Lee Rushton CFA, CAIA, MAppFinInvest, F Fin, CDec
Lee has many years of financial markets industry experience as an equity analyst and designer of quantitative investment models. Lee is one of a select group of Australian investment managers holding both a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designation. He also holds a Master of Applied Finance and Investment degree, as well as three diplomas in finance and investment analysis and is a Fellow of the Financial Services Institute of Australasia.
Lee has an outstanding academic record, receiving the Australian Stock Exchange National Dux for his Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia), as well as numerous other academic awards and prizes. He has also lectured and written curriculum material for a Master of Applied Finance degree for over ten years, covering: equities, commodities, FX, futures, options, CFDs and advanced derivatives.
Prior to co-founding Rushton Financial Services Pty Ltd, Lee managed a significant number of wholesale individually managed accounts for high net worth and ultra-high net worth clients in Australia, using a diversified, multi-thematic quantitative strategy.
With extensive knowledge and experience in equities and derivatives analysis, dealing and many years of experience as an AFSL Responsible Manager, Lee is primarily responsible for the ongoing design and maintenance of the investment models that underpin the investment strategy, security selection models and the portfolio construction framework of the Fund, as well as the implementation of day to day portfolio management processes.
Lee is an Executive Director of both the Responsible Entity and the Investment Manager.
Glenn Rushton GradDipAppFin, F Fin, CDec
Glenn brings over thirty-five years of SME business management and administration experience to the Responsible Entity. Glenn is responsible for day to day business management, including marketing, investor relations and communications. A Fellow of the Financial Services Institute of Australasia, Glenn has many years of experience as a financial adviser to self-managed super fund trustees and high net worth individuals, with a sound understanding of financial markets and portfolio management. Glenn has completed a Graduate Diploma in Applied Finance and Investment and a Diploma of Financial Services.
Prior to his involvement in the finance industry, Glenn was a successful property developer and investor, authored two books on business management and marketing and acted as a consultant and lecturer in business management and marketing.
Glenn has also been an elite athlete and coach in martial arts and boxing for over four decades. As a competitor, he won 5 national titles and 5 state titles and eventually founded his own martial arts style, as well as the National Martial Arts League. More recently, Glenn coached Jeff Horn to a quarter final in boxing at the London Olympics, and then to an epic win over 11 times world champion Manny Pacquiao at Suncorp Stadium in Brisbane, in front of more than 51,000 spectators on 2 July 2017, to capture the WBO World Welterweight Title. He also trains WBO #1 Light middleweight Dennis Hogan, as well as Joe Goodall, who won Australia’s first ever silver medal in the super heavyweight division at the recent Commonwealth Games in Glasgow, and a bronze medal at the 2017 World Boxing Championships – the first medal for Australia since 1991.
Glenn brings the mindset of an elite athlete and coach to the business world, continually striving for excellence.
Glenn is an Executive Director of both the Responsible Entity and the Investment Manager.
Head of Distribution
Judy is an experienced distribution executive and capital raising expert. She has developed distribution strategies, established distribution channels, and recruited and managed national sales teams. In prior roles, Judy has been responsible for raising in excess of $2 billion in AUM for Australian investment managers.
As a specialist in alternative asset product structuring and distribution, Judy has developed a deep understanding of the needs of the intermediate market and of the financial advisor network, with the ability to bring sophisticated products to the market place and align products with investor requirements.
With expertise across a range of management and marketing disciplines, experience in communication strategies, building brand awareness, managing internal and external distribution teams, and corporate and AFSL governance roles, Judy brings detailed distribution knowledge and a wealth of practical industry experience to the team.
Additional Information in relation to Key Personnel is included in the PDS.