Profile
Mr. Neale Goldston-Morris is a Senior Investment Analyst at Bennelong Australian Equity Partners Pty Ltd. He is responsible for macro-economic, sector and stock analysis.
He has been in the finance industry for over 37 years, having begun in the markets in 1978.
He joined the firm in March 2013.
He held executive roles with a number of financial institutions including Macquarie Securities Group, Credit Suisse Asset Management and Deutsche Bank.
He was Director and Head of Equity Strategy with Macquarie from 2004 to 2012, where he managed the Equity Strategy Team which was responsible for macroeconomic analysis, bottom-up stock analysis, across-market comparisons, and equity portfolio design and construction.
Many of his early years in the industry, between 1982 and 2002, were spent at Bain & Co/Deutsche Bank where he worked as Analyst, Head of Research and Head of Equity Strategy.
He has an MBA from the AGSM/University of NSW.
Neale Goldston-Morris active positions
| Companies | Position | Start |
|---|---|---|
Bennelong Australian Equity Partners Pty Ltd.
Bennelong Australian Equity Partners Pty Ltd. Investment ManagersFinance BAEP’s investment process is focused on a very extensive program of company meetings and other industry contact. The process is designed to derive proprietary insights, with differentiated views on the future prospects of potential investments. The investment process follows five key stages: initial quality screen, idea generation, stock picking, portfolio construction and ongoing portfolio optimization. BAEP’s investment style is core quality. The firm’s team targets high quality companies with strong growth prospects as they believe that these types of companies offer the best long-term returns, in particular through the growth in shareholder value over time, and with lower risk. | Analyst-Equity | 01/03/2013 |
Former positions of Neale Goldston-Morris
| Companies | Position | End |
|---|---|---|
Macquarie Securities (Australia) Ltd.
Macquarie Securities (Australia) Ltd. Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | 01/03/2013 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Macquarie Securities (Australia) Ltd.
Macquarie Securities (Australia) Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bennelong Australian Equity Partners Pty Ltd.
Bennelong Australian Equity Partners Pty Ltd. Investment ManagersFinance BAEP’s investment process is focused on a very extensive program of company meetings and other industry contact. The process is designed to derive proprietary insights, with differentiated views on the future prospects of potential investments. The investment process follows five key stages: initial quality screen, idea generation, stock picking, portfolio construction and ongoing portfolio optimization. BAEP’s investment style is core quality. The firm’s team targets high quality companies with strong growth prospects as they believe that these types of companies offer the best long-term returns, in particular through the growth in shareholder value over time, and with lower risk. | Finance |
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