RARE's Management Team oversees the implementation of the strategic direction and long-term sustainability of the firm. Key decisions relating to our organisation are determined at this level.
Co-Founder, Senior Portfolio Manager
As a Co-Founder and Senior Portfolio Manager, Richard is a member of RARE’s Management and Investment Leadership Team and is responsible for the management of RARE’s Australian operations. As a member of the Investment Leadership Team, Richard is responsible for the governance and management of the investment team and the investment process. As a Senior Portfolio Manager, Richard is a member of the investment committees responsible for the investment performance across RARE’s Value and Emerging Market strategies.
Prior to founding RARE in 2006, Richard spent 19 years in the global infrastructure sector, including five years as Head of Power and Joint Head of Infrastructure at UBS Investment Bank. Highlights of Richard’s career include being part of the advisory team on the privatisation of the UK / Scottish and New Zealand Telecom, as well as team leader on the privatisation of major Australian airports in Sydney, Melbourne and Brisbane. Richard holds a Bachelor of Commerce from the University of New South Wales and is a member of the Institute of Chartered Accountants.
Co-Founder, Senior Portfolio Manager
As a Co-Founder and Senior Portfolio Manager, Nick is a member of RARE’s Management and Investment Leadership Team and is responsible for the management of RARE’s Australian operations. As a member of the Investment Leadership Team, Nick is responsible for the governance and management of the investment team and the investment process. As a Senior Portfolio Manager, Nick is a member of the investment committees responsible for the investment performance across RARE’s Value, Income and Emerging Market strategies.
Prior to founding RARE in 2006, Nick spent 11 years in the infrastructure sector including four years as a Principal of AMP Capital’s Infrastructure Funds Management team, where he was also the CFO of DUET, an ASX-listed investment trust with AUD 5 billion in electricity and gas assets. Nick also spent two years with UBS in New York and, prior to that, worked with ABN AMRO in Sydney to provide advice across various infrastructure sectors such as communications, multi-utilities and transport. Nick holds a Bachelor of Laws and a Bachelor of Commerce from the University of Auckland.
Head of Legal, Risk & Compliance, Company Secretary
As Head of Legal, Risk & Compliance, Annette is responsible for providing legal, regulatory and risk management advice, guidance and implementation across RARE’s global business. Annette is also the Company Secretary for the RARE Group.
Prior to joining RARE, Annette was the Global Head of Legal & Compliance and Group Company Secretary for a global proprietary trading firm with a strong focus on quantitative trading and market-making. Annette spent ten years at Credit Suisse, including in her role as Head of Legal & Compliance – Asia, and Group Company Secretary for Credit Suisse Asset Management Australia (CSAMA). CSAMA was a Responsible Entity, Responsible Superannuation Entity and investment manager across a broad range of strategies, with global institutional and retail clients, including mutual funds, in the United States.
Prior to CSAMA, Annette worked with the regulator, ASIC, for 6 years, in a number of roles including Corporate Investigator, ASIC Delegate and Special Adviser to the ASIC Chairman. Annette holds a Master of Laws from the University of Sydney, a Graduate Diploma in Legal Practice (College of Law) and a Diploma in Law from the Legal Practitioners Admission Board. Annette is also appointed as a Notary Public in NSW and a Member of the Australian Institute of Company Directors.
Senior Portfolio Manager
As a Senior Portfolio Manager, Shane is a member of RARE’s Management and Investment Leadership Teams and the investment committees responsible for the performance of RARE’s Value and Income strategies. He also has research responsibility for North American securities.
Prior to joining RARE in 2010, Shane was Director, Infrastructure Securities at Hastings Funds Management, where he created the Hastings Global Infrastructure Securities Fund. Shane’s role included recruiting and managing the Infrastructure Securities investment team, and developing its investment process and portfolio construction framework. Shane has also held portfolio management and investment analyst roles at Tribeca Investment Partners and AMP Capital Investors. Shane has a Bachelor of Business from the University of Technology and a Masters of Commerce (Advanced Finance) from the University of New South Wales.
Senior Portfolio Manager
As Senior Portfolio Manager Charles is a member of RARE’s Management and Investment Leadership Team and the investment committees responsible for the performance of RARE’s Value, Emerging Market and Index Strategies. He also has, research responsibility for Asian stocks, Middle East Transport and Central and South American Transport.
Prior to joining RARE in 2010, Charles was Director and Senior Analyst, Global Infrastructure Securities at AMP Capital where he oversaw all research and analysis across Asia, including Japan. Charles has also held Portfolio Management and Investment Analyst roles within infrastructure at Hastings Funds Management, Challenger Financial Services Group and again at AMP Capital Investors, where he was responsible for managing the Infrastructure and Utilities and Transport sectors within AMP’s Australian equity portfolios. Charles holds a Bachelor of Economics from the University of Western Sydney.
Global Head of Distribution
Matt is Head of Global Distribution and a member of RARE’s management team, responsible for the global sales and product strategy. He has 20 years industry experience, including more than 10 years’ working with real asset strategies encompassing both listed and unlisted investing.
Matt joined RARE in 2012 where he, along with his team, focuses purely on listed infrastructure strategies dealing with institutions, consultants and advice markets globally.
He has a Master’s in Business (Finance) from the University of Technology Sydney.