Wendy has over 14 years investment experience and is a portfolio manager and analyst for the Global Equity strategy. Wendy joined Northcape in 2022 and is in our Sydney office.
Before joining Northcape, Wendy was a portfolio manager at Barings Asset Management in the Global Equity team based in London, where she was a co-manager of the Barings Global Leaders Fund and Global Dividend Champions Fund since 2020. Starting at Barings in 2011 as an investment analyst, she covered a wide range of global companies across sectors including Consumer Staples, Consumer Discretionary, Financials, Healthcare and Industrials. Prior to that she was an investment analyst at HSBC Global Asset Management, within the Global Equities team responsible for Financial, Consumer Discretionary and Healthcare sectors. She began her career at ABN AMRO, where she was an investment analyst in the Emerging Market Fixed Income team.
Wendy holds a Bachelor of Business Science (Honours) from the University of Cape Town and is a CFA® Charterholder since 2014.
Calvin has over 13 years investment experience and is portfolio manager and analyst for the Global Equity strategy. Calvin joined Northcape in 2019 and is in our Sydney office.
Before joining Northcape, Calvin spent 8 years working at Fidelity International beginning in May 2011 as an Investment Analyst covering a wide range of sectors including Property, Gaming, Consumer Staples, Consumer Discretionary, Online Media, Banks, Insurance and Diversified Financials having covered over 100+ companies and regularly travelled globally as part of the research process.
Prior to joining the investment industry, Calvin worked at PwC Australia in the Audit; Deals; and Valuation teams.
Calvin holds a Bachelor of Commerce (Accounting and Finance majors) degree from the University of Sydney and is a Chartered Accountant.
Theo has over 24 years investment experience and is a portfolio manager and analyst for the Global Equity strategy. Theo joined Northcape in 2018 and is in our Sydney office.
Before joining Northcape, Theo worked at Arnhem Investment Management from February 2007 to September 2018, where he was the Portfolio Manager for Arnhem’s Global Equity Strategy since its inception in 2014. Prior to that he was Head of Research at Arnhem and as analyst covered the sectors Telecommunications, Technology, Food & Beverage, Contractors and Gaming. From 1997 to 2007, Theo was a portfolio manager at ABN ARMO Asset Management in the Global Equities team based in Amsterdam, where he began as co-manager of the International Equity Fund. Since their inception in 1998 he was the lead portfolio manager for the ABN AMRO Technology and Telecom Funds. From 1994 to 1997 Theo was part of the Global Fixed Income team at ABN AMRO Asset Management, where he was the portfolio manager of the ABN AMRO German Bond Fund.
Theo holds a Masters degree in Finance and Investments from the University of Groningen (The Netherlands). Theo is a CFA® Charterholder since 2001.
Fleur has over 20 years investment experience and is portfolio manager and analyst for the Global Equity strategy. Fleur joined Northcape in 2018 and is in our Sydney office.
Before joining Northcape, Fleur was a Managing Director at UBS in Sydney. Having joined UBS in London in 2004 as a European Special Situations Analyst she progressed to Pan European Equity Sales and Account Manager for a range of fundamental hedge funds and long only institutions before returning to Australia with UBS in 2011. Initially Fleur established the business of European and US Equity Sales to investors based in Asia, then took over Global Sales to Australian based investors before eventually running the wider APAC Global Equity sales team. Before moving to the UK Fleur spent five years as a Generalist Equity Research Analyst at Capital Partners (now CP2), a boutique independent research advisory firm with expertise in the infrastructure sector.
Fleur holds a Bachelor of Commerce (First Class Honours in Finance) from the University of Sydney and is a CFA® Charterholder. In 2017 she completed not-for-profit directorship training with the Australian Institute of Company Directors under The Observership Program®.