Portfolio Construction

Steven Semczyszyn joined JCP as a Research Analyst in September 1999. Currently working as a Senior Portfolio Manager as part of the portfolio construction team, he is responsible for the management of client portfolios. Steven's main objective is to deliver positive excess returns for client portfolios by setting portfolio weights using risk and return inputs from the research teams and JCP's portfolio optimiser, and also critically reviewing the inputs from the research team for top 20 to 30 portfolio risk positions. Prior to joining JCP, Steven worked as a Financial Analyst - Asset Consulting for Towers Perrin, where he provided strategic and technical advice to trustees and organisations to enhance the investment decision making process. Steven was also a member of the Australian shares research team. Steven has completed a Bachelor of Commerce and Science, majoring in Finance/Statistics at the University of Melbourne and a Master of Applied Finance at Macquarie University.

 

Michael Fitzsimmons is the Managing Director and Chief Investment Officer of JCP Investment Partners [JCP].  Michael's current responsibilities include: (1) client portfolio management; (2) managing the investment team; (3) investment process development; and (4) business development and client service.  Michael has worked in institutional funds management for over 20 years, starting in 1987 with National Mutual's Investment Division.  In 1989, he moved to ANZ Funds Trustees, initially as an Equity Analyst, and later as their Equity Portfolio Manager.  In 1992, ANZ Trustees merged with ANZ Funds Management and Michael took on the role of Quantitative Manager - Australian Equities.  In 1995, he progressed to Research Manager, then to Research/Portfolio Manager in early 1997, and then to Head of Australian Equities at the end of 1997 until leaving in December 1998 to set up JCP Investment Partners.  Michael has a Bachelor of Business with majors in Accounting and Economics and is a Fellow of the Securities Institute of Australia.

 

Wesley Campbell joined JCP in August 2001 as a Dealer and was promoted to Senior Dealer/Portfolio Manager in 2008. In 2010 Wes transitioned to the Head of Institutional Business role. While Wes is responsible for leading JCP's business development team, he retains his position within the Portfolio Construction Team. As part of our Portfolio Construction Team, he is responsible for market input into portfolio construction. Prior to joining JCP, Wes was at Macquarie Bank where he joined as a graduate and worked for three years, primarily in the Equities Lending Division. Wes has completed a Bachelor of Business Degree, majoring in Banking and Finance at  Monash University and a Master of Applied Finance at the Securities Institute of Australia.

 

Paul Turnbull joined JCP as a Research Analyst in February 2002 and was promoted to Senior Analyst in October 2005. In his analyst roles at JCP, Paul covered a number of sectors: financials including banks and general insurance and industrial stocks including consumer discretionary, consumer staples, infrastructure and healthcare services. In January 2010 Paul moved into the Portfolio Construction Team in the Head of Research role. As part of our Portfolio Construction Team, he is responsible for industry and stock input into portfolio construction, all research team output, and developing new investment ideas within the research teams.  Prior to joining JCP, Paul worked as a Company Analyst for JP Morgan Securities (NZ). Paul has completed a Bachelor of Commerce with Honours from Massey University (NZ).

 

Joel joined JCP as a Senior Dealer in January 2010. As part of our Portfolio Construction Team, he is responsible for market input into portfolio construction and the implementation of market transactions. Joel has joined JCP from Alpha Investment Management where he worked as the Head of Dealing and Execution/Analyst.

As Senior Dealer, Joel is responsible for dealing in stocks and share price index futures on all client accounts using JCP's dealing process, providing market intelligence to the Portfolio Construction and the Research Teams and overall management of broker relationships. Joel has completed a Bachelor of Commerce Degree, majoring in Finance and Actuarial studies at Melbourne University.