OUR TEAM


Our talented group of specialists is the key to our success.

Collectively, the team has over 70 years experience and a proven track record of managing high performing investment funds in New Zealand and global markets.

James


JAMES RING

Investment Manager, International Equities

James has extensive experience in the funds management industry spanning over 30 years.

He brings a wealth of experience and expertise, managing New Zealand and international equity mandates.

Most recently, James was Investment Manager at Rank Group, managing the US based Reynolds Group Pension Funds. He was responsible for managing the global equities portfolio.

James' outstanding performance across a variety of roles include:

  • Portfolio Manager, Ellerston Capital (owned by Packer family) – from 2006 to 2010 James was Portfolio Manager for their Asia Pacific investments
  • Launched Challenger Smaller Companies Fund (based in Sydney, Australia) - Winner of The Morningstar ‘Best Fund’ in its category in 2003, and a similar award by Standard and Poor’s in 2004
  • Joint Founder of Coronet Asset Management – a fund manager specialising in Australasian equities, before selling this business to Challenger in 1999
  • Director of Equities, Southpac Investment Management – Managed the National Bank Equity Growth Trust, which was awarded ‘best domestic equity fund’ by IPAC for 1992, 1993 and 1994.

 Qualifications: BCom (Agriculture & Economics): IFINZ Member

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Andrew


ANDREW SOUTH

Investment Manager, Australasian Equities

Andrew has vast investment experience with a career spanning more than two decades. Prior to QuayStreet, Andrew was the Chief Investment Officer at Brook Asset Management with overall responsibility for portfolio construction, stock selection and asset allocation for all of Brook's funds.

At Brook Asset Management, Andrew was also responsible for Australasian sector research for the resources, financial and healthcare sectors.

Further funds management industry experience includes:

  • Director/ Shareholder, Brook Asset Management – from January 2012 to May 2014
  • Director/ Shareholder, Brook Asset Management – from April 2004 to February 2008
  • Director/ Chief Investment Officer, BT Funds Management – responsible for management of all BT’s equity portfolios and the performance of all asset classes, asset allocation and the management of BT's investment staff - from 1998 to 2004
  • Portfolio Manager/ Senior Analyst, Tower Portfolio Management - from 1995 to 1998
  • Portfolio Manager/ Analyst, AMP Asset Management – from 1993 to 1995.

Qualifications: BAgSc; PGDipCom; IFINZ Member; CFA Charterholder

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Roy


ROY CROSS

Senior Analyst

Portfolio Manager - Income Fund and Fixed Interest Fund

Roy has considerable investment experience with more than a decade in the New Zealand market. Prior to QuayStreet, Roy was a Senior Analyst at Brook Asset Management where he commenced his career in 2005.

Roy's current responsibilities include:

  • Portfolio manager of the Fixed Interest and Income Funds
  • Equity research responsibility focusing on media and technology, consumer discretionary and aged care sectors
  • Quantitative screening of assets, as part of the formal investment process.

Qualifications: BMS (Hons); MBS; CFA Charterholder

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Stefan


STEFAN STEVANOVIC

Senior Analyst
Portfolio Manager - Socially Responsible Investment Fund

Stefan has considerable investment experience with more than a decade in the New Zealand market. Prior to QuayStreet, Stefan was a Senior Analyst at Brook Asset Management where he commenced his career in 2007.

Stefan's current responsibilities include:

  • Portfolio manager of the Socially Responsible Investment Fund and responsibility for ESG research
  • Equity research responsibility focusing on property, utilities, energy and infrastructure sectors
  • Quantitative screening of assets, as part of the formal investment process.

Qualifications: BCA; BSc; CFA Charterholder

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Schalk


SCHALK KEYTER

Investment Analyst

Schalk joined QuayStreet in October 2016. Previously, Schalk was a Private Wealth Associate at Craigs Investment Partners, where his main role was portfolio analysis.

Schalk's current responsibilities include:

  • Portfolio analysis including performance attribution and risk monitoring
  • Quantitative screening of assets as part of the formal investment process
  • Equity research assistance.

In June 2015 Schalk passed his level 3 CFA exam and he is currently working towards becoming a CFA Charterholder.

Qualifications: Bcom (Economics & Finance)

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Achievements

Our Achievements & Affiliations

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