Our Team

Meet the people behind our investment portfolios

Expertise

Benefit from the experience of some of Australia's top research analysts - our investment options are actively managed by our in-house experts.

Invested

We believe in the philosophy that shapes our investments and team who manages them. With our analysts and staff investing along side you, our interests are aligned with yours.

Long Term Focus

Our objective is simple. We invest in ideas after considered research which represents strong, long-term prospects for our members.

Our investment committee

The primary role of the Investment Committee is to ensure all our investment products comply with all internal policies, investment mandates and objectives.

  • Paul Clitheroe Paul Clitheroe
    Paul Clitheroe, AM

    Chairman

    AM, B.A. (UNSW), SNF Fin, CFP

    Paul 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.

  • Ron Hodge Ron Hodge
    Ron Hodge

    Managing Director

    B.Com B.Econ SF FIN MSc. Info Tech GAICD

    Ron 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.

  • Alastair Davidson Alastair Davidson
    Alastair Davidson

    Head of Funds Management

    B Ec (Hons), CA

    Alastair 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.

  • James Carlisle James Carlisle
    James Carlisle

    Head of Research

    MA (Cantab), DipFinServ

    James 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.

Meet our team

The individual security selection, weightings and asset allocation of our Australian Equity Portfolios and Fund are managed by our in-house team of analysts and fund managers at Intelligent Investor.
James Carlisle Research Director
John Addis Editor
James Greenhalgh Senior Analyst
Graham Witcomb Analyst
Gaurav Sodhi Deputy Head of Research
Jon Mills Analyst
Alex Hughes Senior Analyst
Mitchell Sneddon Analyst