Our team

“The way we’re structured and the way our team are rewarded ensures that our culture is totally dedicated to investing and maintaining a close alignment with our clients’ best interests.”
Andrew Findlay, Managing Director & CEO

Our team

We believe in three principles of team empowerment – liberation, motivation and dedication.

The talented and experienced analysts and managers who join us are liberated from some of the constraints that have held them back at other firms. Our approach gives them greater scope to explore and discover investment opportunities, and exposes them to a broad diversity of thought, analysis and style.

Antipodes is majority owned by the members of our investment team. They’re motivated by clarity of leadership and a remuneration model that both rewards their success and ensures that they remain in close alignment with the interests of our clients. Their dedication comes not only from personal commitment, but from their sole focus on investing.

If you study their biographies below, you’ll notice that we’ve drawn our team from a wide variety of abilities and interests. This is a core element of our strategy. As the name Antipodes suggests, we encourage the creative abrasion of contrary points of view that stimulates fresh and clear insights. The construction of our team is designed to encourage this process of intellectual synergy. It adds breadth to our landscape of opportunity and a more profound understanding of the investments we make.

Leadership team

Back row, left to right: Rameez Sadikot, James Rodda, Andrew Findlay, Graham Hay, Nick Cameron, Cleo Somers, Alison Savas, Sunny Bangia, Chris Connolly.
Front: Andrew Baud, Christine Ong, Jacob Mitchell.

Jacob Mitchell

Founder, CIO & Lead Portfolio Manager

Jacob founded Antipodes in March 2015 and is chief investment officer and lead portfolio manager.

Prior to founding Antipodes, Jacob spent 14 years at Platinum Asset Management where he was most recently deputy chief investment officer and a portfolio manager of the flagship Platinum International Fund. On resigning from Platinum in November 2014, he had direct portfolio management responsibility for over $3.5bn in AUM and was responsible, together with the CIO, for the firm-wide ($25bn in AUM) implementation of the investment process. He also served as portfolio manager for the Platinum Unhedged Fund (January 2007 to May 2014, achieving 5.7% per annum outperformance after fees) and the Platinum Japan Fund (January 2008 to November 2014, achieving 9.9% per annum outperformance after fees), the highest alpha generated by any Platinum fund over this period.

From 1996 to 2000, Jacob was head of technology and emerging industrials research at UBS Warburg Australia. He commenced his investment career in 1994 as a trainee investment analyst at Tyndall Australia – a high conviction, value oriented Australian equities manager.

Jacob holds a Bachelor of Commerce from the University of Western Sydney.

Andrew Findlay

Managing Director & CEO

Andrew is chief executive officer and managing director of Antipodes.

Andrew has over 20 years experience in financial services across Australia, Hong Kong and Europe. His core focus has been on business management, product development, marketing and distribution.

Prior to joining Antipodes Andrew was a senior executive at Pinnacle Investment Management Limited which he joined in 2009. At Pinnacle he worked with investment professionals across a range of asset classes to establish, manage and grow their businesses. Before joining Pinnacle, Andrew worked at Macquarie Bank for over 5 years, based in both Sydney and Hong Kong. While at Macquarie, Andrew led the establishment of the ‘Macquarie Professional Series’ – a range of partnerships with world-class specialist investment managers.

Earlier in his career Andrew worked in a variety of financial marketing roles with Deutsche Bank in Australia, and with UBS in Zurich and London.

Andrew has a Bachelor of Commerce from the University of New South Wales.

Alison Savas

Client Portfolio Manager

Alison represents the Antipodes investment team as client portfolio manager.

Prior to joining Antipodes Alison was an investment analyst with Smith Tan Asset Management in Singapore and a deputy portfolio manager at Kingfisher Investments, a Singapore-based family office. From 2004 to 2011 Alison was a senior investment analyst at Platinum Asset Management where she covered a range of sectors in Asia, with a focus on India, ASEAN and South Korea.

After being selected in the Commonwealth Bank of Australia’s graduate program Alison commenced her investment career at AspectHuntley (now Morningstar) as an associate analyst with responsibility for a portfolio of Australian small cap stocks.

Alison holds a Bachelor of Commerce with majors in Finance and Accounting from the University of New South Wales.

Andrew Baud

Portfolio Manager

Andrew is a portfolio manager with coverage of consumer, domestic services, financials and infrastructure stocks in Europe and North America.

