The Renaissance Smaller Companies team comprises 7 professionals, 6 of whom are investment specialists. The two principals have worked together for over 23 years specialising in ASX listed smaller companies. In total the investment team has over 90 years of investment experience, predominantly in Australian small cap markets. This depth of experience, disciplined investment process and our dedication to always putting clients’ interests first is the cornerstone of our success
David has over 27 years’ experience managing, analysing and researching smaller companies listed on the Australian Stock Exchange. In 1990 he joined Rothschild Australian Asset Management as a Research Assistant moving to a Smaller Companies Analyst role in the same year. In 1999 he was promoted to Director, Head of Smaller Companies, a position he held until he formed Renaissance Smaller Companies in 2003.
Glen has over 19 years’ experience managing, analysing and researching smaller companies listed on the Australian Stock Exchange, and a further 2 years’ experience managing international equities. In 1996 he joined Rothschild as Manager, Accounting and Portfolio Administration, before moving to the International Equities team as a Portfolio Manager in 1998. In 1999 he moved to the Small Caps team working as a Small Companies Analyst under David Fleming, until 2003 when they formed Renaissance Smaller Companies.
Stuart joined Renaissance in 2006, having come from BT Financial Group where he was Head of Institutional Business. Stuart also worked with David and Glen at Rothschild as Portfolio Manager Resources from 1996 to 2002. Prior to this he was a Resources Analyst with stockbroker BZW Equities for three years, and before this a Geophysicist with Geoterrex for nine years. Stuart has over 24 years of investment management experience.
Michael has 12 years of operational, management and investment experience across Oil and Gas, Private Equity and Equities Markets. Michael started his career with Schlumberger in Europe before moving back to Australia to work for Woodside Energy and Private Equity. Most recently he was employed by Euroz Securities as a Director and Equity Research Analyst. Michael also lends his time to the University of NSW and the University of Adelaide as a Lecturer and Honours Supervisor. He joined the Renaissance team in 2016.
Chris joined the Renaissance team in 2014, bringing with him over 19 years’ experience in equities dealing. He is responsible for trading the equities held within the Renaissance portfolios. Chris spent 14 years with Citigroup Global Markets as Director, Sales Trading. Chris has also worked with Bank of America Merrill Lynch, on the Sales Trading Desk and most recently was with Strategic Capital Management as Director, Execution & Portfolio Management.
Sheldon joined Renaissance in 2014. Prior to this he spent 10 years with boutique fund incubator Treasury Group and a number of its boutiques, including 6 years as General Manager with Treasury Asia Asset Management, and 2 years as Head of Retail with Orion Asset Management. Sheldon has over 27 years’ experience in the investment industry, covering superannuation, custody and funds management.
Alex joined the Renaissance team in November 2018. Prior to this he worked as an ESG analyst at CAER which is now part of the Institutional Shareholder Services (ISS) group. He also completed an internship in the risk assurance division of PwC Canberra. Alex holds a Bachelor of Commerce and a Bachelor of Science from the Australian National University and has passed level 1 of the CFA program.