Our TeamMeet 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.
AM, B.A. (UNSW), SNF Fin, CFPPaul 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.
Independent DirectorEffie 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.
Editor-in-ChiefAlan 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.
B.Com, B.Econ, MSc. Info Tech, GAICD, SF FINRon 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.
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.
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.
Meet our investment management team
The individual security selection, weightings and asset allocations of our investment portfolios are managed by:
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.
Head of Research & Portfolio Management
CFA B.Econ Grad Dip FinNathan 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.
CFA B.Com Fin Int BusAlex 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.