Our People
Lewis Edgley
Portfolio ManagerAbout Lewis
As Portfolio Manager, Lewis co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Lewis joined the Pendal Smaller Companies team in 2013 as a small cap analyst, before being promoted to the role of Portfolio Manager in 2018. Lewis brings 20 years of industry experience with previous roles spanning equities research at boutique stockbroking firm, Taylor Collison, as well as commercial and investment banking roles at Westpac Bank and Commonwealth Bank. Lewis holds a Bachelor of Commerce (Corporate Finance) from the University of Adelaide.
Australian Equities Team
Crispin Murray
Anthony Moran
Damien Diamant
Brenton Saunders
Graeme Petroni
Jim Taylor
Julia Forrest
Julia Maksymow
Lee Ma
Patrick Teodorowski
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Rachel Folder
Jack Gabb
About Pete
Over the past 34 years, Pete has held financial markets roles spanning portfolio management, advisory and treasury markets. He joined the company in 1994 and is responsible for managing our range of listed property securities funds. Specialising in the Property, Retail, Insurance and Infrastructure sectors, he has previously held roles with Midland Montagu Australia, Daiwa Securities and has served as the non-executive director of the Industry Superannuation Property Trust. Pete holds a Bachelor of Economics and a Bachelor of Law from the University of Sydney.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
Lewis Edgley- Patrick Teodorowski
- Oliver Renton
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Pete
Recent articles by Pete
Pete Davidson
Head of Listed PropertyAbout Paul
Paul Wimborne has over 20 years’ experience in emerging markets strategies and funds management. He has held positions covering emerging markets with Insight Investment, Rothschild Asset Management and most recently, at Baring Asset Management with James Syme, where he was either lead or deputy manager for 14 emerging markets mandates with a peak FUM of over US$4 billion. Paul is an affiliate member of the CFA and holds a Bachelor of Science (Management and Chemical Sciences) with Honours from the University of Manchester Institute of Science and Technology in England.
Emerging Markets Team
James Syme
Ada Chan
Funds managed by Paul
Recent articles by Paul
Paul Wimborne
Senior Fund Manager, JOHCMAbout Rajinder
Rajinder has over 17 years’ experience in Australian equities and manages our range of sustainability and ethical funds. He is also involved in the development and implementation of our Enhanced and Individually Managed Account strategies. Rajinder holds a Bachelor of Science (Mathematics) and Bachelor of Commerce (Finance) from the University of New South Wales and is a CFA Charterholder.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Rajinder
Recent articles by Rajinder
- Rajinder Singh: What’s driving Aussie equities this week?
- Rajinder Singh: What’s driving Aussie equities this week?
- ASX outlook: What’s driving Aussie equities this week
- ASX outlook: What’s driving Aussie equities this week
- ASX outlook: What’s driving Aussie equities this week
- ASX outlook: What’s driving Aussie equities this week
- What’s driving ASX stocks this week
Rajinder Singh
Portfolio ManagerAbout Samir
Samir manages our Asian Share Fund, an actively managed portfolio of Asian shares excluding Japan and Australia. Prior to joining J O Hambro, Samir was a Partner and Chief Investment Officer at Silver Metis Capital Management and Chief Investment Officer of Lloyd George Management, where he was responsible for investment processes, a range of institutional Asia Pacific mandates and a team of 20 investment professionals. His formative years were spent as an analyst specialising in India at Peregrine Securities and ANZ Grindlays Bank.
Asian Equities Team
Cho-Yu Kooi
Funds managed by Samir
Recent articles by Samir
- Investing in Asia: The case for Thailand
- Nvidia’s goldmine needs shovel-makers. Here’s one place to find them
- What we learned from OpenAI’s failed coup: don’t bet against capitalism
- Global equities: How to navigate investing in a higher-rates world
- How to assess company management: four tales from Asia
- Global equities: The more AI grows, the smaller the market could be
- There’s opportunity in China stocks if you know where to look
- Global equities: What investors are missing about south-east Asian banks
- Why passive investing isn’t as passive as you may think
- Samir Mehta: Protectionist Indonesia is looking attractive in 2023
Samir Mehta
Senior Fund Manager, JOHCMAbout Sondal
Sondal is an investment analyst with over 19 years’ experience covering the Retail, Telecom, Media and Transport sectors. He joined Westpac Investment Management in 1999 and has previously held roles with Commonwealth Bank and Bell Commodities. Sondal holds a Bachelor of Commerce (Finance) and a Bachelor of Science (Maths and Statistics).
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Elise McKay
- Rachel Folder
- Jack Gabb
Sondal Bensan
Investment AnalystAbout Steve
With a background in cash and dealing, Steve brings over 20 years’ financial markets experience to our Institutional Managed Cash portfolio. During his time at Pendal Group, Steve has managed numerous New Zealand cash portfolios and has been active in portfolio positioning while executing domestic and international credit and bond funds. Steve previously worked at Tullett and Tokyo as a corporate bond broker, and holds a Bachelor’s degree in Commerce from the Australian National University.
