The Lonsec Advantage
WHO WE ARE
The SMSF Investor is an initiative of Lonsec.
Founded in 1993, Lonsec are Australia's premier investment research house having won Money Management's "Research House of the Year" award many times, including for the past 3 years running in 2016, 2017, and 2018.
Lonsec has a long and distinguished history of providing the highest quality investment research and managed portfolios to the financial adviser community, along with setting the industry standard of providing "ratings" on investment assets. Through Lonsec's other company, SuperRatings, we have provided research and ratings on large super funds, along with investment consulting services to those large super funds.
We now bring this remarkable depth of capability and experience directly to you - the SMSF Investor.
THE LONSEC ADVANTAGE
There are many, many investment companies, websites, commentators, and newsletters out there, all claiming to be the best. Many of them are either individuals or small teams who have limited capacity for in-depth research across asset classes, or who can only focus on a particular area. Some of them are simply financial journalists who write content based on news and commentary from others in the investment industry.
With Lonsec, it's different.
With a highly-experienced team of over 60 investment research professionals covering global macro strategy, strategic asset allocation, ASX 200 stocks, ETF's, LIC's, interest rate securities, traditional managed funds, and alternative assets, our research is unparalleled in it's breadth and depth.
And with a range of model portfolios and fully managed portfolios with solid long term performance, you have the comfort of knowing all this knowledge and expertise has been put into practise in the real world, with real money, over many years. It's not just theory, or random articles. It's real and it works.
Put it all together, and you have the most complete investment solution available for savvy, thoughtful SMSF investors.
This is the "Lonsec Advantage".
With over 120 staff and over 60 investment research professionals, our entire team is just way too large to list here. Below are just a few of Lonsec's key research personnel to give you a flavour of the quality of our people.
Graham is Head of SMSF Engagement at Lonsec, and has overall responsibility for The SMSF Investor, as its creator and curator.
Graham has been involved with both financial markets and SMSFs for over 20 years, with a unique mix of experience across many facets of the industry including global macro analytics & investment management, but also SMSF technical strategies dating way back to pre-2000 when SMSFs were a much smaller segment of superannuation. Most recently this included 6 years as the Chief Investment Officer and SMSF Strategist at a boutique investment management firm, where the vast majority of clients were SMSFs. It is this unique mix of global macro analysis + investment management + SMSF technical experience at the coalface that provides Graham with the ideal background for the oversight of The SMSF Investor. Graham has a degree in Economics, majoring in Macroeconomics and Econometrics, and is a member of the Economic Society of Australia.
Lukasz de Pourbaix
Lukasz leads the Lonsec Investment Solutions business as Chief Investment Officer, is chair of Lonsec's Asset Allocation Investment Committee, and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role, Lukasz was Lonsec's General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 18 year's industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).
BCom, BA, CA
Peter is responsible for equities research at Lonsec. In this role, Peter is responsible for undertaking research across a range of sectors. Prior to this role, Peter worked as a Senior Investment Analyst for both Lonsec’s equities research and direct property teams. Before Lonsec, Peter worked as a Development Analyst/Senior Property Accountant for the Centro Properties Group, where his main role was providing investment analysis and budgeting/forecasting capabilities to the Australian retail property team. He originally worked for Andersen/Ernst & Young as an external audit senior as well as spending two years in the United Kingdom in various accounting roles.
BBus, FFin, CPA
Libby leads the Manager Research team who collectively cover a diverse range of unlisted and listed managed funds spanning global and domestic equities, fixed interest, infrastructure, property, alternatives and multi-asset strategies. Libby has more than 25 years experience in funds management and fund research. Prior to Lonsec, Libby spent 10 years as part of the fixed interest team managing Suncorp’s insurance mandates. She also has experience in middle office, operations and investment performance systems testing and risk management at Abbey National (London), DST International (London) and boutique credit arbitrage manager Artesian (Melbourne).
B.Eng, DFP, GradDipAppFin
Danial is currently responsible for the management of Lonsec’s listed model portfolios. As a member of Lonsec’s Asset allocation, Manger section and Direct Equity Investment Committees, Danial provides advice and input into model portfolio construction and asset allocation decisions. Previously at Lonsec as a senior equities analyst, Danial was responsible for conducting in-depth research coverage on listed companies from a wide range of sectors, in addition to the development and oversight of Lonsec’s ASX200 equities research and Listed Income research offering. Danial has over 16 years’ experience in trading, research and analysis of local and international equity and derivative markets.
Ross has 27 years’ experience in Banking, Funds Management, Stockbroking research, and portfolio management, and develops specialised portfolios for Lonsec's wholesale clients. Ross is a member of Lonsec’s Portfolio Services Investment Committee that oversees the management and Investment strategies of Lonsec’s direct equity model portfolios. Previously, Ross held Strategist roles at Lonsec, Aegis Equities, Morningstar and Bellwether. Prior to this, Ross was a Resources Analyst at National Mutual (now AXA) for 10 years.
Our values are an essential part of who we are, and inform our vision as a business as well as how we deal with our members and each other.
We believe strongly in responsible action, supporting the integrity of the financial industry, and maintaining the highest standards of professional and ethical conduct.
We stand behind our promises and always do the right thing by our people and members
Our culture puts the investor at the core and focuses on helping them achieve their goals
We anticipate market needs and opportunities and develop contemporary solutions
We never compromise on quality or objectiveness to deliver trusted, high conviction insights