide variety of abilities and interests. This is a core element of our strategy. As the name Antipodes suggests, we encourage the creative abrasion of contrary points of view that stimulates fresh and clear insights. The construction of our team is designed to encourage this process of intellectual synergy. It adds breadth to our landscape of opportunity and a more profound understanding of the investments we make.

Leadership team

Jacob Mitchell

Founder, CIO & Lead Portfolio Manager

Jacob founded Antipodes in March 2015 and is chief investment officer and lead portfolio manager.

Prior to founding Antipodes, Jacob spent 14 years at Platinum Asset Management where he was most recently deputy chief investment officer and a portfolio manager of the flagship Platinum International Fund. On resigning from Platinum in November 2014, he had direct portfolio management responsibility for over $3.5bn in AUM and was responsible, together with the CIO, for the firm-wide ($25bn in AUM) implementation of the investment process. He also served as portfolio manager for the Platinum Unhedged Fund (January 2007 to May 2014, achieving 5.7% per annum outperformance after fees) and the Platinum Japan Fund (January 2008 to November 2014, achieving 9.9% per annum outperformance after fees), the highest alpha generated by any Platinum fund over this period.

From 1996 to 2000, Jacob was head of technology and emerging industrials research at UBS Warburg Australia. He commenced his investment career in 1994 as a trainee investment analyst at Tyndall Australia – a high conviction, value oriented Australian equities manager.

Jacob holds a Bachelor of Commerce from the University of Western Sydney.

Andrew Findlay

Managing Director & CEO

Andrew is chief executive officer and managing director of Antipodes.

Andrew has over 20 years experience in financial services across Australia, Hong Kong and Europe. His core focus has been on business management, product development, marketing and distribution.

Prior to joining Antipodes Andrew was a senior executive at Pinnacle Investment Management Limited which he joined in 2009. At Pinnacle he worked with investment professionals across a range of asset classes to establish, manage and grow their businesses. Before joining Pinnacle, Andrew worked at Macquarie Bank for over 5 years, based in both Sydney and Hong Kong. While at Macquarie, Andrew led the establishment of the ‘Macquarie Professional Series’ – a range of partnerships with world-class specialist investment managers.

Earlier in his career Andrew worked in a variety of financial marketing roles with Deutsche Bank in Australia, and with UBS in Zurich and London.

Andrew has a Bachelor of Commerce from the University of New South Wales.

Alison Savas

Client Portfolio Manager

Alison represents the Antipodes investment team as client portfolio manager.

Prior to joining Antipodes Alison was an investment analyst with Smith Tan Asset Management in Singapore and a deputy portfolio manager at Kingfisher Investments, a Singapore-based family office. From 2004 to 2015 Alison was a senior investment analyst at Platinum Asset Management where she covered a range of sectors in Asia, with a focus on India, ASEAN and South Korea.

After being selected in the Commonwealth Bank of Australia’s graduate program Alison commenced her investment career at AspectHuntley (now Morningstar) as an associate analyst with responsibility for a portfolio of Australian small cap stocks.

Alison holds a Bachelor of Commerce with majors in Finance and Accounting from the University of New South Wales.

Graham Hay

Portfolio Manager

Graham is a portfolio manager with coverage of hardware, industrial and commodity stocks on a global basis.

Prior to joining Antipodes in 2015, Graham worked at Perennial International Equities where he was portfolio manager of the Global Shares High Alpha Trust and co-manager of the Wholesale International Share Trust. Graham was also head of research for 6 years and covered the global technology, content and communications sectors.

Graham has extensive experience analysing and managing global long/short equity portfolios in a career spanning more than 20 years, including active coverage of the Japanese market. From 2007 to 2009 Graham was a portfolio manager at Merrill Lynch Strategic Investment Group in London, responsible for managing a global equity market neutral portfolio. He also held senior equity analyst and portfolio management roles at BlueCrest Capital in London (2005 – 2007) and First State Investments UK/Legal & General (1993 – 2004).

Graham holds a Bachelor of Commerce (Economics and Finance, Honours) from the University of Western Sydney. He has also completed the Chartered Financial Analyst (CFA) Programme, Sydney Futures Exchange Registered Representatives Programme and is a member of the Chartered Financial Analyst Institute (formerly AIMR) and London Society of Investment Professionals.

James Rodda

Portfolio Manager

James is portfolio manager of the Europe/North America Domestic team, with coverage of consumer, domestic services, financials, technology, media and telecommunications.

Prior to joining Antipodes in 2015, James was an investment analyst in the Asia team at Platinum Asset Management.

From 2008 to 2013, James was a member of the ANZ Generalist Banker Program, culminating in his appointment as Head of Financial Institutions at ANZ Papua New Guinea. His diverse experience included working in Treasury, Institutional Bad Loans (Lending Services), Corporate Finance, Trade Finance, Mortgages Credit and Debt Capital Markets across Australia, Hong Kong and Papua New Guinea. Prior to this James worked in a family office as an investment analyst.

