Our People
James Syme
Senior Fund Manager, JOHCM
Emerging Markets
About James
James has nearly 24 years’ experience leading emerging markets funds, and throughout his career has been responsible for over 14 mandates with peak FUM of over $4bn. He previously headed the emerging market investment teams at SG Asset Management and most recently Baring Asset Management, where he managed numerous strategies with his colleague Paul Wimborne. He has also worked with Henderson Investors as a portfolio manager and with H Clarkson as an analyst. James is a CFA Charterholder and obtained a Bachelor of Arts (Geography) with honours from the University of Cambridge.
Emerging Markets Team
Paul Wimborne
Ada Chan
Recent articles by James
- Emerging markets: Why Korea requires caution despite strong recent performance
- The positive feedback loop we’re expecting to see in emerging market economies
- ‘Emerging markets crisis’? That’s a wildly overstated view, say our experts
- Emerging markets: Which countries are best-suited to these market conditions
- Samir Mehta: The role reversal driving equities in China and India
- Why our emerging markets team believes the asset class could be entering a bull market
- Why our emerging markets team remains ‘zero-weighted’ on the Philippines
- Samir Mehta: A stealth bull market in China means it’s time to revisit Asian equities
- Emerging markets: Why India is at risk of an extended down-cycle
- Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
- Samir Mehta: How luxury stock Prada is making a fashionable comeback
- Samir Mehta: Tune in to Tencent Music if you’re looking for a hidden gem
- Emerging markets: What we learned from one of the biggest election years ever
- Emerging markets: China’s property industry is responding to stimulus
- Emerging markets: Brazil and China buoyed by monetary surprises
- Emerging Markets: Where to look for investment opportunities in Asia
- Emerging markets: Why China is unlikely to face a Japanese-style ‘lost decade’ despite its cloudy outlook
- Global market volatility should be positive for stocks in some emerging markets
- Emerging markets: The drivers creating conditions for stronger returns
- Emerging Markets: Mexico and Brazil could benefit from bigger-than-expected rate cuts
- How the biggest election year in global history will affect emerging markets investors
- Not just cricket: Why our emerging markets experts like India
- Emerging markets: UAE’s journey from desert sands to investment oasis
- Emerging markets: Where to hunt for opportunities in China
- Emerging markets: where else to look in Asia while China remains weak
- Emerging Markets: Why Dubai and Abu Dhabi should be more than just a stopover
- Emerging markets: Brazil is set up for a classic virtuous cycle
- Emerging markets: Look past commodity exports to countries with strong domestic demand
- Capital inflows and caipirinhas: Brazil’s sunny outlook
- Emerging markets aren’t so different to us – but you’ve got to pick the right ones
- Emerging Markets: How elections in Thailand and Turkey affect investors
- Emerging Markets: Take care with Asian tech leaders such as Korea and Taiwan
- Emerging Markets: December quarter shows positive signs after a challenging 2022
- How a weaker US dollar could benefit Emerging Markets investors in 2023
- Why advanced economies such as South Korea are classed as emerging markets
- Emerging Markets: Why some investors may benefit more than others as the tide turns
- Signs of improvement for two big factors that drive Emerging Markets
- Beijing is changing policy on Covid and property. Is this bottom for China stocks?
- Thinking about Chinese stocks? Read this country-level analysis first
- Why our Emerging Markets managers aren’t worried about Brazil’s lean to the left
- Why we’re seeing a change in leadership among Emerging Markets countries
- Emerging Markets give us clues to the strength of the global economy
- EM Spotlight: How the interest rate hike cycle will impact Emerging Markets
- Emerging markets: Watch out for secondary effects from Ukraine invasion
- How inflation and rates expectations are affecting Emerging Markets
- Emerging Markets: Why Indonesia is looking good right now
- Emerging markets: Countries likely to weather the storm
- Emerging Markets: It’s time to look south of the border
- Emerging Markets: Is it time to invest in China again?
- Emerging Markets: where to find growth in a volatile world
- Emerging markets look well placed to weather hike cycle
- How Emerging Markets investors should approach China now
- What the Russia-Ukraine crisis means for Emerging Markets investors
- Emerging Markets: Look closely for hidden strengths in India, Mexico
- Emerging Markets: Which countries are burning brightly as energy prices climb
- Short-term cycles are a hallmark of Covid
- What Coronavirus means for emerging markets investors
- Emerging Markets spotlight: Thailand
- Challenging global environment is great for country-level opportunities
- Someday, this war’s going to end
- Trade war trade-offs in EM
- A slowing cycle still draws opportunities
- Retaining confidence in Mexico
- Conditions for EM ex-China looking up
- Parastatal paralysis
- Korea’s corporate revolution
- Buying up in Dubai
- Video update: Positioning for an upturn in emerging markets
- Dovish Fed should boost emerging markets
- Playing the waiting game on China
- EM: enticing valuations suggest a better year ahead
- Quarterly video update: Is value developing in emerging markets?
