InvestSMART
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Our Team

Meet the people behind our investment portfolios

Our investment committee

The primary role of our Committee is to oversee the general management of our investment products - including the development of new products and ongoing monitoring of the Company's investments and its strategies.

  • Paul Clitheroe, AM
    Paul Clitheroe, AM

    Chairman

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

    Paul Clitheroe, AM 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.

  • Effie Zahos
    Effie Zahos

    Independent Director

    Effie Zahos Independent Director

    Effie is one of Australia’s leading personal finance commentators with more than two decades of experience helping Australians make the most of their money. A regular money expert on Channel 9’s Today Show and on radio around Australia, Effie is also the author of The Great $20 Adventure and A Real Girl’s Guide to Money.

    Effie was editor of Money magazine until 2019, having helped establish it in 1999 and is now Editor-at-Large of Canstar. Passionate about financial literacy, Effie sits on the board of directors for Ecstra, a not-for-profit organisation committed to building the financial capability of all Australians.

    Effie holds a Bachelor of Economics Degree from the University of Queensland. She is the proud mother of two children who are beginning to build on their own financial freedom.

  • Alan Kohler, AM
    Alan Kohler, AM

    Editor-in-Chief

    Alan Kohler, AM Editor-in-Chief

    Alan has been covering business and markets as a financial journalist for 48 years, including two stints as the Financial Review’s Chanticleer columnist and periods as editor of The Age and the AFR. He also started Eureka Report in 2005 and Business Spectator in 2007.

    As well as being Editor-in-Chief of InvestSMART Group, Alan is currently finance presenter on ABC News, Business Editor at Large of The Australian, presenter of the Talking Business channel on Qantas radio and an adjunct professor in the business faculty at Victoria University.

  • Ron Hodge
    Ron Hodge

    Managing Director

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

    Ron Hodge B.Com, B.Econ, MSc. Info Tech, GAICD, SF FIN 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.

  • Catherine Teo
    Catherine Teo

    General Counsel

    B.Com, LLB (UNSW)

    Catherine Teo B.Com, LLB (UNSW) General Counsel

    With over 10 years’ experience working as a corporate lawyer in both Sydney and New York City, Catherine is experienced in advising corporations on legal and governance matters. Catherine holds a Bachelor of Commerce (majoring in Finance) and a Bachelor of Laws from the University of NSW.

  • 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.

Meet our investment management team

The individual security selection, weightings and asset allocations of our investment portfolios are managed by:

  • Evan Lucas
    Evan Lucas

    Chief Market Strategist

    M.Fin Dip. FS (FP)

    Evan Lucas M.Fin Dip. FS (FP) Chief Market Strategist

    Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance from Flinders University, 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.

  • Nathan Bell
    Nathan Bell

    Head of Research & Portfolio Management

    CFA B.Econ Grad Dip Fin

    Nathan Bell CFA B.Econ Grad Dip Fin Head of Research & Portfolio Management

    Nathan has over 20 years' investment experience, which includes previous roles at Deutsche Bank and Peters Macgregor. Nathan contributes regularly to the financial press and regularly appears on Sky Business. He graduated from Flinders University with a Bachelor of Economics and subsequently completed a Graduate Diploma of Applied Investment and Management. Nathan is a CFA Charterholder.

  • Alex Hughes
    Alex Hughes

    Portfolio Manager

    CFA B.Com Fin Int Bus

    Alex Hughes CFA B.Com Fin Int Bus Portfolio Manager

    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. Alex is a Chartered Financial Analyst (CFA) charterholder and holds a degree in Finance and International Business from Griffith University.

Meet our analyst team

Headed up by Nathan Bell, Head of Research & Portfolio Management, our team has a proven track record of identifying undervalued, quality businesses for your portfolio.

Nathan Bell Head of Research & Portfolio Management Nathan Bell
Gaurav Sodhi Deputy Head of Research Gaurav
John Addis Editor-in-Chief John
Graham Witcomb Senior Analyst Graham
James Greenhalgh Senior Analyst James
Mickey Mordech Analyst Mickey