John Stavliotis

Portfolio Manager

John is responsible for the Emerging Markets Domestic team, with coverage of consumer, domestic services, financials, technology, media and telecommunications.

Prior to joining Antipodes in 2018, John was a sell-side Analyst with Morgan Stanley for four years focusing on emerging Australian companies in the retail, aged care and auto industries. Before this, John held Research Analyst roles with Bligh Capital Securities and Colonial First State.

John holds a Bachelor of Commerce (Actuarial Studies) and a Bachelor of Science (Mathematics and Statistics) from the University of New South Wales and is a CFA charter holder. John is fluent in Greek.

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Latest Insights

The multinationals you may have never heard of

As geopolitical tensions continue to heat up, incentives seem skewed towards the emergence of a more multipolar world. For China, a strategy to align with the developing world (46% of global GDP and 86% of population) provides a significant demand base for its emerging multinational champions to thrive and advance the evolution from ‘Made in China’ by foreign companies to ‘Made by China’.
  • 9 min
  • By John Stavliotis

Tencent: A growing digital empire at an attractive valuation

Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer.
  • 9 min
  • By John Stavliotis

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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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