- Brazil, Mexico: case studies in country selection
- Confronting the Dragon
- Economic brutality: Argentina and Brazil
- USD and oil: EM quarterly video update
- Case studies: the role of currency in valuing EMs
- Macro-driven stock opportunities in Chinese oil
- Pressure mounts on EM bond proxies
- Oil, USD drives fresh EM divergence
- Leadership matters in emerging markets
- Update on Russia
- Valuation dispersion in emerging markets exudes opportunities
- Ramaphosa no sure cure for South Africa
- Nothing can out-run its fundamentals forever
- The Koreas: recent developments are not new risks
- Tencent’s value surpasses Facebook
- India: a coiled spring
- South Korea: opportunities within
- How we assess currency valuations in emerging markets
- India’s credit cycle challenges
- China’s watchdogs weigh in on debt
- Our current views on emerging markets
About Chris
Chris joined Pendal as an equity investment specialist in 2014, with industry experience going back to 2000 across Sydney, London and Hong Kong. He works closely with Pendal’s Australian Equities team and provides the link to their views and insights on the outlook for Australian equity markets and portfolio positions. He also works with emerging market, Asian and global equity teams, drawing on thirteen years in working in offshore markets. Prior to joining Pendal he spent eight years as an equity portfolio specialist with BlackRock and then HSBC Global Asset Management. He is a CFA Charterholder.
Portfolio Specialists Team
Dale Pereira
Recent articles by Chris
Chris Adams
Head Investment Specialist, Pendal EquitiesSales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Jeremy Dean
Giovanni Rettura
Tom Loneragan
Maria Plati
Tiana Jade Stojanovski
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Scott Bradley
Key Account Manager VIC, WAAbout Dale
Dale joined Pendal in 2011 as Portfolio Specialist with responsibility for fixed interest and alternative strategies. In this role Dale was a key link between Pendal’s fixed interest team and the broader business and responsible for providing information and insight to key internal and external stakeholders on Pendal’s fixed interest capabilities. He also looked after our key intermediary research relationships. In July 2018 Dale became Head of Client Solutions, a role where he partners with all Pendal’s Boutiques, Sales and Product teams to position Pendal’s investment capabilities in the most effective and relevant way for clients across all channels.
Prior to joining Pendal, Dale held various senior research roles working closely with advisers on providing product and strategy solutions for their clients, including Head of Product Solutions at Macquarie Private Wealth, and before that Research Strategy Manager at ING dealer groups.
Portfolio Specialists Team
Chris Adams
Dale Pereira
Head of Client SolutionsAbout Anthony
Anthony is an analyst with over 15 years’ experience covering a range of Australian and international sectors. Most recently his sector coverage included Australian Industrials and Energy, including Building Materials, Capital Goods, Engineering & Construction, Transport, Telcos, REITs, Utilities and Infrastructure. He has previously worked as an equity analyst for AllianceBernstein and Macquarie Group, spending a further two years as a management consultant at Port Jackson Partners and two years as an institutional research sales executive with Deutsche Bank. Anthony is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.
Australian Equities Team
Crispin Murray
Damien Diamant
Brenton Saunders
Graeme Petroni
Jim Taylor
Julia Forrest
Julia Maksymow
Lee Ma
Lewis Edgley
Patrick Teodorowski
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Rachel Folder
Jack Gabb
Recent articles by Anthony
Anthony Moran
Investment Analyst and Portfolio Manager
Australian Equities
About Damien
Damien provides fundamental analysis for our smaller companies strategies, supporting stock selection through valuation, stock data evaluation and building company investment models. Damien was previously an Equity Analyst at Kosmos Asset Management, where he was responsible for fundamental research focused on non-resource ex-ASX 100 Australian and New Zealand stocks. He holds a Bachelor of Business (Finance & Economics) from the University of Technology in Sydney and has completed level three of the CFA program.
Australian Equities Team
- Crispin Murray
Anthony Moran- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Damien Diamant
Investment Analyst
Australian Equities
About Brenton
Brenton manages our Midcap Fund and natural resources portfolio, drawing on over 24 years’ expertise spanning precious metals, derivatives, investment banking and private equity to invest in large and small cap mining companies.
Brenton has worked with Randfontein Estates Gold Mine & Harmony Gold as a mine geologist and Executive, and at JP Morgan, Deutsche Bank, Craton Capital, Macquarie Funds Group, and Taurus Funds Management in research and asset management roles.
