Contact Asset Management is the Investment Manager for BKI.
In 2016, BKI externalised the management responsibilities to Contact Asset Management. Contact charges BKI a flat 0.10% management fee of BKI’s total assets per annum and does not charge a performance fee.
Contact Asset Management was established in 2016 and is fully owned by Tom Millner (40%), Will Culbert (40%) and Washington H. Soul Pattinson (20%). Prior to the establishment of Contact, Tom and Will had a long established track record of managing BKI holding the roles of CEO and Portfolio Manager of BKI.
The Investment Manager
Rob has over 35 years’ experience in the investment industry.
Rob’s current company directorships include Washington H Soul Pattinson & Company Limited since 1984 and Chairman since 1998 a period which has seen the market capitalisation grow from circa $700 million to circa $5 billion today, TPG Telecom (since 2000), Brickworks Limited (since 1997, Chairman since 1999), New Hope Corporation (since 1995, Chairman since 1998), Australian Pharmaceutical Industries (since 2000), BKI Investment Company (since 2003, Chairman since 2003) and Milton Corporation (since 1998, Chairman since 2002).
Director and Portfolio Manager
B.Des (Industrial), GDipAppFin, F Fin, GAICD
Tom has 17 years’ experience in investment markets. Prior to the establishment of Contact Asset Management, Tom was Chief Executive Officer of BKI Investment Company from 2008 to 2016 – a period in which total assets grew from $440 million to almost $1 billion.
Tom holds a Bachelor of Industrial Design from the University of Newcastle, a Graduate Diploma in Applied Finance and Investment and is a Graduate of the Australian Institute of Company Directors.
Current directorships include Washington H Soul Pattinson and Company Limited (since 2011) and New Hope Corporation Limited (since 2015).
Director and Portfolio Manager
B.Bus, MCom, GDipAppFin, F Fin, GAICD
Will has 20 years’ experience in the funds management industry in Australia and the UK. Prior to the establishment of Contact Asset Management in 2016, Will was Portfolio Manager for BKI Investment Company for 3 years. Will spent 11 years with Invesco Asset Management (formerly Concord Capital Pty Ltd) as an Equity Analyst and Portfolio Manager. He has also worked for the Bank of New York and Challenger Group.
Will holds a Bachelor of Business, a Graduate Diploma of Applied Finance & Investment and a Masters of Commerce from the University of New South Wales. He is also a Graduate of the Australian Institute of Company Directors.
Senior Investment Analyst
BEc, MEc, GradDipTax
Rodney joined Contact in 2019 as a Senior Investment Analyst. Prior to joining Contact, Rodney worked at Moelis Investment Bank on the Sales Trading desk. Rodney spent 6 years as Head of Finance at both Woolworths and Coles. Further experience has been the Principal Financial Analyst for NSW Treasury as well as roles at ALDI, Ernst & Young and the Australian Taxation Office.
Rodney holds a Bachelor of Economics from the University of Sydney, Masters of Economics from Macquarie University, Diploma in Taxation from the University of NSW.
BEc, MEc, GradDipTax
Jared joined Contact in 2019 as an Investment Analyst. Prior to joining Contact, Jared spent nine years at Colonial First State. Whilst at Colonial Jared had various roles across client services and distribution including Account Manager and Business Development Associate. Most recently Jared was an Investment Specialist looking after the sales and marketing efforts for two managed funds.
Jared holds a Bachelor of Commerce majoring in Accounting and Finance from Notre Dame, Sydney and is a CFA Charter Holder.
Jovana joined Contact in 2017 as an Investment Analyst. Prior to joining Contact, Jovana spent three years at Pitcher Partners. Whilst at Pitchers, Jovana was an Accountant and Senior Auditor in the audit and advisory team working across an array of clients and sectors including financial services, not-for-profit, automotive and public as well as the role of Analyst working in the mergers and acquisitions team.
Jovana holds a Bachelor of Business majoring in Finance and Accounting from University of Technology, Sydney.
Charlie joined Contact in 2019 as an Equities Dealer/Investment Analyst. Prior to Contact, Charlie spent 6 years at Perpetual where most recently was a dealer for their Australian and Global equity teams. Prior to Perpetual Charlie worked at Pulse Markets as a Client Advisor and also AJ Lucas Group as a Business Analyst.
Charlie holds a holds a Bachelor of Commerce majoring in Finance and Commercial Law from the University of Sydney.
B. Com, CFA
Jaime joined Contact in 2016 as Company Secretary. Jaime is a Chartered Accountant with over 20 years’ experience in both professional practice and in senior commercial roles across a broad range of industries.
Jaime is also currently Company Secretary of BKI Investment Company (ASX:BKI), Quick Steps Holdings (ASX:QHL) and URB Investments (ASX:URB), and is Company Secretary and CFO of a number of unlisted investments and industrial companies.