Hayden Beamish

CEO, Portfolio Manager

B.Com / B.Econ

  • 10+ years experience

  • Westoz Funds Management, Euroz Securities, Ernst & Young

  • Portfolio Management, Equities Research

Hayden is a Director and Portfolio Manager at Endeavor Asset Management. His responsibilities include portfolio management, equity analysis, idea generation, business strategy and supervising the company’s daily operations.

Prior to joining Endeavor, Hayden was an Equities Analyst at Westoz Funds Management, a listed investment company with ~$230m funds under management. Hayden also has M&A experience from Ernst & Young and restructuring / forensic accounting experience from PPB Advisory.

Hayden has 10 years market experience which started at Patersons Securities while completing a Bachelor of Commerce (Majors: Finance, Investment Finance and Money and Banking) along with a Bachelor of Economics (Majors: International Business Economics and Economics) from the University of Western Australia. He is also a level 2 CFA candidate and RG146 compliant.

Contact Details

11.3% p.a.

The Growth Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 75% and Ex-200 25%.

10.6% p.a.

The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 85% and Ex-200 15%.

10.6% p.a.

Typically holds 15-25 ASX listed equities with no index restrictions.

Typical starting weight up to 10%, target maximum position.

4.11% p.a.

Investing in investment-grade issuers of hybrids and bonds with a small allocation to non-investment grade bond ETFs to improve returns and diversification.