Martin Currie Australia announces senior promotions

August 30, 2022: Active Australian equity manager, Martin Currie, part of the Franklin Templeton group, has bolstered its Australian portfolio management capabilities through two key promotions.

Senior analyst Matthew Davison and quantitative analyst Sam Li have been given new roles as Portfolio Managers.

Reece Birtles, Chief Investment Officer, Martin Currie said: “The Martin Currie team are known for their focus on continuous development and tailored investment options for clients. Our strong 18-strong member investment team has an average tenure of 12 years, and average industry experience of 20 years across a variety of industry backgrounds.

“These promotions tie in with our recently launched Martin Currie Active Insights strategy and both Matthew and Sam bring fundamental and systematic style neutral portfolio construction skills. Both of them have a unique mindset to extract the best fundamental insights from the broader team, deliver alpha, and communicate their edge to clients, consultants and broader investor group.”

Since joining Martin Currie in 2013, Davison has demonstrated fundamental research insight with his financials coverage, portfolio construction, process development involvement and strong communication skills with clients.

“With his understanding of the funds management industry through his financials research coverage, and keen interest in true fundamental insights, Matthew is perfectly placed to evolve the Active Insights strategy,” added Birtles.

In the 18 months since joining Martin Currie in 2021, Li has also made a tremendous contribution to the development of the Active Insights strategy, said Birtles.

Li’s academic background and work experience provides him with unique expertise to continue to evolve the investment process, he said.

Prior to joining Martin Currie Davison worked at Merrill Lynch for nine years as lead banking analyst. He has also worked at Citigroup Smith Barney for two years as an equity research analyst in the financials team and at National Australia Bank for three and half years in its M&A division, where he was involved in a number of large transactions.

Li worked as a Quantitative Developer at Frontier Advisors and was responsible for delivering quantitative solutions externally and internally, before joining Martin Currie in January 2021. Li has also worked for NAB as a quantitative analyst developing statistical models.

Martin Currie currently manages over A$31 billion in assets under management, and A$8 billion in Australian equities (as of 30 June 2022).

For all media queries or for more information, please contact:

Simrita Virk: [email protected]

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialisation on a global scale, bringing extensive capabilities in equity, fixed income, multiasset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately A$2.0 trillion in funds under management as of 30 June 2022.

For more information, please visit franklintempleton.com.au

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