Profil
Mr. Stephen Bruce is a Director of Portfolio Management & Head of Research at Perennial Investment Management Ltd. and is a Director Portfolio Management at Perennial Value Management Ltd. He joined Perennial Value as an Equities Analyst in April 2000.
In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust.
In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust.
In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all boarder cap Australian Equities portfolios.
He also has research responsibility for the banking, healthcare, telco and agricultural sectors.
Postes actifs de Stephen Bruce
| Sociétés | Poste | Début |
|---|---|---|
Perennial Value Management Ltd.
Perennial Value Management Ltd. Investment ManagersFinance PVM is an active, specialist manager which aims to add risk-adjusted value over the medium- to long-term, relative to a recognized market benchmark by investing across Australian large-caps, small-caps and shares for income. The firm believes that a holistic view of investments, including consideration of ESG factors, promotes a well-rounded approach to investing with better return outcomes for clients and may look at a range of ESG standards and use a range of tools and methodologies to assist with investment decision-making. They use a proprietary in-house research on all securities before their inclusion in investment portfolios. | Directeur de la Recherche - Actions | 01/01/2020 |
Perennial Investment Management Ltd.
Perennial Investment Management Ltd. Investment ManagersFinance Perennial is an active manager that employs proprietary, in-house research and long-term investment approach. Their goal is to add value over the medium- to long-term, relative to a recognized market benchmark, in a risk efficient manner. | Directeur de la Recherche - Actions | 01/04/2000 |
Anciens postes connus de Stephen Bruce
| Sociétés | Poste | Fin |
|---|---|---|
Perennial Investment Partners Ltd.
Perennial Investment Partners Ltd. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Perennial Investment Partners Ltd.
Perennial Investment Partners Ltd. Investment ManagersFinance Provides investment advice | Finance |
Perennial Value Management Ltd.
Perennial Value Management Ltd. Investment ManagersFinance PVM is an active, specialist manager which aims to add risk-adjusted value over the medium- to long-term, relative to a recognized market benchmark by investing across Australian large-caps, small-caps and shares for income. The firm believes that a holistic view of investments, including consideration of ESG factors, promotes a well-rounded approach to investing with better return outcomes for clients and may look at a range of ESG standards and use a range of tools and methodologies to assist with investment decision-making. They use a proprietary in-house research on all securities before their inclusion in investment portfolios. | Finance |
Perennial Investment Management Ltd.
Perennial Investment Management Ltd. Investment ManagersFinance Perennial is an active manager that employs proprietary, in-house research and long-term investment approach. Their goal is to add value over the medium- to long-term, relative to a recognized market benchmark, in a risk efficient manner. | Finance |
















