Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed more than $10bn invested in international shares. Alexander also spent five years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.
He holds a Bachelor of Commerce degree from The University of Sydney and a Masters in Applied Finance & Investment from the Financial Services Institute of Australasia.
Alexander is based in Milford’s Sydney office.
Alex Whight, Portfolio Manager of Milford’s Global Opportunities Fund, chats to Equity Mates’ Basis Points about Milford’s active approach to investing, and navigating uncertain times.
2022 has seen equity markets give back much of the gain investors enjoyed in 2021. The MSCI World Index (in US$) is down 18% year-to-date to a level last seen in late 2020. Meanwhile, over 5 years the index has gained 6% p.a. which is close to the CAGR achieved in the past 50 years. […]
A high quality industrial company you may never have heard of AMETEK is a US listed, differentiated global industrial conglomerate. A first-rate management team employs a decentralised operating model that has delivered standout growth and returns. It is a collection of giants-in-niches, operating businesses with leadership positions in markets where it can leverage superior scale […]
Profiting from Management Spin? Opportunities presented by corporate demergers
Breaking up is hard to do. But that is the journey on which many well-known corporate conglomerates have embarked in recent years. In one week in November 2021, the quintessential American conglomerate, General Electric, alongside health care behemoth Johnson & Johnson and Japan’s very own Toshiba all […]
End of content
No more pages to load
Subscribe to weekly insights from our investment experts
