Perennial Value Management is an Australian owned, specialist, active investment management firm with over $5 billion under management. Perennials sole focus is to deliver excellence in funds management through equity ownership and the alignment of interests between investment management staff and clients. Equity participation is a key element of Perennial’s business model.
Perennial provides support to Daintree Capital in the form of working capital, distribution, operations support, IT services, and legal and compliance support. Perennial also acts as Responsible Entity to the Daintree Capital. Daintree Capital’s partnership with Perennial means access to market best-practice operational, distribution and systems expertise; enabling our team of investment professionals to focus wholly on adding value to our investors.
Director, Portfolio Manager – Credit
CFA, BSC (FINANCE)
Mark Mitchell established Daintree Capital in January 2017 and has over twenty years industry experience both in Australia and the USA, specialising in fixed income securities analysis and portfolio management.
Prior to establishing Daintree Capital, Mark was the Head of Credit and Portfolio Manager for over seven years at Kapstream Capital. There, he was ultimately responsible for the development and implementation of the credit research processes and portfolio management until he left in October 2015. Over this time, Kapstream grew to over $10bn in assets under management.
Prior to his time at Kapstream, Mark was a Portfolio Manager/Senior Credit Analyst specialising in global credit securities at Colonial First State Global Asset Management between March 2001 and September 2008.
Before moving to Australia, Mark achieved nearly a decade’s work experience in the USA across a range sectors including high yield, bank loans, commodities, futures and listed equities.
Mark holds a Bachelor of Science (Finance) from the DePaul University (Chicago) and is a CFA Charterholder.
Director, Portfolio Manager – Interest Rates & Currency
CFA, BSC, BA. GRAD DIP APP FIN
Justin Tyler is a founding partner of Daintree Capital, responsible for interest rate and currency decisions.
Justin has over 16 years of experience in the industry. Prior to Daintree Capital, Justin was a Senior Investment Manager at Aberdeen. There, he specialised in Inflation and Interest Rate decisions and was a member of Aberdeen’s Risk Oversight Group. Justin joined Aberdeen in 2009 following the acquisition of Credit Suisse Asset Management (Australia) Limited.
Prior to Aberdeen, Justin spent over 10 years specialising in fixed income analysis and investment banking with RBC Capital Markets and Colonial First State Global Asset Management.
Justin is a CFA Charter holder and active volunteer for CFA Institute. He also holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. Justin graduated from the University of Sydney with Bachelor of Science and Bachelor of Arts degrees, majoring in Pure Mathematics
Senior Credit Analyst
Simon Wang joined Daintree Capital in April 2017 as a Senior Credit Analyst.
Prior to Daintree, Simon worked at Nikko Asset Management as a Credit Analyst for over five and a half years. There, he was the lead credit analyst covering all domestic and international corporate, financial and structured finance issuers issuing into the Australia fixed and floating rate market. At Nikko he also generated alpha ideas based on relative value, market mispricing and quantitative analysis.
Prior to Nikko, Simon worked with Mazers Global Infrastructure Finance, and ING Investment Management for five years as an Analyst within the Fixed Income team analysing structured securities.
Simon has a Bachelor of Commerce and Science, majoring in Actuarial Studies and Mathematics (Statistics). Simon has also completed the first two levels of the CFA.
Senior Quantitative Analyst
BSC (HON) PHYSICS, CQF
Simon Lee is a Senior Quantitative Analyst with Daintree Capital, responsible for quantitative analysis and development.
Simon has over 15 years industry experience and joined Daintree from NAB’s xVA trading desk where he was a quantitative analyst, responsible for developing and managing pricing and risk management tools.
Prior to NAB, Simon worked at Aberdeen Asset Management in Sydney, London and Singapore where he invented a process to improve the efficiency of interest rate risk management for Aberdeen’s fixed income portfolios, as well as developing key systems that handle billions of dollars in transactions for the group.
Prior to Aberdeen, Simon has worked at Colonial First State, ING Investment Management, Morley Fund Managers (London) and Invesco Europe. Simon holds a B.Sc. (Hon) Physics from University College London and a Certificate in Quantitative Finance (CQF).
Senior Credit Analyst
BEC. M APPLIED FINANCE
Brad Dunn commenced with Daintree in May 2017 as a Senior Credit Analyst. Prior to Daintree, Brad was with Ord Minnett for over 10 years.
Brad’s most recent role at Ord Minnett was as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities. Brad would also undertake strategic asset allocation advice for Ord Minnett’s internal models.
Brad also gained extensive experience as an equities analyst whilst at Ord Minnett, covering the consumer services, property, mining services, retail, technology and industrial sectors.
Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA.
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