Prior to joining Antipodes in 2015, Andrew was an investment analyst at Platinum Asset Management for 10 years where he covered a diverse range of sectors and geographies. While at Platinum, Andrew was a member of the consumer and healthcare, Asia and commodities and industrials teams. In 2013 he re-located to New York, where he was a senior investment analyst for North American equities.

Andrew’s investment career began in 2001 when he started as an analyst with the ‘The Intelligent Investor’ publication.

Andrew holds a Bachelor of Business in Economics & Finance from RMIT in Melbourne.

Graham Hay

Portfolio Manager

Graham is a portfolio manager with coverage of technology, media and telecommunications stocks on a global basis.

Prior to joining Antipodes in 2015, Graham worked at Perennial International Equities where he was portfolio manager of the Global Shares High Alpha Trust and co-manager of the Wholesale International Share Trust. Graham was also head of research for 6 years and covered the global technology, content and communications sectors.

Graham has extensive experience analysing and managing global long/short equity portfolios in a career spanning more than 20 years, including active coverage of the Japanese market. From 2007 to 2009 Graham was a portfolio manager at Merrill Lynch Strategic Investment Group in London, responsible for managing a global equity market neutral portfolio. He also held senior equity analyst and portfolio management roles at BlueCrest Capital in London (2005 – 2007) and First State Investments UK/Legal & General (1993 – 2004).

Graham holds a Bachelor of Commerce (Economics and Finance, Honours) from the University of Western Sydney. He has also completed the Chartered Financial Analyst (CFA) Programme, Sydney Futures Exchange Registered Representatives Programme and is a member of the Chartered Financial Analyst Institute (formerly AIMR) and London Society of Investment Professionals.

James Rodda

Sector Head

James is a sector head with responsibility for researching technology, media and telecommunciations stocks on a global basis.

Prior to joining Antipodes in 2015, James was an investment analyst in the Asia team at Platinum Asset Management.

From 2008 to 2013, James was a member of the ANZ Generalist Banker Program, culminating in his appointment as Head of Financial Institutions at ANZ Papua New Guinea. His diverse experience included working in Treasury, Institutional Bad Loans (Lending Services), Corporate Finance, Trade Finance, Mortgages Credit and Debt Capital Markets across Australia, Hong Kong and Papua New Guinea. Prior to this James worked in a family office as an investment analyst.

James holds a Bachelor of Commerce in Accounting and Finance from Monash University in Melbourne. He has also completed a Graduate Diploma in Applied Finance at FINSIA and a Graduate Certificate of Management (Leadership and Negotiation) from Melbourne Business School.

Christine Ong

Senior Investment Analyst

Christine is a senior investment analyst with coverage of consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Prior to joining Antipodes in 2015, Christine was a senior investment analyst at Perennial International Equities for 15 years. She covered Japanese and Asian equities and was responsible for opportunities in the consumer and industrial sectors. From 1999 to 2001, Christine worked as an investment analyst at Pacific Road Funds Management Asia where she was responsible for coverage of the consumer, communications and utilities sectors in the Asia ex-Japan region.

Christine holds a Bachelor of Science (Mathematical Statistics, Honours) and a Masters of Commerce in Accounting and Finance from the University of Sydney. She is fluent in Mandarin, Cantonese, Hakka and Hokkien.

Sunny Bangia

Portfolio Manager

Sunny is a portfolio manager with coverage of consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Prior to joining Antipodes in 2015, Sunny was a strategist/trader at Platinum Asset Management for 5 years where he primarily covered Asian equities as a member of the Asia and Japan teams and global currency strategy.

From 2010 to 2013 Sunny was an associate director at Westpac Institutional Banking – Asia, during which he spent 2 years based in Singapore. He was responsible for a portfolio and global currency, commodity and futures risk. Prior to this, Sunny was an investment analyst at Goldman Sachs Private Wealth Management after having joined its graduate program.

Sunny holds a Bachelor of Business (Finance and Software Engineering) from the University of Technology Sydney and is also fluent in Hindi.

Chris Connolly

Portfolio Manager

Chris is a portfolio manager based in London with coverage of industrial and commodity stocks on a global basis.

Prior to joining Antipodes in 2015, Chris was a senior investment analyst at Platinum Asset Management for 6 years where he covered a range of sectors and geographies. His roles included head of the industrials and commodities team and analyst in the Japan team.

From 2007 to 2009 Chris was an investment analyst at Scottish Widows Investment Partnership. Prior to this, Chris was a Corporate Finance Analyst at Simmons and Company International, an independent investment bank focused on the energy sector.

