MANAGEMENT
Who Runs the Fund?
The team managing and supporting the Conscious Investor® Fund consists of a unique blend of investment experience, dedicated professionalism, business knowledge and number-crunching research skills. It is a hands-on team.
The members of the Capital Allocation Team represent a broad range of experience and skills in business development, hands-on business strategy and operation, business and financial analysis, and mathematical examination of large-scale company databases:
Howard Coleman BSc, OPM
For over 50 years Howard has started and built companies in the areas of consumer finance, education, language and mathematics in Australia, South Africa and the UK.
Howard’s extensive business background and experience means that he has the ability to hone in on the strengths and weaknesses of companies. This particularly applies to identifying their future risks, and the ability and strategies of the board and senior management to deal with them.
He has regularly presented strategic business and financial workshops with a focus on CEOs and senior management of medium sized companies.
Howard is a graduate of the Harvard Owner/President Management Program and completed the Australian Institute of Company Directors’ program for company directors. He is a director of a number of companies and has won many business awards including the prestigious Speaker of The Year Award from The Executive Connection.
Howard is a founding director of Teaminvest and of Conscious Capital.
John Price MSc, PHD
John started his 40-year career as a research mathematician with positions in major universities around the world.
After publishing two books and over 60 papers in peer-reviewed journals in mathematics, physics, and finance, John set a research objective to understand the best investment methods of Benjamin Graham, Warren Buffett, John Burr Williams, Peter Lynch and other leading investors.
He personally programmed, tested, and compared over 30 different stock-valuation methods in his search for the best of the best. This led to the development of Conscious Investor®, which his company has sold around the world for the past eleven years and which is now part of Teaminvest.
It also provided the background and research for his acclaimed book The Conscious Investor® and the establishment of this Fund. Recently John teamed with Howard to publish Finding Wealth Winners® the Teaminvest Way.
To balance and help focus his number crunching, John swims in the ocean every day and practises Transcendental Meditation®.
John is a director of Teaminvest and a founding director of Conscious Capital.
Michael Stewart BA, MBA
Michael studied at the Royal Military College and the University of Queensland culminating in an MBA in economics and marketing. He credits his thirteen years in the Army with giving him a firm foundation in logical decision making for all areas of life.
From running his own company after the Army, Michael gained insight into looking at companies of all sizes from the perspective of an investor and business owner. He is an avid believer in the principles of finding the highest quality companies with the best management to invest for the long term.
Michael is known for his ‘uncommon-sense’, practical investing suggestions and thorough investigation into companies. He is very robust in following the proven philosophy and methodology of the Fund aimed at great returns while minimising risks. When discussing companies for the Fund, Michael brings great focus through his attention on companies he already owns or would be prepared to invest in at a fair price based on future earning’s growth.
When not mulling over investment opportunities, Michael can be found on the hockey field, tennis court and enjoying time his family.
Andrew Coleman
Andrew is a co-founder of Teaminvest Private Group (TIP Group) and is responsible for overall group leadership. Joining in 2012, Andrew has led the establishment of the TIP Group’s Equity and Wealth divisions before successfully recruiting and training his successors. Passionate about the role that education and mentorship plays, Andrew still takes time to facilitate education and advice workshops for major clients in addition to his group leadership role.
Previously, Andrew was an investment banker for a global bulge bracket firm. He holds a B. Econ (Joint Hons Class 1) from the University of Sydney, and is the co-author of ‘Relative Performance Incentives and Price Bubbles in Experimental Asset Markets’ published in the Southern Economic Journal and ‘Building a Wealth Winner by Transferring Knowledge’ available on Amazon.
Sanjee Narendran
Head of Education & Funds Management
Sanjee has over 20 years of Stockbroking and Management experience working for Tier-1 ASX participants. Prior to joining TIP Group he was Executive Director of State One Stockbroking, having direct oversight of 50+ staff including professional Day Traders and Advisors.
Sanjee holds a Bachelor of Business from UWS, Along with accreditations as; Responsible Executive, Equities and Derivatives DTR, Securities and Managed Investments, Accredited Derivatives Advisor levels 1 and 2, Foreign Exchange and Basic Deposit products.
Kevin Robinson BSc, OPM
Kevin has had a career spanning several industries giving him a broad insight and perspective on business. He started out working in Oil and Gas exploration for an international company, moved to software development and implementation where he worked in Australia and Britain. Having gained a degree in business from RMIT University, Kevin then moved to the financial advice industry, first in life insurance, then as a financial advisor.
Having long had an interest in investing, Kevin found himself best suited to a fundamental, long-term investment style. Having decided that, he discovered Dr. Price’s software and, in 2009, joined Teaminvest and has been involved directly in investment since.
When not investing, Kevin can be found engaged in fitness activities, socialising with friends and family, reading, and engaged in a constant quest to learn. Kevin also currently has directorships in: Lusty Tip Trailers, East Coast Traffic Controllers, and a medical research charity.
Sanjee Narendran
Head of Education & Funds Management
Sanjee has over 20 years of Stockbroking and Management experience working for Tier-1 ASX participants. Prior to joining TIP Group he was Executive Director of State One Stockbroking, having direct oversight of 50+ staff including professional Day Traders and Advisors.
Sanjee holds a Bachelor of Business from UWS, Along with accreditations as; Responsible Executive, Equities and Derivatives DTR, Securities and Managed Investments, Accredited Derivatives Advisor levels 1 and 2, Foreign Exchange and Basic Deposit products.
Carol Morley
Head of Operations
Carol has been part of the TIP Group for over 15 years in a wide range of roles from Company/Divisional Accountant to CEO/COO. Prior to working at TIP Group, Carol worked as an external auditor with Price Waterhouse where she gained experience in a range of industries including manufacturing, service providers and, local government.
Carol processes a Bachelor degree in Business with a major in accounting and is a member of the Institute of Chartered Accountants.
Carol prides herself on her ability to understand business operations and the importance of providing great customer service.
General Counsel, Conscious Capital
Anthony is the principal of Launch Advisory, a specialist funds manager adviser delivering cost effective legal and business solutions to fund managers as well as other financial services players – dealer groups, investment platforms, research houses and custody houses – since 2003.
Anthony draws on more than 25 years’ experience in financial services, particularly funds management, including as a financial services partner in the Sydney office of international law firm Baker & McKenzie, and before that at Mallesons Stephen Jacques, to deliver real legal and business solutions in the Sydney but also Melbourne and Brisbane market places.