Graduating with honours, he holds a Bachelor’s degree in Science (Geology) and a Master’s degree in Science from the University of Johannesburg. He is a member of the CFA Institute and has previously served on the International Accounting Standards Board.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Brenton
Recent articles by Brenton
- Brenton Saunders: What’s driving the ASX this week?
- ASX midcaps: It’s a good time to focus on interest rate-sensitive growth stocks
- Brenton Saunders: ASX gold sector shines, but investors must be selective
- Brenton Saunders: Traditional energy sectors look like winners in a Trump world
- ASX mid caps: Global uncertainty calls for a balanced approach to investing
- ASX mid caps: Opportunities amid the noise
- ASX mid caps: Keep the faith in dominant trends says Pendal’s Brenton Saunders
- Brenton Saunders: What’s driving the ASX this week?
- Brenton Saunders: Three mid-cap themes that ASX investors should consider
- Aussie mid-caps that could benefit from India’s growth story
- Aussie equities: Three mid-cap themes that look promising
- Aussie equities outlook: two questions hold the key
- Mid-caps: Re-energised lithium price could power up ASX producers
- Brenton Saunders: ASX mid-caps offer exposure to fast-growing sectors such as battery metals
- Aussie equities: What we can expect from earnings in the second half
- Brenton Saunders: what to watch in ASX earnings season
- How long will the ASX keep going? Here are the factors to watch
- Brenton Saunders: What you should really be watching as markets rally
- What does Xi Jinping’s consolidation of power mean for investors?
- Turning point for shares: what to watch
- ASX earnings season: the big talking points
- Why mid-caps look good right now
- Conservative, pragmatic and style-agnostic: how to think about equities right now
- Markets are underestimating structural change in commodities
- How APRA’s performance test fails sustainable investors
- Good times for stock-pickers as rate-hike cycle arrives
- What’s ahead for the big miners
- FAST PODCAST: How to choose the right mid-cap Aussie stocks
Brenton Saunders
Portfolio Manager
Australian Equities
About George
George’s investment management career spans over 30 years with Pendal and its predecessor firms. He is responsible for management of credit, fixed interest and short term income portfolios, including Pendal’s highly regarded Sustainable Australian Fixed Interest Fund, Short Term Income Securities Fund and Credit Impact Trust.
George holds a wealth of experience in portfolio management and credit analysis. He has also worked across numerous fixed income, credit and money market portfolios in portfolio management, credit analysis and dealing roles for 27 years. Prior to this George worked in an accounting role for three years.
In 2019 George was awarded the Alpha Manager status by Money Management’s parent, FE fundinfo, in recognition of his career-long performance in the asset management industry. George was one out of 11 Australia-based investment professionals included in this list of esteemed professionals across multiple asset classes, after being assessed on his ability to create risk-adjusted alpha (outperformance) over his entire track record.
George obtained a Master’s degree in Business (Finance), a Bachelor’s degree in Business (Accounting & Finance) and a Graduate Diploma in Applied Finance and Investment.
Income & Fixed Interest Team
Oliver Ge
Steve Campbell
Tim Hext
Amy Xie Patrick
Murray Ackman
Anna Hong
Lachlan Fursman, CFA
Terry Yuan
Funds managed by George
Recent articles by George
- Pendal profile: Meet our head of credit and sustainable strategies George Bishay
- Debunking a myth about fossil fuels and sustainable fixed interest
- Fixed income: the likely impact of rates, inflation and a Trump presidency
- FAST PODCAST: Green and social bonds propelled by secondary market tailwind
- Investing Responsibly: A case study on assessing credit risk
George Bishay
Head of Credit & Sustainable Strategies - Portfolio Manager, Regnan Credit Impact Trust
Income & Fixed Interest
About Cho-Yu
Cho-Yu brings over 21 years’ funds management experience to the JOHCM Asia ex Japan Small and Mid-Cap strategies.
She has previously worked with Silver Metis Capital Management, UBS, DBS Asset Management and Lloyd George Management, where she managed several institutional accounts that reached peak values of over $1bn.
Cho-Yu is a CFA Charterholder and obtained a Bachelor of Science (Economics) with first class honours from the London School of Economics.
Asian Equities Team
Samir Mehta
Cho-Yu Kooi
Senior Fund Manager, JOHCM
Asian Equities
About Graeme
Graeme is an analyst with over 17 years’ experience covering the Banking, Insurance and Diversified Financials sectors. He has previously worked as an equity analyst at Ausbil Dexia, ABN AMRO and Wilson HTM, spending a further 2 years as an actuarial analyst at Trowbridge Consulting. Graeme is a CFA Charterholder and holds bachelor’s degrees in Commerce and Law from the University of Sydney.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Graeme Petroni
Investment Analyst
Australian Equities