Global Natural Resources | Fund Manager Q&A Session
Overview
Hear from Luke Smith and James Stewart, our experienced resource specialists who can access not just the opportunities in the Australian resources market, but anywhere in the world. The unique nature of resource and commodity cycles has seen us design a strategy that can generate alpha in rising and falling markets. They will cover the thematics that are driving demand for natural resources: alternative energy, electric vehicles, infrastructure spending across developed and emerging markets, and world economic growth.
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Presenters
Luke Smith
Portfolio Manager, Global Resources
Luke is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. Luke joined Ausbil in 2014, and has been in the industry since 1998, gaining experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently, Luke was a highly rated Director, Senior Energy Analyst at Commonwealth Bank Institutional Equities. He also worked as a Commercial Mining Analyst with IndiEnergy, an Oil and Gas Analyst with ABN Amro and a Corporate Finance Analyst with Woodside Petroleum. Luke holds a Bachelor of Science degree.
James Stewart
Portfolio Manager, Global Resources
James is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. James joined Ausbil in 2017, and has been in the industry since 2001, gaining experience in resources and commodities experience to the Ausbil team. James’ experience spans global resources. Most recently James was the mining specialist with Regal Funds Management, a leading Australian long/short fund. Prior to this, James was responsible for regional resources coverage for UBS in Singapore, and worked with CLSA. James holds Bachelor of Engineering (Mechanical Engineering) and Bachelor of Commerce degrees, a Graduate Diploma in Applied Finance (Finsia), a Graduate Certificate in Mining Engineering, and is a CFA Charterholder.
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