![Lachlan Hughes](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Lachlan Hughes, CFA, is a Chief Investment Officer at Swell Asset Management Pty Ltd.
Previously Mr. Hughes was a Senior Analyst with NovaPort Capital, a boutique fund manager owned by Challenger Limited.
Prior to that, Lachlan was a corporate lawyer working with King & Wood Mallesons, The Bank of New York (London), Goldman Sachs JB Were and Allco Finance Group.
He received his undergraduate degree from the University of Wollongong.
Postes actifs de Lachlan Hughes
| Sociétés | Poste | Début |
|---|---|---|
Swell Asset Management Pty Ltd.
 Swell Asset Management Pty Ltd. Investment ManagersFinance Provides investment advice | Fondateur | 01/01/2014 |
Anciens postes connus de Lachlan Hughes
| Sociétés | Poste | Fin |
|---|---|---|
NovaPort Capital Pty Ltd.
 NovaPort Capital Pty Ltd. Investment ManagersFinance NovaPort Capital is a benchmark unaware, active investment manager that specializes in small and micro-cap ASX-listed companies. The firm invests in a concentrated number of companies at any given time, with portfolios that have a low turnover of securities. Their approach focuses on buying companies with an improving outlook at a significant discount to valuation. At the same time, paying attention to the underlying quality of company earnings, management and industry structure in order to minimize downside risk. Portfolios are created through conducting extensive research, qualitative analysis and financial modelling, with the aim of providing superior investment returns for investors over a five-to-seven-year time horizon. | Analyst-Equity | - |
Challenger Managed Investments Ltd.
 Challenger Managed Investments Ltd. Investment ManagersFinance CMIL is an active real estate securities manager which employs a top-down and bottom-up research and analysis approach to select investments with the aim of delivering a projected rate of return above that of listed real estate trusts. The firm uses a four-step investment approach to select listed infrastructure securities, first using cash flow and market intelligence from numerous sources to screen ideas. They then examine the company's business including monopoly status and customer base, pricing power, operating margins, volatility of cash flows and probability of distributions. Then the firm performs fundamental analysis and valuation, developing a report on the key financial and qualitative aspects for the remaining securities. CMIL uses a three-step process to select and manage unlisted infrastructure assets, first looking at geography, quality of asset, potential yield, quality of management and the competitive environment. Deals that get through the first phase are then subject to investigation by a multidisciplinary team, which looks at tax, structure, legal issues, financial modeling and comprehensive market and asset-specific information. Finally, a dedicated asset manager is assigned to each project and reports back to the portfolio manager with regular updates on all key issues. The final portfolio reflects the outcome of the firm's fundamental security and asset selection process by the listed infrastructure securities and unlisted infrastructure asset teams. Asset allocation is determined by the portfolio manager. | Analyst-Equity | - |
Formation de Lachlan Hughes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Wollongong
 University of Wollongong Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Challenger Managed Investments Ltd.
Challenger Managed Investments Ltd. Investment ManagersFinance CMIL is an active real estate securities manager which employs a top-down and bottom-up research and analysis approach to select investments with the aim of delivering a projected rate of return above that of listed real estate trusts. The firm uses a four-step investment approach to select listed infrastructure securities, first using cash flow and market intelligence from numerous sources to screen ideas. They then examine the company's business including monopoly status and customer base, pricing power, operating margins, volatility of cash flows and probability of distributions. Then the firm performs fundamental analysis and valuation, developing a report on the key financial and qualitative aspects for the remaining securities. CMIL uses a three-step process to select and manage unlisted infrastructure assets, first looking at geography, quality of asset, potential yield, quality of management and the competitive environment. Deals that get through the first phase are then subject to investigation by a multidisciplinary team, which looks at tax, structure, legal issues, financial modeling and comprehensive market and asset-specific information. Finally, a dedicated asset manager is assigned to each project and reports back to the portfolio manager with regular updates on all key issues. The final portfolio reflects the outcome of the firm's fundamental security and asset selection process by the listed infrastructure securities and unlisted infrastructure asset teams. Asset allocation is determined by the portfolio manager. | Finance |
NovaPort Capital Pty Ltd.
NovaPort Capital Pty Ltd. Investment ManagersFinance NovaPort Capital is a benchmark unaware, active investment manager that specializes in small and micro-cap ASX-listed companies. The firm invests in a concentrated number of companies at any given time, with portfolios that have a low turnover of securities. Their approach focuses on buying companies with an improving outlook at a significant discount to valuation. At the same time, paying attention to the underlying quality of company earnings, management and industry structure in order to minimize downside risk. Portfolios are created through conducting extensive research, qualitative analysis and financial modelling, with the aim of providing superior investment returns for investors over a five-to-seven-year time horizon. | Finance |
Swell Asset Management Pty Ltd.
Swell Asset Management Pty Ltd. Investment ManagersFinance Provides investment advice | Finance |