Chris holds a Masters of Finance and Investment Management and Bachelor of Law (First Class Honours) from the University of Aberdeen.

Nick Cameron

Sector Head

Nick is a sector head with responsibility for researching healthcare stocks on a global basis.

Prior to joining Antipodes, Nick was an investment analyst with Watermark Funds Management in Sydney where he managed a long-short global equities portfolio in the healthcare sector. Previously he worked as an investment and M&A analyst for private medical services provider Genesis Care where he focused on new business development and acquisition opportunities in the radiation oncology, cardiology and sleep medicine sectors. Nick also has experience covering the healthcare and biotechnology sectors as an equity analyst with Deutsche Bank and Credit Suisse.

After completing a Bachelor of Science and a Bachelor of Biotechnology with Honours, Nick obtained his Ph.D. in Biotechnology from Griffith University in Queensland.

Rameez Sadikot

Sector Head

Rameez is a sector head with responsibility for quantitative systems, macroeconomics and currency.

Prior to joining Antipodes in 2015 Rameez was an investment analyst at Platinum Asset Management for 7 years where he was a senior member of the quantitative and macroeconomic team. While at Platinum he led the build-out of the stock/sector screening and currency/macroeconomic frameworks and other investment team facing systems.

Earlier in his career Rameez worked with the Australian Securities Exchange in a client servicing capacity. He also has extensive experience in the field of software and electrical engineering, working for Qiiss Global, the Upper Parramatta River Catchment Trust, Oriium Consulting and Zubi Consulting (founder) in both project management and development roles.

Rameez holds a combined Bachelor of Commerce (Commercial Law and Finance) and Bachelor of Engineering (Software, Honours) from the University of Sydney.

Cleo Somers

Senior Investment Analyst

Cleo is a senior investment analyst with coverage of consumer, domestic services, financials and infrastructure stocks across Europe and North America.

Prior to joining Antipodes in 2015, Cleo was a senior investment analyst at Perennial International Equities for 10 years, including 3 years based in London. While at Perennial she was primarily responsible for coverage of the global consumer and healthcare sectors.

Cleo commenced her career at QIC as a research analyst in Australian equities with responsibility for the gaming and leisure sectors, as well as for diversified financials, regional banks, property and small capitalisation stocks.

Cleo holds a combined Bachelor of Business (Management)/Bachelor of Economics degree from the University of Queensland and a Graduate Diploma of Applied Finance and Investments from FINSIA.

Investment team

Andrew Gibson

Senior Investment Analyst

Andrew is a senior investment analyst based in London with coverage of industry and commodity stocks on a global basis.

Prior to joining Antipodes in 2017 Andrew spent 8 years at Deutsche Bank in London with responsibility for European industrials specialist sales. He also worked at Morgan Stanley in London where he covered European mid cap, generalist and industrials specialist sales.

Earlier in his career Andrew spent three years at Deloitte & Touche working in audit & advisory covering the energy, infrastructure and utility sectors.

Andrew holds a Bachelor of Science (First Class Honours in Astrophysics) from University College London.

Steve Sevier

Trader

Steve is a trader with a focus on Asian markets.

Prior to joining Antipodes in 2019, Stephen was an executive director at Goldman Sachs from 2015 to 2019 with a focus on equity and equity derivative products. From 2011 to 2015, Stephen was a trader for a New York based hedge fund with responsibility for Asian trading across global macro and long/short equity strategies.

Earlier in his career Stephen spent five years at Macquarie as an equity and equity derivatives trader and was based in New York and Sydney. Before joining Macquarie, Stephen worked at PricewaterhouseCoopers as part of its undergraduate program.

Stephen holds a Bachelor of Business from the University of Technology Sydney.

Vinayak Muralidharan

Investment Analyst

Vinayak is an investment analyst with coverage of consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Before joining Antipodes Vinayak spent 7 years with Magellan Financial Group as an equities analyst focused on global banks and diversified financials. Prior to this he spent 4 years with Ernst & Young as a consultant to international listed financial groups.

Vinayak holds a Bachelor of Business from the University of Technology Sydney and a Graduate Diploma of Chartered Accounting. He is also a CFA charterholder.

Owen Scarrott

Investment Analyst

Owen is an investment analyst based in London with coverage of industrial and commodity stocks on a global basis.

Prior to joining Antipodes, Owen was an analyst at Schroders in London with a focus on the materials and energy sectors. He also worked as a sell-side research analyst with Morgan Stanley with coverage of global resources companies.

