Value Investment Partners is an investment manager that builds portfolios across a range of asset classes in order to cater for different needs, strategic preferences, and risk tolerance levels.
Portfolio construction is achieved through both a bottom up and top down approach when assessing investment opportunities. In our commitment to our clients we conduct thorough analysis of national economies down to the individual company level to comb through the investable universe to identify investments that serve to achieve our clients financial goals.
Value Investment Partners adds further value by proactively managing the asset allocation of its blend portfolios to reflect the ever changing market conditions by closely monitoring asset values and price volatility. We aim to reduce the risk and potential losses from overvalued and volatile markets, and in doing reserve the right to sell any asset class down to zero if it is deemed appropriate by the Investment Committee based on market conditions at the time.
Ultimately we are committed to achieving our return objectives and assisting our clients to build and protect their wealth through our proven strategies and procedures facilitated by industry experts and specially designed systems.
John was a senior stock exchange trader running a 24-hour stock book around the world, making markets in specific stocks and managing large institutional accounts. At Prudential Bache where John worked between 1986 – 1990 one of his responsibilities included option trading and he spent time in New York establishing a market for News Corp on the NY Trading Floor. Since becoming a financial planner John has managed direct share portfolios for many of the firm’s clients and has developed a multimillion-dollar direct share book.
John’s roles over his 35 years in the industry include: Junior Trader at Herbert P Cooper & Son; Senior Equities Traders at Prudential Bache; Financial Planners at Winchcombe Carson Financial Planning; Founder, Director, & Senior Financial Planner of Manly Financial Services Pty Ltd; Aquaculture Fund Manager & National Distribution Manager of Australian Bight Abalone Limited; Founder, Portfolio Manager, & Investment Committee Member of Value Investment Partners.
Raffi is the secretary of the IC and is the managing partner for both the Value Investment Partners and Manly Financial Services businesses. Raffi has been working in the industry for over 10 years after completing a Bachelor of Science and making the shift from medical research to financial services. More recently Raffi has completed an MBA majoring in Management Consulting and Change. Raffi’s business administration and management skills, in addition to his analytical/scientific background, assist in the implementation of business strategy and the analysis of emerging disruptive industry and companies.
Raffi’s roles over his 20 years in the industry include: Financial Planner at Winchcombe Carson Financial Planning; Fonder, Managing Director, & Senior Financial Planner at Manly Financial Services; Founder, Managing Director, & Secretary of Value Investment Partners.
Chris has been in the financial services industry for 13 years and is the owner and director of Insight Investment Consultants, an investment consulting business set up in 2013 to provide services to financial advisers and licensees. Chris previously worked for CBA where he provided a range of similar services to financial advisers and licensees, as well as internal stakeholders. His research has historically covered managed funds, listed securities (shares, ETFs, hybrids), economics, geopolitics, and asset allocation. Chris’ strong relationships with some of Australia’s largest fund managers affords him unlike insights to how money is moving in markets, while in addition to his own comprehensive understanding of policy and macroeconomics his exposure to thought leaders in the space of wealth management will be invaluable to the committee.
Chris’ roles over his 13 years in the industry include: Senior Paraplanner at CBA; Senior Research Analyst at CBA; Chief Investment Officer of PSK Financial Services; Director & Chief Executive Officer of Insight Investment Consultants; Investment Committee Member of Value Investment Partners.
Ken’s background includes economics, econometrics, finance and statistics and he has worked in the local and international equity markets for over 30 years and in various senior management roles. He has held senior roles at Deutsche Bank, James Capel Australia and Tricom. He has also worked in the Australian public service (including the Productivity Commission) and at KPMG. He is a Non-executive Director of Shellfish Culture (oyster spat and oyster farming business), Castray Capital, TasmaNet (ICT company) and is also a non-executive Director of Pure Foods Tasmania which listed on the ASX on 30 April 2020 (ASX code PFT). He holds an honours degree in economics and post graduate qualifications in economics and finance and is also a Fellow of the Financial Services Institute of Australasia (FFIN). Ken’s experience and skills are an invaluable resource to VIP.
Ken’s roles over his 34 years in the industry include: Australian Public Service in Canberra; KPMG Tax in Melbourne; Head of Telecoms, Technology, and Media at Deutsche Bank; Established Global Telecoms Research Team for Deutsche Bank; Head of Research & Director at Aegis Equities Research; Head of Research at Tricom Equities, Executive Director of Pure Foods Tasmania; Director of Shellfish Culture; Director & Founding Partner of Greenard Willing; Investment Committee Member of Value Investment Partners.
