Geoffrey Levy AO (Chairman)
Geoff chairs the Investment Committee of the Fund and is widely recognised as a successful investor in both listed and unlisted equity investments. Geoff worked closely with James Williamson (see below) at Investec Bank (Australia) Limited including on the Investment Committee of the Investec Australian Equity Fund. During a period of almost four years the fund reported substantial outperformance relative to its benchmark, including successfully navigating its way through the Global Financial Crisis. Prior to this James reported directly to Geoff in his capacity as Executive Chairman of Investec Bank (Australia) Limited, where over a period of two years Geoff and James developed their highly successful relationship generating outstanding returns in listed equities.
Geoff is co-founder and Chairman of Monash Private Capital. He is the non-executive deputy chairman of Investec Bank (Australia) Limited and was until the beginning of 2008 Executive Chairman and prior to that CEO of Investec Bank (Australia) Limited. In addition, he is currently the non-executive Chairman of ASX listed companies, Specialty Fashion Group Limited and Cromwell Property Group Limited. Geoff recently chaired the NSW Government Property Asset Utilisation Taskforce.
Geoff has a Bachelor of Commerce and a Bachelor of Laws and is a Senior Fellow of FINSIA and a Fellow of the Institute of Company Directors.
Geoff was appointed an Officer of the Order of Australia in the Queen's Birthday Honours List in 2005.
In past years, Geoff's ASX listed company directorships included Rebel Sport Limited, Mirvac Group Limited, Freedom Furniture Limited, STW Group Limited and Ten Holdings Limited. Geoff was a principal of a boutique investment and advisory firm, Wentworth Associates alongside David Gonski and Richard Longes. He was formerly a partner of the law firm now known as Herbert Smith Freehills.
James Williamson (Fund Manager)
James has approximately 20 years experience in financial markets. Between 2008 and 2012, James was Portfolio Manager of the Investec Australian Equity Fund and a member of the fund's investment committee alongside Geoff Levy. Over this period the fund increased 26.1%, compared with the S&P/ASX 300 Accumulation Index (fund's benchmark), which declined by 7.2%. Whilst at Investec Bank (Australia) Limited and prior to inception of the Investec Australian Equity Fund, James and Geoff developed a highly successful investment process generating outstanding returns in listed equities in the Direct Investments division of Investec Bank (Australia) Limited.
Prior to the inception of the Wentworth Williamson Fund, James worked from April 2012 until August 2013 for Allan Gray Australia Pty Ltd, one of Australia's largest value fund managers.
Prior to joining Investec Bank (Australia) Limited, James headed a sector research team at Société Générale London. He was recognised as a leading independently rated Pan European equity research analyst, including one of the few analysts to be rated in the top 10 in a major Pan European sector in the first year of full coverage. Prior to this, James headed a sector research team at Société Générale based in Johannesburg.
James has a Bachelor of Commerce, a Graduate Diploma of the Securities Institute of Australia and is a Senior Associate of FINSIA.
Adam Congiusta (Investment Analyst)
Adam joined Wentworth Williamson in early 2015 as an Investment Analyst. Prior to this, Adam worked at van Eyk Research as a Research Analyst, where he assessed some of the largest fund managers in the country and reviewed their investment philosophy and process. It was during this time that Adam discovered his passion for value investing which ultimately led to his employment at Wentworth Williamson. Adam graduated with a Bachelor of Commerce from the University of Sydney, majoring in Finance and Quantitative Business Analysis.
Martin Marais (Investment Analyst)
Martin joined Wentworth Williamson in 2016 as an equity analyst. Prior to this he worked in Switzerland and London at Stonehage Fleming, the largest global independent family office. Here he reviewed the investments of high net worth clients and also researched global stocks at the equity fund. Martin has had a passion for investing from an early age, coming from a family with a long history of value investing. He graduated from Macquarie University with a Bachelor of Commerce and Applied Finance, majoring in Accounting.
Joey Fridman (Non-executive Director)
Joey founded Monash Private Capital and has been integrally involved in all aspects of the business since its inception. Joey is a director of various Monash related companies, including Alleasing Group, Wentworth Williamson Fund, Our Innovation Fund, OurCrowd Australia and ASX listed MOQ Limited.
Joey was previously Chief Financial Officer of Investec Bank (Australia) Limited, where he also chaired the bank’s Investment Committee, had oversight for strategy and internal acquisitions, and was involved in a number of its funds management activities. Prior to his role as CFO, Joey was one of the founding members of the bank’s investment banking division working across a range of private equity and corporate clients on mergers, acquisitions, privatisations, capital raisings and strategic advice.
Joey is a Chartered Accountant and holds an MBA from AGSM.