Income & Fixed Interest Team
George Bishay
Oliver Ge
Tim Hext
Amy Xie Patrick
Murray Ackman
Anna Hong
Lachlan Fursman, CFA
Terry Yuan
Funds managed by Steve
Recent articles by Steve
- Steve Campbell: RBA passes rate cut surprise
- Steve Campbell: RBA ‘well-positioned’ to ease rates more aggressively
- Pendal profile: Meet our head of cash strategies Steve Campbell
- Steve Campbell: Labour data will determine timing of next RBA rate cut
- Steve Campbell: Shouldn’t the RBA be following suit?
- Steve Campbell: The RBA isn’t yet convinced inflation is a thing of the past. Here’s why
- Steve Campbell: It doesn’t look like the RBA is planning to join the global rate-cuts club soon
- Steve Campbell: Aussies aren’t likely to see another rate change this year
- Steve Campbell: The call for rate cuts appears premature
- Steve Campbell: Rate cuts unlikely before November
- Steve Campbell: A straight bat from the RBA
- Steve Campbell: No rate cuts – or rises – in 2024?
- Inflation won’t go down without a fight, but markets expect extended rate-hike pause
- Steve Campbell: Expect rates to stay unchanged til 2024
- Steve Campbell: Rates still on hold but no victory declaration yet
- Steve Campbell: Bias towards higher interest rates remains for now
- What’s behind the RBA’s surprise rate hike
- Steve Campbell: RBA likely to wait for April data before a move in May
- Steve Campbell: Is it time to get into TDs? I say no, no, no
- Steve Campbell: Inflation remains top priority for hawkish RBA
Steve Campbell
Head of Cash StrategiesAbout Tim
Tim joined Pendal Group in February 2017 with responsibility for managing Australian Bond portfolios. Tim has extensive experience in banking, financial markets and funding.
Tim joined Pendal Group from NSW Treasury Corporation (TCorp), where he was General Manager, Funding and Balance Sheet, with responsibility for defining and executing TCorp’s funding programme and strategy. Tim’s prior experience includes senior positions in Westpac Treasury, Commonwealth Bank of Australia, Deutsche Bank, Bain & Co and Swiss Bank Corporation.
Tim holds a Masters of Economics of Development from the Australian National University and a Bachelor of Commerce from the University of New South Wales.
Income & Fixed Interest Team
- George Bishay
- Oliver Ge
Steve Campbell- Amy Xie Patrick
- Murray Ackman
- Anna Hong
- Lachlan Fursman, CFA
- Terry Yuan
Funds managed by Tim
Recent articles by Tim
- Tim Hext: Australia to expect state budget downgrades
- Tim Hext: Why Pendal favours a July rate cut
- Tim Hext: Cash rates at 3.1% this year ‘a good bet’
- Tim Hext: Has the Aussie disinflation trend come to a halt?
- Tim Hext: It’s all systems go for the RBA to cut
- Tim Hext: Inflation data shows Australia is in pretty good shape with reasons to be optimistic
- Tim Hext: Art of the deal or new world order?
- Tim Hext: What Trump’s tariff formula means for markets
- Tim Hext: Federal Budget – the three things that matter most to the bond market
- Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
- Tim Hext: Three key takeaways from Australia’s latest national accounts data
- On-demand webinar: How to position portfolios for a falling-rates environment
- Tim Hext: Inflation data ‘good news’ for the RBA
- Tim Hext: Markets ‘complacent’ about tariffs and taxes
- Tim Hext: To cut or not to cut? That’s the question for the RBA
- Tim Hext: The door for rate cuts opens further
- Tim Hext: The market has eyes only for Trump
- Tim Hext: Inflation on track but still too high
- Tim Hext: What Australia’s ‘impressive’ jobs run could mean for markets
- An Aussie green bond that could fund a new national park while generating returns
- Income & Fixed Interest: Pendal’s quarterly insights on the themes driving Aussie markets
- Tim Hext: Inflation is easing, but the RBA isn’t celebrating yet
- Tim Hext: What the US rate cut means for investors – and what’s next
- Tim Hext: In bonds, the trend is your friend
- Tim Hext: Five key takeaways from the latest GDP data
- Tim Hext: RBA minutes – inside a meeting of two-handed economists
- Tim Hext: Rate hikes off, rate cuts on in 2025
- Tim Hext: Can the RBA be patient with inflation?
