Salter Brothers Emerging Companies Ltd (ASX: SB2) is a listed investment company with an Investment Portfolio focused on Emerging Companies which are predominantly Australian listed and unlisted securities with market capitalisations under $500 million at the time of the initial investment.

Through SB2, investors gain access to:

  • A concentrated portfolio of typically 25 to 30 investments in predominantly Australian listed and unlisted securities of Emerging Companies;
  • An actively managed, fundamentals-based investment approach with a focus on capital preservation, long term capital growth and income from its investments;
  • Attractive risk adjusted returns over the long term (which the Company considers to be a period of more than five years;
  • An Investment Portfolio that is compositionally different to the ASX-Small Ordinaries Accumulation Index;
  • An Investment Portfolio which is compliant with the requirements of the SIV Regime;
  • The Investment Team of Salter Brothers Funds Management that have experience investing in listed and unlisted companies in Australia and overseas

 

Experience, scale and track record

Salter Brothers Emerging Companies Ltd will leverage the people, resources and relationships of Salter Brothers, which manages almost $2 billion in assets and has extensive experience investing in listed and unlisted companies in Australia and overseas.

About the Investment Team

Salter Brothers Funds Management Pty Ltd, a corporate authorised representative of Salter Brothers Asset Management (AFSL number 308971) has been appointed to manage the Investment Portfolio of the Company. The Manager was founded in 2015.

The Board believes that its Directors and the Investment Team together have the required experience and expertise in funds management, listed and unlisted equities and corporate governance.

Company Values

Collaboration
Demonstrates a willingness to collaborate with others as opposed to working independently. Collaboration requires focusing on team, as well as individual goals, and actively assisting group and contractor team members towards the achievement of common goals.

Relationship Focus
At all times has a focus on building strong professional relationships with investors, clients and other stakeholders. Is sensitive and aware of their needs and ensures that they are communicated with in a respectful but assertive (where required) fashion, with the goal of building a mutually beneficial relationship. Has an ability to work within a variety of situations, groups or individuals.

Creativity and Innovation
Approaches work with creative flair and innovative, intelligent problem solving. Demonstrates an entrepreneurial mind-set.

Corporate Values
Always work to the highest possible standard. Focuses on return to investors. Displays respect and professionalism in dealings with all people – colleagues, investors, clients, suppliers and other stakeholders. Focuses on what is the right thing to do and ensure procedure and processes allow us to demonstrate this to regulators.

Responsibility for Outcomes
Operates with a high degree of autonomy and is effective under pressure. Takes responsibility for outcomes across the business and specific areas of management.

Concern for Quality and Standards
An underlying drive to minimise risks and eliminate errors through constant monitoring, checking and compliance with standards and documentation. This includes an attention to detail and the ability to plan, organise, prioritise, schedule, monitor and control work in the short and long term.

Management

About-John 2

Issam Eid

Portfolio Manager

A senior investment professional, Issam has over 20 years’ experience in financial markets and investing. Specialising in Australian equities, Issam’s most recent focus has been on Emerging Companies.

Prior to joining Salter Brothers, Issam held risk management, dealing and portfolio management roles at major institutions including Macquarie Bank (1993 to 2004), ING (2004 to 2007), Credit Suisse (2007 to 2009) and Sigma Funds Management (2009 to 2019). His extensive management of Emerging Companies’ portfolios has provided him with experience across various businesses, strategies, and management teams. His coverage of the retail, non-residential infrastructure, A-REIT, housing, and commercial services sectors has provided a deep understanding of those sectors and the issues that have impacted them over time.

Issam holds a Bachelor of Business (Accounting, Economics and Finance) from the University of Technology, Sydney and is a Chartered Financial Analyst (CFA).

About-Robert 3

Rajeev De Silva

Portfolio Manager

With 20+ years’ experience in equities, Rajeev has focused across a variety of markets including finance, healthcare, technology, IT services, and early stage technology, more recently focused on the Emerging Companies segment in Australia.

