Simon Burge

Chief Investment Officer Simon chairs the ATI Portfolio Committee and has responsibility for portfolio construction and risk overlay analysis.

He has research responsibilities for the Financials sector.

Simon was a founding principal of ATI along with David and Tim. He was formerly a portfolio manager of Tyndall Australia Ltd where he worked from 1992 to 2003. Simon commenced his career as an investment analyst at Global Funds Management in 1989 and progressed to the portfolio manager role at Tyndall, having more than 20 years experience in investment markets in Australia.
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David Liu

Head of Research David is a member of the ATI Portfolio Committee and has responsibility for stock research and ERS process integrity.

He has research responsibilities for the Consumer Discretionary, Consumer Staples, Healthcare, and Industrials sectors.

David was a founding principal of ATI along with Simon and Tim. He has been in the financial industry for 17 years in roles such as sell side research analyst at Deutsche Bank, ECM / Corporate finance Director at BBY, and investment analyst at Berren Asset Management / IWC.
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Tim Philliips

Non Executive Chairman Tim is a member of the ATI Portfolio Committee.

Tim is a founding principal of ATI along with Simon and David. Tim was extensively involved in the process development of the ATI ERS after a long working relationship with Simon. Formerly an investment director at Tyndall Australia Ltd, Tim has over 40 years experience in the finance industry and is an integral member of ATI’s portfolio construction and review process. Tim brings an extensive background of experience to ATI at the board level whilst also mentoring the process integrity of the ATI investment team and style.
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Peter Meichelboeck

Investment Analyst Peter is a member of ATI’s Portfolio Committee.

He has research responsibility for the Consumer Discretionary, Industrials and Materials sectors.

Peter joined ATI in 2008 as an equity holder and investment team analyst. He has over 15 years stock research experience with various groups including Deutsche Bank, Goldman Sachs JBWere and Bankers Trust, including positions based in London and Frankfurt between 2001 and 2007.
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Chris Exall

Quantitative / Investment analyst Chris is a member of the ATI Portfolio Committee.

He has research responsibility for the Consumer Staples and Utilities sectors. Chris also has quant analysis responsibilities for the team.

Chris is an equity holder in ATI and has over 10 years financial markets experience in Australia and the UK. Between 2005 and 2008, Chris was a director of an Australian market-neutral hedge fund ('Saltbush Amalg Fund') with responsibilities including quantitative modelling, portfolio optimisation, system development and risk analysis.
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Ben Lyons

Portfolio Manager Ben is a member of ATI’s Portfolio Committee.

He has research responsibility for the Materials and Energy sectors.

Ben is an equity holder in ATI and has over ten years of experience in the finance markets and mining industry and gained in excess of eight years of experience as a highly rated sell-side equities analyst covering the resources sector with Macquarie Securities (as joint Head of Metals and Mining) and Citigroup. At Macquarie, in addition to his experience analysing the large capitalisation resources and gold companies, he was responsible for formulating and communicating investment strategy for investors across the broader resources sector.
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Richard Kosmac

Dealing and Implementation / Investment Analyst Richard is a member of the ATI Portfolio Committee.

He has research responsibility for Telecommunications and Information Technology sectors.

Richard has been assisting ATI since 2006 in a dealing and implementation capacity in relation to ATI's management of the DPLS schemes - DirectPortfolio and ShareInvest II.
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Daniel Deverich

Assistant Analyst Daniel is a member of the ATI Portfolio Committee.

He has recently joined the team on a part time basis, in the role as an assistant analyst. He is working with the ATI senior analysts.

Qualifications: BEc(Resource Economics) 4th year.
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