Earlier in his career he was an associate at Goldman Sachs in London undertaking equity research in the metals and mining sectors.

Owen began his investment career in London as an intern with Credit Suisse after completing a Bachelor of Science in Economics (Southampton) and a Master of Science in Russian Studies at Oxford University.

Leo Wang

Investment Analyst

Leo is an investment analyst with coverage of technology, media and telecommunications stocks on a global basis.

Prior to joining Antipodes Leo was an investment banking analyst with Goldman Sachs. He also worked for Macquarie Bank on advisory and capital markets transactions for Australian corporates across the consumer, healthcare, technology, media, telecommunications and financials sectors.

Leo holds a Bachelor of Commerce and Economics from the University of New South Wales.

John Stavliotis

Senior Investment Analyst

John is a senior investment analyst with coverage of consumer, domestic services, financials and infrastructure stocks across Europe and North America.

Prior to joining Antipodes John was a sell side analyst with Morgan Stanley focusing on emerging Australian companies in the retail, aged care and auto industries.

John has also held research analyst roles with Bligh Capital Securities and Colonial First State.

John holds a Bachelor of Commerce and Science from the University of New South Wales and is a CFA charter holder.

Shashank Bhatia

Investment Analyst

Shashank is an investment analyst with a focus on quantitative systems, macroeconomics and currency.

Prior to joining Antipodes, Shashank was a senior data scientist at Insurance and Care NSW where he developed models for predicting insurance claim severity and optimising claim processing. In previous roles, Shashank has worked across both healthcare and industrial automation sector, applying machine learning to solve problems related to resource optimisation, real-time treatment assessments (radiotherapy) and industrial robotics for the automation of highly conditional manual processes.

After completing a Bachelor of Science in Mathematics with Honours and Masters of Science in Mathematics and Computer Science, Shashank obtained a Ph.D. in Machine Learning & Robotics from the University of Newcastle in New South Wales.

Kieran Rabbitt

Investment Specialist

Kieran is an investment specialist with responsibility for portfolio analytics and client communication.

Prior to joining Antipodes Kieran spent 8 years with Dimensional Fund Advisors in Sydney where he was a senior member of the global research team. His role was focused on portfolio analytics and quantitative modelling across equity and fixed income portfolios, in addition to the management of key financial data and client reporting. Previously he was an associate within Dimensional’s technology team, developing core local and global IT systems and infrastructure across the business.

Kieran holds a Bachelor of Arts (Information Management) and a Master of Business Administration from the University of Technology Sydney and is currently a candidate in the CFA program.

Max Shramchenko

Investment Analyst

Max is an investment analyst with coverage of consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets.

Prior to joining Antipodes Max was an investment analyst at Harness Asset Management. He covered Australian smaller companies with a focus on identifying high conviction long and short ideas.

From 2012 to 2015, Max was a director of research at Investing for Charity, a charitable fund run by students and young professionals. He was a member of the investment committee and led the equity research team.

Max holds a Bachelor of Business Administration from JAMK University of Applied Sciences in Finland, a Masters of Commerce in Funds Management from the University of New South Wales and a Masters of Professional Accounting from Holmes Institute. He is a native Russian speaker.

Wesley Wise

Investment Analyst

Wesley is an investment analyst with a focus on technology, media and telecommunications stocks on a global basis.

Prior to joining Antipodes Wesley was a sales trader at Deutsche Bank in Hong Kong covering cash equities, synthetics and equity derivatives.

Wesley holds a Bachelor of Commerce (Honours) and Diploma of Languages (Mandarin) from the University of Melbourne.

Tyson Appadoo

Trader

Tyson is a trader based in London with a focus on European and North American markets.

Prior to joining Antipodes Tyson was a trader at Indar Capital and Talarium Capital in London where he was responsible for global execution as well as setting up trading and operational infrastructure. Earlier in his career Tyson spent 6 years at Soros Fund Management as an execution trader across multiple asset classes and strategies. He also spent 3 years working in operations at Caxton Europe Asset Management.

Tyson holds a Bachelor of Science (Honours) in Economics from the University of Southampton.

Ryan Kennedy

Investment Analyst

Ryan is an investment analyst with a focus on quantitative systems, macroeconomics and currency.

Prior to joining Antipodes Ryan spent 2 years as a software engineer working with machine learning platforms and distributed systems.

Ryan holds a Bachelor of Computer Science from the University of Adelaide.