Schroders PM jumps to Fairview

Ben Chan
BEN CHAN
Fairview Equity Partners Pty Ltd - Portfolio Manager
APPOINTMENT
FAIRVIEW EQUITY PARTNERS PTY LTD
Date: 2 September 2024
Position: Portfolio Manager
By Elizabeth Fry

The Insignia Financial Group-backed Fairview Equity Partners has added another portfolio manager to its equities team.

Ben Chan has twenty years of industry experience, including eight years as a portfolio manager.

He joins the boutique manager from Schroder Investment Management Australia, where he has co-managed the Australian Concentrated Equities strategy since 2022.

Before his role at Schroders, Chan spent eight years at Evans & Partners, initially in equity research and the last five as a portfolio manager for the concentrated Australian equities product.

For seven years prior, he was a senior analyst at the Bank of America Merrill Lynch and an associate analyst with Goldman Sachs for three years before that.

Fairview Equity Partners portfolio manager Tim Hall said: "We're very fortunate to have attracted an individual of Ben's experience, expertise and integrity.

Hall noted that Chan has previously worked with Leo Barry, and Michael Glenane - two other Fairview managers.

"We're very excited to welcome Ben to the Fairview team," he added.

Fairview exclusively invests in Australian small companies.

The fund is majority-owned by its investment team, with Insignia holding a minority interest.

This strengthens the alignment of interests of the investment team and their aim to maximise returns for investors.