InvestSMART
Members 750,426
Portfolio Manager tracking $35.8 billion
Number of articles 125,747
Founded in 1999

Our Story - 20+ years in the making

A company chaired by well-known 'money' expert, Paul Clitheroe, InvestSMART Group has helped tens of thousands of people create a prosperous future.

For the last two decades, our collective enterprise InvestSMART, Intelligent Investor and Eureka Report have dedicated our knowledge and experience to offer everything you need to make wealth happen, free from the jargon and complexities so commonly found in the finance industry. Here's a little piece of history on us.

InvestSMART
InvestSMART

InvestSMART was founded in 1999 by Ron Hodge, Nigel Poole and Jim Noort as FloatNews. In 2001, the newly named business, InvestSMART, became a leading source for investment research and tools for investors, including its now much-loved free Portfolio Manager.

After a period of ownership by Fairfax, in 2013 Ron and Nigel took back ownership and joined InvestSMART Group to enhance its offering and launched Australia's first robo advisor service.

InvestSMART
Eureka Report
Eureka Report

Founded in 2001, Eureka Report joined InvestSMART Group in 2016 and brings you daily commentary from our experts on wealth and markets. Editor in Chief, Alan Kohler, leads a team of financial advisers, SMSF experts and economists covering macroeconomic insights, super advice, tax and investment planning.

Today, whether you're managing your own investments or looking for a little help, we have the advice you need to reach your financial aspirations and start growing your wealth.

Eureka Report
Intelligent Investor
Intelligent Investor

Founded in 1998 by John Addis, Intelligent Investor is known for its in depth value investing analysis of ASX listed companies. Led by Head of Research & Portfolio Management, Nathan Bell, their team of analysts are dedicated to providing ASX share recommendations and research for investors managing their own direct portfolio of Australian shares.

Intelligent Investor

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
    Chairman
    Paul Clitheroe, AM
    Paul Clitheroe, AM AM, B.A. (UNSW), SNF Fin, CFP Chairman

    Paul Clitheroe is a founding director of leading financial planning firm ipac, and has been involved in the investment industry since he graduated from UNSW in the late 1970s. Paul has been a media commentator and conference speaker for more than 30 years, and is regarded as one of Australia's leading experts in the field of personal investment strategies and advice. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and since 1999 has been the chairman and chief commentator of Money magazine. He currently writes for newspapers across Australia and presents Talking Money on radio nationally.

  • Effie Zahos
    Independent Director
    Effie Zahos
    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
    Founder-Eureka Report
    Alan Kohler, AM
    Alan Kohler, AM Founder-Eureka Report

    Alan Kohler is one of Australia's most experienced business commentators. Alan has been a trusted source of investment advice to Australians for many years, and in 2005 he founded Eureka Report - Australia's #1 online investment report. Along with Robert Gottliebsen and Stephen Bartholomeusz, Alan also founded Business Spectator, the popular business news and commentary website now owned by News Corp. He has been a columnist and editor at the Australian Financial Review and The Age. Alan is the regular finance presenter on the ABC News and producer of the popular nightly graph (or two) and writes a regular column for the New Daily.

  • Ron Hodge
    Managing Director
    Ron Hodge
    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
    General Counsel
    Catherine Teo
    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
    Head of Funds Management
    Alastair Davidson
    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.

Our Intelligent Investor 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
    Nathan Bell Head of Research & Portfolio Management

    Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011.

  • Gaurav Sodhi
    Deputy Head of Research
    Gaurav Sodhi
    Gaurav Sodhi Deputy Head of Research

    Gaurav Sodhi 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.

  • John Addis
    Editor
    John Addis
    John Addis Editor

    John Addis founded Intelligent Investor in 1998. Having returned as the editor of Intelligent Investor after selling the business in 2004, John now 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.

