Profil
Ms. Suellen Morgan is an Investment Director & Principal at Touchstone Asset Management Pty Ltd. She is responsible for portfolio construction and investment strategy.
She has over 20 years of experience in domestic equities markets, including senior investment management and broking roles.
Her most recent role was Portfolio Manager and Executive Director at 452 Capital, where she played an instrumental role in building the business from early inception into a successful and highly profitable funds management brand.
In this role, she was jointly responsible for investment decision-making across the Australian equity market, achieving consistent medium-term outperformance.
Prior to joining 452, she was an Industrial Equities Analyst at Colonial First State, with responsibility for a number of major domestic sectors including Banks, Insurance, Diversified Industrials and Beverages.
She has also worked as Head of Financial Services Research at Deutsche Bank Australia, where she led a team of five analysts responsible for the financial services sectors (Banks and Insurance), achieving top three ratings in investor surveys in both sectors.
Prior to this role, she was Equities Analyst at Ord Minett Securities (now JP Morgan) with responsibility for the Insurance Sector.
Postes actifs de Suellen Morgan
| Sociétés | Poste | Début |
|---|---|---|
Touchstone Asset Management Pty Ltd.
Touchstone Asset Management Pty Ltd. Investment ManagersFinance Touchstone is an Australian equities manager with an index unaware approach to investing in quality companies at reasonable prices (QARP). The firm aims for improved long-term investor returns, while also providing downside protection in adverse markets. Their strategy primarily selects from the S&P/ASX 300 Index and typically holds 15-25 securities. Touchstone combines bottom-up fundamental analysis and an index unaware approach to capital allocation – where portfolio positions are based on the risk/return trade-off inherent in each opportunity, rather than index weights. | Gestionnaire de Portefeuille-Actions | - |
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| Entreprise privées | 1 |
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Touchstone Asset Management Pty Ltd.
Touchstone Asset Management Pty Ltd. Investment ManagersFinance Touchstone is an Australian equities manager with an index unaware approach to investing in quality companies at reasonable prices (QARP). The firm aims for improved long-term investor returns, while also providing downside protection in adverse markets. Their strategy primarily selects from the S&P/ASX 300 Index and typically holds 15-25 securities. Touchstone combines bottom-up fundamental analysis and an index unaware approach to capital allocation – where portfolio positions are based on the risk/return trade-off inherent in each opportunity, rather than index weights. | Finance |
