Phil has extensive market, analysis, and research experience as an Actuary. Phil is a Fellow of Institute of Actuaries of Australia, NZ, UK & USA, and has experience working as a Super Actuary with Aetna Life & Casualty, Actuary Head of Client Services with NMLA, GM Life & Chief Actuary of Munich Re Australia, and MD of Gerling Life Re & Director Gerling Group Aust. Phil’s extensive experience in analysis, research, and investment markets is an invaluable resource to the Investment Committee.
Phil’s roles over his 53 years in the industry include: Actuarial Student at AMP Society; Superannuation Actuary at Aetna Life & Health, General Manager & Company Actuary at Munich Re Australia; Senior Consultant at Buck Consultants; Managing Director of Gerling Global Life Re & Director Gerling Global Group; Actuary at Fijicare Insurance Ltd; Consultant of Professional Financial Solutions; Founder, Partner, and Financial Planner of Manly Financial Services Pty Ltd; Founder & Investment Committee Member of Value Investment Partners.
Radek has a strong quant research and IT background and has extensive experience in company analysis, financial modelling, project management and IT project implementation. Radek has held a number of senior positions in medical and financial research areas as well as information technology. His industry achievements include the establishment of start up independent research provider Aegis Equities Research and the development of research and quant infrastructure in both Aegis and Tricom Equities. Radek’s experience, skills, and perspective provide significant value to the Investment Committee.
Radek’s roles over his 20 years in the industry include: Quantitative Analyst at BZW & ABN AMRO, Analyst in Banking & Financials at BBY Ltd; Senior Analyst at Aegis Equities; Quantitative Analyst at WilsonHTM; Investment Consultant at Greenard Willing; Editor at CBA Equities Research; Head of Research at Mainstreet Equities; Investment Committee Member of Value Investment Partners
Darren has over 20 years experience in the Australian Equities Market having previously worked on the sell side for Credit Suisse, BNP Paribas, ANZ Securities and more recently Shaw and Partners. He has extensive research experience across a wide range of industrial sectors, has advised on a dozen ASX listings and many capital raisings. Darren has also sat on a number of investment committees including VIP Investment Management, Shaw and Partners and at the SHORE school.
Darren will work with the analysts to assess direct equity opportunities and propose portfolio construction to the Chief Investment Officer and the advisory investment committee for implementation. As head trader, following investment committee approval, he will supervise the trading by our in-house traders or liaise with our broking houses to complete orders. Darren will play an integral role from ideation all the way through to implementation of investment strategy, and with his extensive experience of the business, its operations, and most importantly the goals of his clients he will excel in his new role as Portfolio Manager of Direct Securities and Head Trader.
Darren’s roles over his 20 year career include: Research Associate at Credit Suisse, Equity Analyst at BNP Paribas, Vice President of Equity Research at Credit Suisse, Investment Committee Member at Value Investment Partners, Partner and Senior Analyst at Shaw and Partners, and Principal of EX100 Research.
Zachary is studying at UNSW in a Bachelor of Commerce majoring in Accounting and Finance and a Bachelor of Economics majoring in Financial Economics. Zachary has been responsible for the creation of the firms current quantitative screening model, risk forecasting model, and valuation model used for the analysis of direct equities and in working with Ben has created the current reporting method for internal assessments of companies and the current models used for tactical asset allocation. During 2020 Zac built Value Investment Partner’s Significant Investor Visa Service which includes three individual model portfolios, created the firms suits of five unique ethical portfolio models, and built the current website among other non-investment related achievements.
Having over a decade’s experience in the Australian finance industry working for wholesale boutique Investment funds and stockbroking firms, Chris has a large breadth of expertise including retail and wholesale advice, portfolio management, corporate transactions, asset allocation and operational management of listed fund structures. His role has required forming close working relationships with Fund Managers and service providers around the globe. His roles have also seen him manage all ongoing service providers and running expenses of the Investment advisory business. Chris has knowledge of the financial markets and all related product’s, he has spent time as part of investment panel for Investment managers giving technical and derivative advice for implementation within risk management frameworks and efficient portfolio management schemes primarily, under the Collective Investment schemes rules. Chris’ expertise includes assisting in the setup, launching and ongoing running of both OEIC structures in the UK and EIF funds domiciled in Gibraltar. His role has required forming close working relationships with Fund Managers/Custodians and service providers around the globe.
Accredited in generic and specialist knowledge and skills components for Securities and Managed Investments, James has worked in the financial services industry since 1999, relocating from the UK in 2006. Working for DJ Carmichael Pty Ltd (DJC) from 2007 to 2017, James has held a variety of roles within the Australian stockbroking industry, spending three years as a Risk and Compliance Officer, before transitioning to an advice based role providing services incorporating portfolio management, wealth creation strategies, strategic investment and asset allocation to retail, wholesale and institutional clients. After leaving DJC, James designed a Momentum Strategy, which has formed the basis for the rule-based discretionary growth strategy currently offered to clients of Emerald Capital Australia.