Richard Hamersley

Portfolio Manager, Director B.Com / CA / Dip. Fin

  • 19+ years experience

  • Euroz Securities, Arthur Anderson, Ernst & Young

  • Portfolio Management, Equities Analysis

Richard joined Endeavor in July 2015 as Portfolio Manager. Prior to joining Endeavor, Richard was an equities research analyst at Euroz Securities (from 2005 – 2015), covering predominantly small to mid cap industrial stocks.

Prior to Euroz Securities, Richard was a Senior Advisor in KPMG’s Transaction Services division (2005), a market risk analyst at Barclays Capital in London (2004 – 2005), and a Senior Accountant at Ernst & Young in the auditing division (2000 – 2003).

Richard is a member of the Institute of Chartered Accountants in Australia (ICAA), has a Diploma in Applied Finance and Investment with FINSIA and a Bachelor of Commerce with University of Western Australia (double major in Accounting and Finance).

Contact Details

10.9% 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%.

10.0% 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%.

10.1% p.a.

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

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

3.9% 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.