  • Graham Witcomb
    Senior Analyst
    Graham Witcomb
    Graham Witcomb Senior Analyst

    Graham has a degree in Psychology from the University of Sydney and is a Chartered Financial Analyst (CFA) charterholder. He previously worked for one of the world’s most successful professional gamblers and joined the research team in early 2013 after spending several years in Canada completing the Chartered Financial Analyst program. Graham’s focus is on the healthcare, gambling and transport infrastructure sectors.

  • Raymond Jang
    Analyst
    Raymond Jang
    Raymond Jang Analyst

    Raymond has extensive experience in analysing and investigating businesses from his roles across sell-side equity research, financial regulation, and insolvency. He is a Chartered Accountant and holds a Bachelor of Commerce from the University of NSW. Outside of work, he loves playing football with humans as well as his dog.

  • Nick Cummings
    Analyst
    Nick Cummings
    Nick Cummings Analyst

    Nick is a style agnostic investor with a passion for running and annual reports. He has a degree in Finance from Westminster College (Utah, United States). Upon returning to Australia, he worked as an analyst focusing primarily on international businesses. He joined Intelligent Investor in 2022.

Our Eureka Report team

Headed up by Alan Kohler, our team includes some of Australia's best independent investing experts.

  • Alan Kohler, AM
    Founder-Eureka Report
    Alan Kohler, AM
    Alan Kohler, AM Founder-Eureka Report

    Alan Kohler is one of Australia's most experienced business commentators. Alan has been a trusted source of investment advice to Australians for many years, and in 2005 he founded Eureka Report - Australia's #1 online investment report. Along with Robert Gottliebsen and Stephen Bartholomeusz, Alan also founded Business Spectator, the popular business news and commentary website now owned by News Corp. He has been a columnist and editor at the Australian Financial Review and The Age. Alan is the regular finance presenter on the ABC News and producer of the popular nightly graph (or two) and writes a regular column for the New Daily.

  • Robert Gottliebsen
    Financial Commentator
    Robert Gottliebsen
    Robert Gottliebsen Financial Commentator

    Robert Gottliebsen 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, was the founding editor of Business Review Weekly, and has written for the Australian Financial Review and The Australian.

  • Elizabeth Moran
    Income Strategist
    Elizabeth Moran
    Elizabeth Moran Income Strategist

    Elizabeth has worked in financial markets for more than 25 years in education, credit analysis and communication for retail and institutional banks and other financial institutions.

    She is editorial director at Fixed Income News Australia and was previously director of education and research at FIIG Securities, specialising in bonds, hybrids and deposits. Earlier roles include a stint in London as a credit rating analyst for NatWest Markets and as an analyst for CBA in Melbourne. For more than seven years she had a regular column in The Australian.

  • Tim Treadgold
    Commodities Journalist
    Tim Treadgold
    Tim Treadgold Commodities Journalist

    Tim Treadgold has been reporting on the Australian resources sector since the nickel boom of the late 1960s after a brief, but unspectacular, stint studying geology, which clashed with an opportunity to enter the world of journalism. Over the past 40 years, he has written for publications including AFR, Reuters, Forbes, Mining Journal and The West Australian.

    He writes a fortnightly column for Eureka Report, with a special focus on mining and oil stocks, and tracks the perpetual motion game of supply chasing demand, whether of fossil fuels or of future-facing commodities.

  • Steve Sammartino
    Technology Commentator
    Steve Sammartino
    Steve Sammartino Technology Commentator

    Steve is Australia's leading futurist, the host of Channel 9's The Rebound and author of two books on disruptive technology: "The Great Fragmentation" and "The Lessons School Forgot".

    Steve has delivered keynote speeches to over 500,000 people across 40 countries and is a technology commentator for the ABC. He has been featured on the BBC, The Smithsonian Institute, The Discovery Channel, Mashable and Wired.

    The co - founder of Macro3D, an AI & robotics - focused construction company, Steve has built and sold a number of software firms.He is currently on the board of the NSW Treasury Innovation & Productivity Council and advises a number of ASX top 30 firms on technology strategy.