James holds a Bachelor of Commerce in Accounting and Finance from Monash University in Melbourne. He has also completed a Graduate Diploma in Applied Finance at FINSIA and a Graduate Certificate of Management (Leadership and Negotiation) from Melbourne Business School.

Max Shramchenko

Sector Head

Max is sector head with responsibility of infrastructure, utilities, property and telecommunications.

Max joined Antipodes in 2016 where he previously had coverage across consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Prior to joining Antipodes Max was an investment analyst at Harness Asset Management. He covered Australian smaller companies with a focus on identifying high conviction long and short ideas.

From 2012 to 2015, Max was a director of research at Investing for Charity, a charitable fund run by students and young professionals. He was a member of the investment committee and led the equity research team.

Max holds a Bachelor of Business Administration from JAMK University of Applied Sciences in Finland, a Masters of Commerce in Funds Management from the University of New South Wales and a Masters of Professional Accounting from Holmes Institute. He is a native Russian speaker.

Owen Scarrott

Investment and ESG Analyst

Owen is an investment and ESG analyst based in London with coverage of industrial and commodity stocks on a global basis.

Prior to joining Antipodes, Owen was an analyst at Schroders in London with a focus on the materials and energy sectors. He also worked as a sell-side research analyst with Morgan Stanley with coverage of global resources companies.

Earlier in his career he was an associate at Goldman Sachs in London undertaking equity research in the metals and mining sectors.

Owen began his investment career in London as an intern with Credit Suisse after completing a Bachelor of Science in Economics (Southampton) and a Master of Science in Russian Studies at Oxford University.

Sunny Bangia

Portfolio Manager

Sunny is a portfolio manager with coverage of consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Prior to joining Antipodes in 2015, Sunny was a strategist/trader at Platinum Asset Management for 5 years where he primarily covered Asian equities as a member of the Asia and Japan teams and global currency strategy.

From 2010 to 2013 Sunny was an associate director at Westpac Institutional Banking – Asia, during which he spent 2 years based in Singapore. He was responsible for a portfolio and global currency, commodity and futures risk. Prior to this, Sunny was an investment analyst at Goldman Sachs Private Wealth Management after having joined its graduate program.

Sunny holds a Bachelor of Business (Finance and Software Engineering) from the University of Technology Sydney and is also fluent in Hindi.

Rameez Sadikot

Portfolio Manager

Rameez is a portfolio manager with responsibility for quantitative systems, macroeconomics and currency.

Prior to joining Antipodes in 2015 Rameez was an investment analyst at Platinum Asset Management for 7 years where he was a senior member of the quantitative and macroeconomic team. While at Platinum he led the build-out of the stock/sector screening and currency/macroeconomic frameworks and other investment team facing systems.

Earlier in his career Rameez worked with the Australian Securities Exchange in a client servicing capacity. He also has extensive experience in the field of software and electrical engineering, working for Qiiss Global, the Upper Parramatta River Catchment Trust, Oriium Consulting and Zubi Consulting (founder) in both project management and development roles.

Rameez holds a combined Bachelor of Commerce (Commercial Law and Finance) and Bachelor of Engineering (Software, Honours) from the University of Sydney.

Nick Cameron

Portfolio Manager

Nick is a portfolio manager with responsibility for researching healthcare stocks on a global basis.

Prior to joining Antipodes, Nick was an investment analyst with Watermark Funds Management in Sydney where he managed a long-short global equities portfolio in the healthcare sector. Previously he worked as an investment and M&A analyst for private medical services provider Genesis Care where he focused on new business development and acquisition opportunities in the radiation oncology, cardiology and sleep medicine sectors. Nick also has experience covering the healthcare and biotechnology sectors as an equity analyst with Deutsche Bank and Credit Suisse.

After completing a Bachelor of Science and a Bachelor of Biotechnology with Honours, Nick obtained his Ph.D. in Biotechnology from Griffith University in Queensland.

Cleo Somers

Senior Investment Analyst

Cleo is a member of the Europe/North America Domestic team.

Prior to joining Antipodes as a founding team member in 2015, Cleo was a Senior Investment Analyst at Perennial International Equities for 10 years (based in London for over three years) primarily responsible for coverage of the global consumer and healthcare sectors.

Cleo commenced her career at QIC as a Research Analyst in Australian equities with responsibility for the gaming and leisure sector, as well as diversified financials, regional banks, property and small capitalisation stocks.

Cleo holds a combined Bachelor of Business (Management) and Bachelor of Economics degree from the University of Queensland and a Graduate Diploma of Applied Finance and Investments from FINSIA.

Camilla Coffey

Corporate Affairs Manager

Camilla is Corporate Affairs Manager, with responsibilities across communications, culture and strategy.

Prior to joining Antipodes, Camilla spent five years with RARE Infrastructure as a senior investment operations analyst. Camilla has also worked in client services with RBC Investor Services and in fund administration at Platinum Asset Management.

Camilla holds a Bachelor of Commerce and a Bachelor of Economics from the Australian National University.