Graham Hay

Portfolio Manager

Graham is responsible for the Hardware, Industrials and Commodities team.

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.

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The outlook for oil: supply, demand and COVID-19

Who would have thought an oil price contract could go negative? This is in fact a reality that has unfolded over the past few weeks.
  • By Graham Hay

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Coming soon to the ASX: the Antipodes Global SMID Fund will be available as an active ETF on the 10th of November 2025

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