Prior to OC, Robert was a Senior Research Analyst with Austock Group specialising in small and mid-cap industrial companies. His responsibilities included business and industry analysis, financial modelling, and company valuation. Robert also spent time in the derivative divisions at UBS in London and Rabobank in the Netherlands.

 
Sam began his investment career at EL & C Baillieu where he was a member of the research team. Sam’s primary responsibility was to produce research for companies within the ASX100 for both the industrial and mining sector. This research largely involved site visits, detailed financial modelling and competitor analysis.

 
Rob is a chartered accountant who qualified in KPMG’s Melbourne tax practice (five years) before moving to Sydney with Ernst & Young Corporate Finance (two years) where he was a Manager in the Mergers and Acquisitions division.   During this period, Rob completed a Graduate Diploma in Applied Finance and Investment. Prior to joining OC Funds, Rob spent three years with the Bank of New York in London as a Manager in its Investment Accounting Division where he gained exposure to complex financial products (including offshore investment vehicles) and hedge funds and worked closely with some of the world’s largest funds management enterprises.

 
After attaining his Chartered Accountant qualification, Stephen spent two years in London with fund manager, Man Investments. This provided him with experience of complex product structuring, risk and investment systems and large scale funds management.  Stephen initially developed his financial analysis and modelling skills as a research assistant at E.L. & C. Baillieu Stockbroking. Whilst at E.L. & C. Baillieu Stockbroking, Stephen undertook in-depth statistical market modelling based on trend analysis, and provided financial modelling and research assistance for broker research and significant corporate transactions.