Who We Are
"Our mission is to help all Australians grow and protect their wealth"
With the aim of helping investors reach their financial goals, InvestSMART Group Limited (ASX:INV) brings together three leading companies to give members actionable investment tools, wealth advice and independent ASX-listed stock research:
InvestSMART was founded in 1999 by Ron Hodge, Nigel Poole and Jim Noort as FloatNews. Initially offering IPO information to investors, in 2001 the newly named business began offering managed fund comparison information and a range of investor tools, including its now much-loved free Portfolio Manager. After a period of ownership by Fairfax, in 2013 Ron and Nigel repurchased it to focus on building an information hub for investors wanting to take control of their own financial futures.
Intelligent Investor was founded in 1998 by John Addis, our current Editor in Chief. Known for its market-beating value investing research, its team of 10 equity analysts is led by Head of Research James Carlisle. Intelligent Investor operates independently from InvestSMART but provides the models that a number of our investment products are built upon. Intelligent Investor’s independence is fiercely protected by our analysts and management.
Eureka Report, founded in 2001 by Alan Kohler, was sold to News Corp in 2013 and purchased by InvestSMART in 2016. Eureka Report offers macroeconomic insights, super advice, tax and investment planning and broader wealth commentary. Editor Tony Kaye leads a team of finance journalists, financial planners and economists to offer investor-focused coverage of these key areas.
Why choose InvestSMART
We believe everyone should have the confidence to control their financial future and it shouldn’t be hard or expensive to do so.
Whether you’re managing your own investments or looking for a little help, we deliver straightforward, flexible and affordable solutions to ensure you are better able to meet your investment goals.
What we do
We’re all about making investing simple. Statistics show four in five Australians do not receive any professional investment advice, with cost being a primary factor. We aim to change that.
Through our Portfolio Manager, stock research, wealth commentary and affordable investment products, we believe we are delivering the right tools to help all Australians grow and protect their wealth.
Our Investment Committee
The primary role of our Investment Committee is to oversee the general management of our investment products - including the development, selection and ongoing monitoring of the Company's investments and its strategies.
AM, B.A. (UNSW), SNF Fin, CFPPaul Clitheroe AM, B.A. (UNSW), SNF Fin, CFP Chairman
Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia’s major television networks and radio.
Paul is Chairman of The Australian Government Financial Literacy Board and Money Magazine. He also holds the Chair of Financial Literacy at Macquarie University.
B.Com B.Econ SF FIN MSc. Info Tech GAICDRon Hodge B.Com B.Econ SF FIN MSc. Info Tech GAICD Managing Director
Ron has worked in financial services for over 25 years, including UBS in Singapore and Bell Commodities in Sydney and founded InvestSMART in 1999. Ron holds a Masters degree in Computer Science, Bachelor Degrees in Commerce and Economics, a Graduate Diploma in Applied Finance and Investments and is a Graduate of the Australian Institute of Company Directors.
Head of Funds Management
B Ec (Hons), CAAlastair Davidson B Ec (Hons), CA Head of Funds Management
Alastair has held executive positions in the banking and financial services industry for over 27 years in the UK, USA and Australia. Prior to joining InvestSMART in 2014, he held Director positions with Aurora Funds Limited, Challenger and Salomon Smith Barney. Alastair has an Honours degree in Economics from the University of St Andrews and is currently the Treasurer of the Centenary Institute of Medical Research, Chairman of the Investment Committee of the Centenary Institute Endowment Fund and member of the Institute of Chartered Accountants in Scotland.
Head of Research
MA (Cantab), DipFinServJames Carlisle MA (Cantab), DipFinServ Head of Research
James Carlisle has been researching stocks for more than two decades. After qualifying as a lawyer and working as a fund manager in London, James moved to Australia in 2002 and soon found Intelligent Investor. He is the author of the book: 'Value: Intelligent Investor's Guide to Finding Hidden Gems on the Sharemarket' and covers the banking and financial services sectors.
Our Analyst team
Headed up by James Carlisle, Head of Research, our team has a proven track record of identifying undervalued, quality businesses for your portfolio.
Head of Research
Deputy Head of ResearchGaurav Sodhi Deputy Head of Research
Gaurav is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals lead to him becoming Intelligent Investor’s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure.
Editor-in-ChiefJohn Addis Editor-in-Chief
John founded Intelligent Investor in 1998 and is the editor-in-chief of InvestSMART, where he gets to indulge his favourite interests: the shape and form of words; investing psychology; the odd, fascinating and frustrating world of macroeconomics; and great stock opportunities.
Senior AnalystAlex Hughes Senior Analyst
Alex joined the team in July 2016 to provide dedicated research on small capitalisation companies (small caps). Alex has over 8 years successfully managing private portfolios, and prior to joining the team, held various roles in funds management and international research.
Senior AnalystRakesh Tummala Senior Analyst
Rakesh started his career as junior analyst at Intelligent Investor. He since had roles as bank and insurance analyst, and rejoined the team in 2018. Rakesh covers financial services including banks and insurers. He has degrees in finance and economics from The University of New South Wales.
Senior AnalystJames Greenhalgh Senior Analyst
James graduated with a Bachelor of Commerce shortly after the ‘recession we had to have’. After stints in financial planning and with stockbroking firm County Natwest, he realised that poring over annual reports was his true vocation. James has 24 years of investing experience under his belt, with almost half of them at Intelligent Investor. His main areas of focus are the retail and media sectors.
Analyst and Head of DistributionMitchell Sneddon Analyst and Head of Distribution
Mitchell offers insights on portfolio management strategies and managed investment solutions. Prior to joining the team he was the VIC/TAS state director for a value-based fund manager, assisting SMSF investors to get the most out of their retirement savings.
Our Wealth & Markets team
Headed up by Tony Kaye, we are some of Australia’s best independent investing experts.
Chief Market StrategistEvan Lucas Chief Market Strategist
Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach.
Sub-EditorLaura Daquino Sub-Editor
Laura Daquino is the Sub-Editor and Finance Journalist at Eureka Report, reporting on the business and investment community in Australia and abroad. Previously she was a Senior Journalist at Business News Australia covering startups, entrepreneurship, and publicly listed companies in NSW, QLD and Victoria.
Financial ExpertRobert Gottliebsen Financial Expert
Robert is one of Australia’s most respected investment experts and has been a key commentator on Australian business and finance for over three decades. Robert co-founded Eureka Report in 2005 and has written for The Australian Financial Review and The Australian.
Financial Adviser and SMSF Expert