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The Ord Minnett Research Team provides in-depth analysis of Australian stocks and interest rate securities. They aim to identify quality stocks, large and small, that are trading below their inherent value. Analysis of the fundamentals underpinning each stock is critical to this process.
While long-term strategic themes are influential, they will also act on short-term market inefficiencies. Ord Minnett’s ownership structure, 70% owned by IOOF Holdings, (an Australian financial services company) and 30% owned by JP Morgan, (a global financial services firm) provides far-reaching intelligence that further supports our analytical expertise.
Simon Kent-Jones Head of Private Client Research
Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he worked for over 13 years, most recently establishing and running the Macquarie Financial Services Group private client research team for their 280 Advisers. Simon was an institutional equities analyst (healthcare / pharmaceutical) until 1997, when he moved over to the retail side of the business. Simon was also the Chairman of Macquarie Financial Services Group’s Investment Committee. As the Head of Private Client Research, Simon is responsible for investment strategy, portfolio construction, asset allocation, client seminars, presentations and road shows throughout the Ord Minnett branch network.
Sze Chuah Senior Investment Analyst
Sze is the Senior Investment Analyst for Ord Minnett. She is responsible for market-based commentary, generating investment ideas, contributing to the investment strategy, and holding client seminars.
Prior to joining Ord Minnett in 2016, Sze was the Vice President of Investment Strategy at Morgan Stanley Wealth Management, with responsibility for providing portfolio and strategic research to the firm’s network of financial advisers and private clients. Sze has more than 15 years of finance-industry experience, and began her career as a research assistant with the listed investment company Milton Corporation.
Sze has a Bachelor of Commerce degree from the University of NSW, majoring in accounting and finance. She has also completed the CPA Program and a holds a Diploma of Applied Finance from FINSIA. Sze is RG146 compliant.
Athena Kospetas Research Associate
Athena is a Research Associate in the Sydney Office where she supports the Head of Private Client Research and Senior Investment Analyst.
Athena joined the Research team part-time in 2016 whilst working as the Desk Assistant for the Ord Minnett Fixed Interest Team. Prior to joining Ords, she was a Senior Equities and Derivatives Associate at Commsec Adviser Services.
Athena holds a Bachelor of Economics, majoring in Financial Economics and Finance, from the University of NSW. She is also a CFA Level I Candidate and is RG146, ADA 1 & 2 compliant.
Walter Watson Research Editor
Walter is the editor of Ord Minnett’s regular retail investor publications, such as the Opening Bell, Ords Weekly and the Ords Monthly, along with the various investment guides and investor information published by Ord Minnett. He has spent more than 25 years researching and writing about Australian and international financial markets for a number of organisations.
Prior to joining Ord Minnett in 2013, Walter was an editor across various sections at The Australian Financial Review, and before that a financial journalist and editor at Reuters specialising in markets and corporate coverage. His early career was at the Australian Stock Exchange where he was a senior analyst in the Statex arm of the ASX research department.
Walter holds a Bachelor of Arts, with majors in Economics and Legal Studies, and is RG146 compliant.
Nicholas McGarrigle Head of Institutional Research
Nicholas is a small-caps industrial analyst, focusing on the travel, entertainment, diversified financials and online sectors. Prior to joining Ord Minnett, Nicholas worked as an Analyst for Deloitte Australia’s Business Process Improvement division before studying a Masters in Applied Finance full time. Nicholas has been with Ord Minnett since January 2010. Nicholas also holds a double degree in Economics and Applied Finance from Macquarie University and a Masters in Applied Finance from the Macquarie Applied Finance Centre. He is RG 146 compliant.
Phillip Chippindale Senior Research Analyst
Phillip has spent over 7 years in Equity Research, following previous experience on the Buy side and investment banking. Phillip has experience in covering a broad array of sectors including materials, technology, tourism and general industrials.
Phillip is a CFA Charter holder. He has a double degree in Science and Laws (Hons) from the University of Sydney, and a Grad Diploma in Applied Finance and Investments.
Jules Cooper Senior Research Analyst
Jules is Ord Minnett’s covering analyst for Melbourne IT and has more than 15 years’ financial markets experience, including three years at Ord Minnett. He is ranked Top 3 in terms of absolute return, by Bloomberg, across more than half his current coverage, including five No.1 rankings.
Prior to Ord Minnett, Jules spent three years with Macquarie Bank, based in London, advising global and Asia-Pacific investors on Australian investment strategy. In an earlier buyside role, Jules spent six years as a member of QIC’s highly regarded domestic equity team, where he covered small-cap industrial stocks.
Jules is a CFA Charter holder and has completed the CPA programme. He holds a Bachelor of Business degree in accountancy and international business (focusing on Asian economic development) from the Queensland University of Technology. Jules is RG146 compliant.
William MacDiarmid Research Analyst
William has been with the team since January 2016 and is a small-caps industrials analyst with a focus on online and education. Prior to joining Institutional Research William was an Adviser within Ord Minnett Private Wealth where he delivered investment and portfolio management advice across the full spectrum of asset classes with a particular focus on Equities.
William has a Master of Business (Finance) from UTS in addition to being RG146 and ADA1 compliant.
John O'Shea Senior Research Analyst
John has spent over 15 years in Equity Research with stockbroking following previous experience in accounting, investment banking and investment management.
He currently specialises on researching the travel and tourism sector with a focus on key industry data and sector thematics. He is a regular speaker at travel industry conferences and forums.
John is a member of the Institute of Chartered Accountants in Australia and holds a B Comm (Hons) from the University of Melbourne.
Our Research Team spends a significant amount of time analysing and interpreting the investment environment. This includes developing views about broader economic factors, understanding industry conditions and identifying company specific factors. This section contains a regular selection of insights that we gain from this analytical process. They aim to be informative and help identify potential investment opportunities.
Ord Minnett has updated its forecasts for Seven Group Holdings to account for the following factors: The Kerry Stokes-controlled Seven Group holds stakes in Beach Energy (BPT, Hold) and Seven West Media...
Walter Watson Research Editor
Woolworths and Caltex Australia have extended and expanded their long-term partnership in the retailer’s petrol business, following the abandonment of a previous sale of the operations to UK giant BP on competition grounds. We summarise...
Ord Minnett’s Research team publishes a range of reports with a specific focus on private clients.
Ord Minnett offers four model portfolios constructed by our Research Team. Each portfolio provides investors different opportunities depending upon their financial goal and tolerance for risk.
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