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Investment team
- John Zavone, Senior Portfolio Manager
- Steve Hafey, Portfolio Manager
- Matthew Hopkins, Portfolio Manager
- Kathryn Le, Portfolio Manager, Investment Solutions
- Alexson Lee, Portfolio Manager, Investment Solutions
- Marie Tsang, Assistant Portfolio Manager/ Analyst
John Zavone, FIAA, BEc
John has leadership responsibility for the Investment Solutions Team, having been appointed to this role in late 2009. Funds developed and managed by the team cover approximately A$5 billion in asset value and are run for both internal and external clients.
John has 18 years financial industry experience, 14 of which have involved portfolio management responsibilities within AMP Capital. These responsibilities have included management of global multi-manager funds, development and management of structured products and derivative overlays, and Active Quant equities research and management. Currently John is also Senior Portfolio of the Total Return Fund, a $1bn fund of hedge funds.
Steve Hafey, BEc (Hons), AIAA, ASIA, DipTA (ATAA)
Steve is jointly responsible for managing the international overlay and alpha strategies run by the team. Steve has a deep experience with alpha-generating strategies within AMP Capital. Prior to assuming his current role in 2008, Steve was on on a 12-month secondment from the Multi-Strategy Team, to identify and exploit new sources of alpha using derivatives.
Steve's previous role was Head of Enhanced Funds (Equities) where he was responsible for the Enhanced and Absolute Return Team, including portfolio management, client servicing and business development. The Enhanced strategies focused on alpha sources from corporate and liquidity events in equities. In earlier roles with AMP Capital and AMP Limited, Steve built extensive quantitative experience, mainly in the areas of market valuation and pricing analysis, and actuarial cash flow projection.
Matthew Hopkins, B Com (Acc and Fin), ASIA, CFA
Matthew is a portfolio manager for the Total Return Fund, a $1bn fund of hedge funds, as well as being primarily responsible for the development of the Multi-Asset Group's newest techniques in balanced fund management, including the packaging of optimal alpha and beta portfolios. Matthew was appointed to the team in late 2009, after holding his current position within AMP capital Investors since July 2001.
Previous responsibilities have including developing the market risk capability of AMP Capital Investors, specifically working on the Market Risk analysis for senior management, integrating the analysis into decision making, and developing system capability to best practice. Matthew started with AMP Capital in 1988 and has held a wide range of positions in that time including Divisional Director - Investment Risk (Research and Strategy, Henderson Global Investors, London) and Head of Portfolio Analytics (UK Equities, AMP Asset Management, London).
Kathryn Le, BAcc, CFA
Kathryn joined the team in 2004 and is primarily responsible for the management of the domestic structured and alpha strategies. Prior to her current role, Kathryn was an Analyst within the Investment Analytics team of AMP Capital, focused on performance analytics, performance attribution, and quantitative and competitor analysis.
Before joining AMP Capital in 2002, Kathryn worked with Qantas as an Internal Auditor, where she conducted operational audits of processes and risk areas of various Qantas departments, and developed and maintained new revenue accounting systems.
Alexson Lee, BCom (Hons)
Alexson is jointly responsible for managing the international overlay and strategies run by the team. He commenced at AMP Capital in June 2006.
Prior to joining AMP Capital Investors, Alexson worked with Westpac Banking Corporation as an Equity Derivative Trader, involved in market making, hedging and risk management of Westpac equity warrants. Before that, he worked as a Quantitative Analyst and a Risk Analyst within Westpac.
Marie Tsang, BVSc, MActSt
Marie primarily assists in the management of the domestic structured and alpha strategies, as well as Asian structured products.
Prior to her appointment in 2008, Marie was an analyst in the Investment Analytics team, monitoring performance and attribution, and conducting research on asset allocation competitor analysis. Marie joined AMP Capital in 2006, having graduated from UNSW with a Masters of Actuarial Studies degree.