Prior to joining Salter Brothers, Rajeev worked at major financial institutions in Australia, including JP Morgan Australia (2005 to 2006), ING (2006 to 2007), Credit Suisse (2007 to 2009) and Sigma Funds Management (2009 to 2019) in various funds management and research roles.

Rajeev holds a Master of Business Administration (MBA) from Monash University.

About-Robert 4

Jason Tong

Investment Analyst

Previously, Jason held the position of Analyst at Comprador (previously Blackstone Advisory Partners Asia) in Hong Kong for over two years. In this position, Jason was part of a team that provided mergers and acquisitions advice, as well as strategic consulting to clients across the Asia-Pacific region.

Prior to that role, Jason was an Analyst at Merricks Capital in Melbourne, Australia. In this role, Jason provided detailed bottom-up fundamental research and a top-down macro analysis.

Jason graduated from the University of Melbourne.

Board

About-John 1

John Vatovec

Chairperson

John Vatovec has over 37 years’ experience in equity capital markets, hedge funds and portfolio management. John has a long-established network in Australasia amongst corporates, investment banks, hedge fund managers and family offices.

John commenced his career at Prudential Portfolio Managers progressing through various analyst and senior portfolio management roles, before moving to Macquarie Bank where he held senior roles within Macquarie Equities. John was responsible for launching and building Macquarie’s Asian equity broking business as well as being responsible for global Hedge Fund client management.  John then moved to Lowy Funds Group as a Senior Fund Manager and Investment Committee member for six years, before being appointed a Non-Executive Director of Van Eyck 3 Pillars, a listed investment company.

John then established MAP Capital Advisors NSW where he has been involved in numerous capital raising and advisory mandates.

John holds a Bachelor of Commerce majoring in Accounting and Finance from the University of NSW, is a graduate of FINSIA, and holds FINRA Qualifications (Series 7, 24 and 63).

About-Robert 1

Robert Salter

Director

Robert is a founder and the Chief Executive Officer of Salter Brothers. He is a Director of Salter Brothers and has over 20 years’ experience in the financial services industry.

Prior to co-founding Salter Brothers, Robert was a Senior Investment Advisor at Macquarie Bank Limited. He provided investment advice to high net worth and ultra-high net worth individuals in the Asia Pacific region, encompassing asset allocation, structuring and investment selection. Before this, he held similar roles as a Director with UBS Wealth Management and also at Merrill Lynch Private. Prior to his career as an investment advisor, Robert worked overseas, principally in Switzerland, as the Deals Desk Head for the Metals and Minerals Division of Trafigura Beheer BV, a physical commodity trader. Robert was responsible for the management of the Global Derivatives book encompassing both the hedging of physical price risk and all proprietary trading activities.

Robert is a member of Chartered Accountants Australia and New Zealand (CAANZ). He holds a Bachelor of Commerce (University of Melbourne), is PS146 Accredited and was an Accredited Derivatives Advisor Levels 1 & 2 with Macquarie Equities.

About-Robert 2

Marcos Marcou

Director

Marcos has over 30 years’ experience in leading and advising on mergers and acquisitions, corporate strategy, governance, private equity raising and investments. Marcos has held a number of senior management positions in the telecommunications, technology and resources sectors with Benchmark Factory – NASDAQ:DELL (USA), SpeedCast – ASX:SDA (Hong Kong), Damovo-Ericsson – NASDAQ:ERIC (Australia) and Deloitte Consulting (Australia & Hong Kong) specialising in corporate strategy, and mergers and acquisitions. Recently, Marcos also held the role of Executive Director and Company Secretary at Kazakhstan Potash Corporation Limited (ASX:KPC). Prior to this, Marcos was joint founder and Director of MAP Capital Advisors, a boutique corporate advisory and funds management business.

Marcos holds a Bachelor of Arts (University of Melbourne) and a Master of Business Administration (Swinburne University of Technology).