Damien, Adam, Megan and Julie have known each other and worked together across multiple roles in excess of 10 years, developing and distributing systematic approaches for the Australian Institutional Investment Market.
Collectively they have over 60 years of investment experience, working closely with clients to provide them with
customized investment solutions.
Adam Randall – CEO & Portfolio Manager
B.Eng. (Aero), Ph.D.
Adam is a portfolio manager and is responsible for all aspects of portfolio construction, investment research and continuous improvement. Adam is also responsible for the management of the business. Adam has a Ph.D. in Aerospace Engineering and spent 6 years at Boeing in aerodynamics and flight simulation.
In 2006 Adam transitioned to equity investing at VFMC, quickly becoming Portfolio Manager. He researched & developed smart beta and quantitative strategies, managing Australian Large & Small Caps. After six years at VFMC Adam was approached to join Realindex as a Portfolio Manager, co-managing Australian Large & Small, Global and Emerging Markets. After 12 months Adam also became Head of Research. In 2014 Adam joined IFM Investors as an Investment Director to build out their global equities and smart beta capability. This included researching and managing an Australian Small Caps smart beta strategy and co-managing Global Index portfolios.
In late 2017 Adam established Blue Orbit Asset Management, where he was joined in early 2018 by Damien Green, Megan Talmage and Julie Andrews. Adam also serves as a founding board member of Blue Orbit Asset Management.
Megan Talmage – COO & Portfolio Manager
LLB, B.Comm., CFA
Megan is a portfolio manager, and is responsible for all operations, as well as trade execution and analysis, portfolio performance and attribution. She was previously an institutional equities trader (specialising in small and micro-cap Australian equities trading) at Paterson’s Securities, from 2009- 2013. In her role at IOOF QuantPlus, Megan managed Australian and Global (developed and emerging markets) factor-based strategies, together with an FX hedging overlay.
In 2014, Megan moved to IFM Investors to oversee the operational setup of the new Global Equities capability. She was the primary portfolio manager and trader for global optimised index tracking strategies, and managed portfolio construction in a strongly performing Australian Small Cap smart beta strategy.
Megan joined Blue Orbit Asset Management in early 2018 and serves as one of its founding members.
Julie Andrews – Director and Head of Institutional
Julie is responsible for all client engagement, strategy, marketing and distribution. Julie was formerly Director, Equities at IFM Investors from 2014- 2016. Previous roles include Head of Institutional Equities at Vanguard Australia (2013), and Australian Director for FTSE (2007- 2013), where she established and developed the business in AU/NZ. Julie also established the Asia Pacific business as Director for Starmine, a global equity research analytics firm from 2003-2007.
Julie is a member of the Australian Institute of Company Directors and FINSIA, in Applied Finance and Investment Management. More recently, Julie was named Chairperson of Youth and Family Connect and is Founding Board Member of Financial Executive Women.
Lewis Bearman – COO
Lewis brings over 30 years of financial services experience. He has held a variety of senior roles. Most recently he spent 5 years at Prodigy Investment Partners where he was a founding director and COO building a multi boutique fund manager. Previous to this he spent 11 years at Perennial Investment Partners (2003 to 2014), including Chief Operating Officer and Chief Executive Officer. Lewis spent 17 years with County Investment Management (later becoming INVESCO).
Lewis has held senior positions in operations, funds management, and various other teams. . Lewis is also Non-Executive Chair of the Qualitas Securities Trustee Board, and, passionate about community involvement, currently Chair of the South Metro Junior Football League (SMJFL) having been on the Board for 6 years.
Damien Green – Non-Executive Chairman
Damien is a non-executive member of the board and is the current chairman. As chairman he is responsible for governance and business strategy. Damien has previously held roles as the head of Morgan Stanley Investment Management in Australia, head of Institutional Clients at BT Investment Management and Rothschild Australia Asset Management. He is currently the head of Australia and Asia at Independent Franchise Partners, LLP and serves on the Australia Committee of Human Rights Watch.
Liza Whitmore, Director
Liza is Chief Executive Officer of Costa Asset Management and has been leading CAM since 2011. Previously she held a senior management role with the Costa Group having begun working with the Costa Family in 2002. Her experience includes investment strategy, financial management, accounting and finance. Liza is a member of CPA Australia, holds a Bachelor of Commerce degree and has a Graduate Certificate in Accounting. Lisa is also the Chair of goFARM Asset Management, the manager of ASX listed Vitalharvest (VTH).
Elizabeth Weston – Non-Executive Director
B.Com., B.Law, M.Law, MBA
Elizabeth is currently Head of Investment Legal and Governance at CBUS, where she oversees legal and governance aspects of Cbus’ $50Bn direct and indirect investments across multiple asset classes and provides expert advice to management, Executives and Directors.
Previously she has held roles as General Counsel and Company Secretary at River and Mercantile plc in London, Vice-President at Morgan Stanley Investment Management and Merrill Lynch in London.
Matthew Oldham – Assistant Portfolio Manager
Matthew is an Assistant Portfolio Manager, responsible for assisting in all aspects of the investment process, including portfolio construction, investment research, trade execution and performance analysis. Matthew holds a Ph.D. in Computational Social Science (CSS) and is a CFA Charterholder. While completing his Ph.D. Matthew published various peer-reviewed journal articles researching the relevance of networks and feedback mechanisms in financial markets.
Prior to his studies, and joining Blue Orbit, Matthew was an investment analyst at Equity Trustees (EQT) where he covered various sectors in the ASX200 and international equity funds. Preceding these roles Matthew performed corporate development activities at EQT and sales analytical and planning activities in the Australian automotive industry. Matt joined Blue Orbit Asset Management in January 2020.
Cindy Chiang – Operations & Compliance Manager
Cindy is an Operations and Compliance Manager, responsible for all operations and compliance monitoring as well as client reporting and portfolio performance and attribution. Cindy was previously a Performance Reporting Analyst for 6 years at Victorian Funds Management Corporation and NAB Custody. Cindy has approximately 7 years work experience across different areas in operations – corporate actions, unit registry, reconciliation and trade settlement during her employment at Omega Global Investors and Vanguard Australia.
Cindy has assisted in several projects within the Performance team such as transition service provider from NAB Custody to StateStreet at VFMC, system migration to Eagle at NAB Custody, and managed an in-house database system project for the Operations team at Omega. Recently, Cindy completed her Master of Property at RMIT, pursuing her interest in the Property sector.
Cindy joined Blue Orbit Asset Management in September 2019.