Team

The manager, Westoz Funds Management Pty Ltd has three full time employees:

Mr Philip Rees

Mr Rees is Executive Chairman of the Manager, sits on its Investment Committee and is responsible for the operation and development of the Manager’s business.

Mr Rees has worked in a range of roles focussed on Australian investment markets since 1987.  He was the Director of Investments with the Government Employees Superannuation Board in Western Australia for a 6 year period to September 2000.  During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets.

Prior to this period, Mr Rees was involved in the management of an Australian equity portfolio with Suncorp and in the analysis of equities for a stockbroker focussed on servicing the Australian institutional market.

Mr Rees has also been involved as Chief Investment Officer of a listed pooled development fund and has managed a number of successful venture capital investments.

Mr Rees has a Bachelor of Commerce Degree and is a Chartered Financial Analyst.  He is also a Fellow of the Securities Institute of Australia, a Certified Practicing Accountant and a Fellow of the Chartered Institute of Secretaries.

Mr Rees also acts as an Executive Director and Company Secretary of Ozgrowth Limited and Westoz Investment Company Limited.

Woods facing left

Mr Dermot Woods

Is an Executive Director of the Manager and is responsible for sourcing, analysing and implementing investment ideas.  He is a member of the Manager’s Investment Committee.

Mr Woods has over fifteen years of investment experience in international equity markets as an equity analyst and a portfolio manager. Prior to joining Westoz Funds Management, Mr Woods was an industrial equity analyst with Euroz Securities. Prior to joining Euroz, Mr Woods was an institutional stockbroker for Merrion Capital in Dublin. Mr Woods commenced his investment career as a portfolio manager with HSBC Asset Management in London where he specialised in European equities.

Mr Woods holds a Bachelor of Commerce Degree in Accounting and Business from Edinburgh University and has completed the Chartered Financial Analyst (CFA) program and been awarded the CFA designation.

 

 

 

 054 20170510 Euroz Lake

 Mr Julian Lake

Mr Lake is an Associate Analyst with the manager.  

He is a qualified Chartered Accountant and holds a Bachelor of Commerce from the University of Western Australia, majoring in Corporate Finance and Financial Accounting. Prior to joining Westoz Funds Management, Julian was an industrial equity analyst with Euroz Securities. Prior to joining Euroz, Julian worked as a consultant at FTI Consulting and gained experience in the restructuring division at PPB Advisory.

   

 

The manager has an Investment Committee which considers suitable investments.  It currently consists of:

  • Mr Jay Hughes;
  • Mr Philip Rees; and
  • Mr Dermot Woods