Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar.
Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.
One of our fundamental beliefs at Milford is coupling our top-down macro view with on the ground bottom-up research. It’s an investment philosophy which over time has generated market leading risk adjusted returns in both up and down markets. It’s this reason why I was thrilled to be boarding QF11 bound for New York a […]
Over the past few years, there is no doubt that the technology sector has prioritised revenue growth over margin expansion. This was particularly apparent during COVID with incredibly strong top line revenue growth supported by the stimulus surge. To satisfy this demand the tech space went on a hiring spree. Amazon’s workforce nearly doubled to […]
Updated: April 2022
As Portfolio Manager of the Milford Dynamic Fund my focus is on smaller companies, and one of the consistent themes I’ve witnessed over the years is that founder-led, family-linked or employee-owned businesses often have an exceptional track record of outperformance. In August last year we analysed the performance of these businesses against the […]
In May this year I wrote a blog about buoyant conditions being a major catalyst which encourages a migration of private companies to the public markets. The strong Initial Public Offering (IPO) procession in the beginning of the year has since turned into a deluge as investors hunt for growth in a low interest rate […]
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