Brad Potter

Brad Potter, B Science (Hons), Graduate Diploma of Applied Finance & Investment (SIA)
Head of Australian Equities

Brad joined the business in 2002. He has 28 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Australian equities team, process and portfolios. Prior to joining, Brad was Director, Corporate Finance with Westpac, a Senior Resource Analyst with Ord Minnett and in his early career, a geologist working with a number of resource companies. Brad has portfolio management responsibilities for the Nikko AM Australian Share Wholesale Fund and Nikko AM CVA Plus Strategy. He has analyst responsibilities for Banks.

Meet the team: Find out more about Brad and his views on investing


Tim Johnston

Tim Johnston, B Economics, CA, CFA
Deputy Head of Australian Equities

Tim joined the business in 1998. He has 23 years’ experience, including 19 years in funds management and four years in the accounting profession. Prior to joining, he worked in Chartered Accounting providing reporting, tax and general business services. Tim is co-portfolio manager for the Nikko AM Australian Share Concentrated Fund. He has analyst responsibilities for the Energy, Healthcare and Agriculture sectors.

Meet the team: Find out more about Tim and his views on investing


Jason Kim

Jason Kim, B Economics, M Economics, F. Fin, FIAA (Fellow of the Institute of Actuaries of Australia)
Portfolio Manager & Senior Analyst

Jason joined the business in 2000. He has 25 years’ experience, including 22 years in funds management and three years with the Commonwealth Public Service. Prior to joining, Jason worked with ASSIRT and Deutsche Funds Management as a quantitative analyst and portfolio manager focusing on strategic asset allocation, managed funds research and risk control. Jason is co-portfolio manager for the Nikko AM Australian Share Wholesale Fund, Nikko AM CVA Plus Strategy and Nikko AM Australian Share Concentrated Fund. He has analyst responsibilities for the Insurance sector.


Malcolm Whitten

Malcolm Whitten, B Business, Graduate Diploma of Applied Finance & Investment (SIA), CFA
Portfolio Manager & Senior Analyst

Malcolm joined the business in 1994. He has 26 years’ investment experience and is a CFA charter holder. He has held portfolio manager responsibilities since 1995. Malcolm is also responsible for preparing portfolio construction and risk exposure reports and participating in the peer equity research review process. Malcolm co-manages the Nikko AM Australian Share Income Fund and an Institutional Share Income mandate. He has analyst responsibilities for A-REITs.


Michael Maughan

Michael Maughan, B Commerce, CA
Portfolio Manager & Senior Analyst

Michael joined the business in 2007. He has 19 years’ experience in the stockbroking and funds management industry. After training and qualifying as a chartered accountant he moved to London, initially as a research analyst with BNP Paribas and then as an analyst and portfolio manager with Gartmore Investment Management. Michael co-manages the Nikko AM Australian Share Income Fund and an Institutional Share Income mandate. He has analyst responsibilities for the Media, Telecommunication Services and Transportation/Logistics sectors.

Meet the team: Find out more about Michael and his views on investing


Craig Young

Craig Young, B Economics, CPA, M Applied Finance
Senior Research Analyst

Craig joined the business in 1995. He has 24 years’ experience, including 21 years in funds management and three years as an accountant. Craig started his career as a Graduate Accountant with Hong Kong Bank and then changed careers to become an investment analyst with the business, where he could better apply his analytical skills. Craig has analyst responsibilities for the Retail, Food & Beverage, Banks and Telecommunication Services sectors.


James Nguyen

James Nguyen, B Commerce (Honours in Economics)/B Law; MA Economics (Honours)
Portfolio Manager & Senior Analyst

James joined the business in February 2008. He has 16 years’ experience including 13 years’ experience in the investment management industry. He initially joined in the Institutional Sales team and moved to his current role in June 2011. Prior to joining, James was an equity analyst and portfolio manager with DVA Capital, an asset consultant with JANA Investment Advisers and a risk analyst with Deloitte Australia. James was also a lecturer and tutor in economics while finishing his Law Degree. James has analyst responsibilities for the Gaming, Utilities, Infrastructure and Diversified Financials sectors.

Meet the team: Find out more about James and his views on investing


Stefan Hansen

Stefan Hansen, B Science (Hons), Graduate Diploma of Applied Finance & Investment (FINSIA)
Senior Research Analyst

Stefan joined the business in 2016. He has 9 years experience in equity analysis and a further 8 years within the Petroleum and Chemical industries including oil refining and mining/steel services. Prior to joining Nikko AM Australia, Stefan was a Vice President within Australia Equities Research at Morgan Stanley. Previously, Stefan held Equities Research roles at Austock and Aegis Equities research. Stefan has sector responsibilities for the Mining and Oil & Gas sectors.


Michael Ward

Michael Ward, B Laws/Business, Graduate Diploma of Applied Finance & Investment (FINSIA)
Senior Research Analyst

Michael joined the business in 2016. He has 19 years experience in equity analysis. Prior to joining Nikko AM Australia, Michael was Executive Director – Equities Research at Commonwealth Bank of Australia. Previously, Michael held Equities Research roles at both Morgan Stanley and Credit Suisse, having started his career as an Associate at PricewaterhouseCoopers. Michael has sector responsibilities for Building Materials, Chemicals, Paper and Packaging and Metals.


Vincent Li

Vincent Li, B Commerce/Economics
Research Associate

Vincent joined the business in 2016. Vincent was previously at Suncorp where he completed a two-year graduate program in the role of Financial Analyst. Prior to Suncorp, Vincent worked at Towers Watson whilst completing his studies. Vincent assists the team with database management, quant modelling and production of month-end risk reports for the Australian equity portfolios.


David Thoms

David Thoms, Graduate Diploma of Applied Finance & Investment (SIA)
Equity Dealer

David joined the business in 2010. He has 13 years’ experience in the investment management industry, including 12 years in equity dealing. Prior to joining, David was employed at Bennelong Asset Management where he worked for a period of two years and prior to that he was with Perpetual Investments for three years. David is responsible for implementing the execution of equity and derivatives trading across the Australian equity funds.

Meet the team: Find out more about David and his views on investing