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:
Recently, Howard and John teamed up to publish Finding Wealth Winners the TeamInvest Way, a collection of articles they have written over the past decade.
Stephen has over 35 years’ experience in the financial services, funds management, private equity and accounting fields.
He has held Director positions with Investec Funds Management and the Australian subsidiary of US based fund manager Sanford C. Bernstein. Prior to that he was National Director, Financial Services for BDO, Chartered Accountants.
Stephen has held directorships and consulting positions with listed and unlisted companies both in Australia and overseas. He is currently Chairman of two other Public companies, NobleOak Life Ltd, and Incentiapay Limited (ASX listed). Stephen is a founding director of Conscious Capital Limited.
For over 30 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 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.
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 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.
Board and marketing
For over 30 years Mark has started, built and sold companies in the areas of retail, sales, marketing and loyalty programs in Australia and Asia. Mark’s company has built pro-cessing infrastructure in Hong Kong and Australia. For instance, he designed, set up and managed 26 credit-card reward programs for banks including ANZ, Westpac, HSBC Hong Kong, and GE Capital.
Currently his company processes over 4 million MasterCard accounts for programs including Coles and Harvey Norman.
This extensive background gives him a unique hands-on understanding of marketing IT-based services. When not analysing businesses, Mark can be found playing competitive tennis, trekking in Nepal or ice climbing in New Zealand.
Mark is a founding director of Teaminvest and Teaminvest Private.
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.