- Income and fixed interest: Pendal’s quarterly deep dive into the themes driving Australian markets
- Murray Ackman: Why we bought Australia’s first Commonwealth green bond
- Tim Hext: Investors are still relaxed about the inflation outlook
- Tim Hext: Looking beyond the noise at this year’s Budget
- TIM HEXT: Investors should position now for lower rates later this year
- Tim Hext: An upgrade to the financial system’s plumbing
- Tim Hext: What we learned from the latest GDP data
- Tim Hext: January inflation – a low point, for now
- On-demand webinar: How to conquer the interest rate peak
- Goldilocks beware: US inflation data puts markets on notice
- Tim Hext: Inflation is on the right path, but we’re not there yet
- Tim Hext: 2024 inflation outlook is positive for bond investors
- Income and fixed interest wrap: latest outlook for inflation, rates and bonds
- Pendal’s weekly fixed interest wrap
- Tim Hext: Inflation is higher. But is it ‘materially’ higher? That’s the big question
- Weekly fixed interest wrap: close call on next rates decisions; govt bonds at 5pc
- Tim Hext: Australian business remains resilient as we enter spring
- The good news? We’re avoiding recession. The bad news? Living standards are going backwards
- Inflation back below 5pc – but getting to 2-3pc remains a challenge
- Tim Hext: Wage growth remains under control – for now
- Tim Hext: What to pay attention to in the RBA’s latest monetary policy statement
- Tim Hext: Australian inflation is heading back to 4pc
- Tim Hext: Inflation remains stubbornly high — but not as high as you may think
- Tim Hext: Where the RBA’s head is at right now
- US inflation: 4pc on the horizon, but 2pc still a way off
- Budget 2023: Stage 3 tax cuts remain centre stage
- Fixed Interest wrap: Our views on latest inflation data, the RBA review and YFYS reforms
- Tim Hext: The end of interest rate hikes may finally be near
- Why the Silicon Valley Bank collapse happened and what it means for investors
- Tim Hext: Rates are important – but not as much as the Budget
- Fixed interest: Check your ‘duration’ settings before inflation turns
- Hard, fast rates cycle could mean it’s time for long-duration bonds
- Tim Hext: Powell gives the green light after smaller rate rise
- Tim Hext: Australia’s in a surprisingly good position to weather the global storm
- Pendal profile: Meet our head of government bond strategies, Tim Hext
- Tim Hext: Hold course in the face of Trump’s whipsaw tariffs
- Fast podcast: What the latest inflation numbers mean for investors
- Tim Hext: Why Aussie fixed-income investors can largely ignore a potential August rate hike
- Are we getting over-confident on falling inflation? Tim Hext reviews the evidence
- Tim Hext: Why bonds still look better than term deposits
- Tim Hext: Bonds offer returns and cheap insurance right now
- Tim Hext: It’s ‘so far, so good’ on rates and the economy. But what’s next?
- Green bonds: What are they and how do you choose the right ones?
- Tim Hext: Soft landing more likely but don’t hold your breath on rate cuts
- Fast podcast: Why now could be a good time to lock in 10-year bonds
- FAST PODCAST: What wages and jobs are telling us about recession and rates
- Head to head: Pendal equities chief Crispin Murray and bonds boss Tim Hext
Tim Hext
Head of Government Bond StrategiesAbout Amy
Amy is the Head of Income Strategies at Pendal. As part of her role, Amy provides investment research, strategy and asset allocation insights that can be leveraged off for a wide range of fixed interest products managed within the team. Amy joined Pendal in 2017, bringing extensive global experience in credit, high yield, rates and emerging markets. Prior to that, Amy was a Fund Manager with F&C Asset Management in the UK, running a suite of credit and income portfolios. Her market experience began in 2004 as a market-maker in emerging market fixed income securities with Citigroup Global Markets in London. Amy holds an honours degree in Economics from Cambridge University.
Income & Fixed Interest Team
- George Bishay
- Oliver Ge
- Steve Campbell
- Tim Hext
- Murray Ackman
- Anna Hong
- Lachlan Fursman, CFA
- Terry Yuan
Funds managed by Amy
Recent articles by Amy
- Fixed income: Pendal’s 2024 outlook for bonds, credit and cash
- Amy Xie Patrick: An investor’s guide to the outlook for US and China
- Pendal profile: Meet our head of income strategies Amy Xie Patrick
- Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income
- Rates, China, Trump: Pendal’s Amy Xie Patrick on the trends that will shape 2025
- Amy Xie Patrick: How to replace hybrids as they disappear from income portfolios
- Amy Xie Patrick: How to manage fixed income portfolios in a turning-point year
- Fast podcast: Why China is hesitating on stimulus – and what’s likely to happen next
- Fast podcast: How a weaker China could be good for bonds
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Amy Xie Patrick: Prepare for likely recession with long-duration bonds
Amy Xie Patrick
Head of Income StrategiesAbout Ada
Ada Chan was previously the Senior Analyst for the Prague-based JOHCM Global Emerging Markets strategy. Prior to joining JOHCM, Ada spent three years at GMO LLC as an Investment Analyst for the UK. She previously worked at Baring Asset Management (Baring) for eight years as an Equity Research Analyst in London and in Boston. Prior to 2000, she worked as an International Management Trainee and Equity Research Intern at State Street Corporation and Salomon Smith Barney respectively. Ada holds a MSc in Computer Information Systems and BA in Business Administration, both from Boston University.
Emerging Markets Team
- James Syme
Paul Wimborne
Funds managed by Ada
