About us
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec efficitur dui nec nibh tristique, non bibendum metus pulvinar. Mauris suscipit non
In sed finibus libero, ac maximus ante. Vestibulum laoreet ornare ornare. Suspendisse sodales laoreet cursus. Integer in ex sed metus venenatis venenatis vitae sed nunc. Ut commodo quam a faucibus dictum.
MEET OUR PEOPLE
Directors
Paul Cartmill
DIRECTOR
Paul Cartmill is a Founding Partner and Portfolio Manager at Thesan Asset Management Pty Ltd. With over 20 years of experience in financial markets, Paul specializes in fixed income and equity securities. He gained vital experience as a trader on Wall Street from 2000-2013, including during the crucible period from the market crash of 2007 and the global financial crisis that followed.
Before establishing Thesan Asset Management, Paul was an Executive Director with Morgan Stanley’s Frontpoint Partners in New York. Hired by Steve Eisman to join the hedge fund team following the GFC, Paul traded on behalf of Frontpoint’s structured credit fund and was responsible for identifying and executing trading opportunities resulting from the 2007 market crash. The 6 member structured credit team reported funds under management of USD1.2bn and successfully realized massive returns to investors.
Prior to joining Frontpoint Partners, Paul was a Director and Trader for structured credit securities at Merrill Lynch in New York. Responsible for a multi-billion dollar trading book, Paul traded both physical and synthetic securities along with the associated derivative products used as a portfolio hedge or an outright position. Paul has Honours degrees in both Law and Economics, is a CFA Charterholder and is admitted as a lawyer in the Supreme Court of Queensland.
Mathew White
DIRECTOR
Mathew is an experienced financial services professional, having worked in the investment advisory space for several years prior to joining Thesan Asset Management. He has experience working with both retail and wholesale clientele and advising on a range of areas including direct equities and fixed income solutions. He is passionate about understanding the “why” of investing, so that solutions are fit-for-purpose, and achieve the vision of the individual client, whether that be an individual or an organisation. Mathew joined Thesan because he firmly believes it has a unique offering in the asset management space that makes it unique in the market.
Mathew has held numerous positions at QSuper, including being a Financial Adviser and Team Leader, and in the area of quality and compliance, where he audited Advisers, and was responsible for various risk management functions across the fund. Mathew also has experience as an Adviser in the Private Wealth space, and Institutional Wealth Management experience in the not-for-profit sector, where he was involved with management of funds for Aged Care and Religious Institutions.
Mathew holds a Master of Applied Finance degree, is an accredited SMSF Specialist Advisor™ with the Self-Managed Superannuation Fund Association and holds a Certificate of Governance and Risk Management from the Governance Institute.
Kylie Davidson
OPERATIONS & COMPLIANCE
Kylie brings her wealth of experience in financial services and law to her role as Compliance and Operations Manager. After obtaining a Bachelor of Economics, she began her career at Bankers Trust in Sydney then spent time in London working for Cantor Fitzgerald in equity operations and as an accounting assistant on the Sumitomo Bank repo desk. Kylie is also an experienced lawyer with an LLB from UNSW. Kylie passed the New York Bar exam and worked for almost a decade in the litigation department of Milbank, a premier international law firm, where she was an attorney specialising in complex high-stakes securities and accounting fraud litigation.
Investment Philosophy
Our Investment Philosophy is founded on our core beliefs. It defines who we are as managers, what we believe in and what clients can expect from us. Our philosophy revolves around 5 key tenets:
Risk-adjusted Return is paramount
We do not aim for superior performance relative to other asset managers. Instead, we aim for superior risk-adjusted performance relative to other asset managers. Most asset managers will show positive return numbers during bull markets as the rising tide lifts all boats. What sets a good asset manager apart from the pack is attention paid to Buffett’s golden rule – ‘never lose money’. We believe in preventing losses first and foremost and ensuring that solid returns are achieved through the prism of risk rather than simply outsized return objectives.
Client objectives demand flexibility
The investment style must be based upon the client’s investment beliefs, needs and objectives. For some of our clients ESG parameters are important, for others income is more relevant than growth, while for other clients a particular market sector or geographical exposure is of more concern. The bottom line is that individual client objectives matter and must be factored into consideration by the asset manager. We view our clients as individuals who deserve to get exactly what they want. We work with you to ensure you achieve your objectives in the way that sits most comfortably with you.
Top-down approach
Some asset managers take a bottom-up approach while others follow a top-down approach. We are a top-down manager. Macroeconomics, interest rates, government policy and flexible well-regulated securities markets are integral in understanding the risk adjusted returns available to our clients. An individual company may employ a business strategy that appears to make good sense, but if the industrial environment or government policies do not support such a plan, the company will inevitably struggle. We believe asset managers need to assess macroeconomic conditions and risks before evaluating company specific opportunities.
Management matters
Asset allocation matters more than market timing
MEET OUR PEOPLE
Investment Committee
Firstname Lastname
POSITION GOES HERE
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam faucibus risus ullamcorper gravida porttitor. Sed et dolor quis purus feugiat vehicula
Firstname Lastname
POSITION GOES HERE
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam faucibus risus ullamcorper gravida porttitor. Sed et dolor quis purus feugiat vehicula
Firstname Lastname
POSITION GOES HERE
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam faucibus risus ullamcorper gravida porttitor. Sed et dolor quis purus feugiat vehicula
