BUSINESS OVERVIEW


First Guardian works closely with investors and businesses alike, that are looking to achieve sustainable growth in the Asia Pacific region in order to enhance and maximise long-term value and wealth creation. We have consistently based our investment decisions on thorough research and sound risk management, assuming a long-term view, focusing on achieving responsible capital growth.

Our mission is to enable our clients to achieve their financial objectives through superior investment returns and solutions. We do this through offering a compact, client-oriented range of responsible, actively-managed investment strategies, all underpinned by our proprietary process. Our product range includes equity funds, real asset investments, private equity and structured products. As we are a pure play asset manager, we do not have the distractions of offering other financial services such as banking or insurance. Investing and advising is our sole focus.

We have a relationship-driven philosophy for working with our clients. By providing intelligent, relevant and ongoing support and advice we become their trusted advisor.

OUR TEAM

Simon Selimaj

Executive Chairman, Chief Investment Officer

B.Bus, Dip SIA, Dip BA, ISFA

Simon is a co-founder and Director of First Guardian Capital, and is the Chief Investment Officer. Simon has over 30 years investment experience. He has specialised skills in equities research, ethical and socially responsible investment, and macroeconomic analysis.

Simon has developed the First Guardian Capital’s Multi-Strategy Investment Matrix model which we apply across all our investment strategies. Simon’s extensive experience as a portfolio manager was gained initially at Trust Company and Colonial Mutual. While at Colonial, Simon managed global equities portfolios for institutional clients. Simon was also an Investment Manager at one of Asia’s largest hedge funds, based in Tokyo, managing portfolios of over $7 billion across the Asia Pacific region.

David Anderson

CEO, Managing Director

B.Com (Melb), Dip SIA, M.App.Fin

David is a co-founder of First Guardian Capital. He brings over 15 years of Investment Management and commercial experience to the firm. He is jointly responsible for the management of First Guardian’s investment portfolios, and is responsible for implementing the Firm’s business strategy across Australia and Asia. As a fluent speaker of Mandarin Chinese and Indonesian, David has established strong business links across the Asian region, covering corporate advisory, capital raising and managing equity and direct asset portfolios for global investors.

Prior to establishing First Guardian Group, David gained extensive experience within top tier global investment managers. David managed equities at UBS Global Asset Management, where he worked for 7 years, holding roles focused on research and investment management. David also spent 5 years at Goldman Sachs JBWere Asset Management, working primarily as a Senior Investment Analyst.

Craig Mackieson

Managing Director / Corporate Finance

B.Sc (Melb), PGDipFin (Melb), GradDip AppFin (SIA), Fellow FINSIA, MAICD

Craig has over 17 years of Investment Banking and Corporate Finance experience across Corporate Advisory, Project and Structured Finance, Principal Finance, Mergers and Acquisitions, Valuations and has worked on a geographically diverse range of transactions. He has had extensive experience in corporate finance origination and execution. Over the years, Craig’s experience has included working for ANZ Investment Bank, Société Générale Corporate and Investment Bank and KPMG Corporate Finance. He was appointed as Chairman of Imunexus in July 2016 and is a Non-Executive Director of LittleStay.

Craig’s successful mandates include arranging and underwriting of large infrastructure, power and utility, energy and natural resource and property projects. His experience extends across multiple industries and all Project Finance sectors globally, gained in both equity and debt (credit and origination) functions. Craig has had involvement in the B20 global Taskforces for Infrastructure and SMEs, and was invited to present as an expert panellist on the financing of major infrastructure projects at the B20 Summit in November 2015 (Turkey).

He has a Bachelor of Science and a Postgraduate Diploma in Finance from the University of Melbourne and a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australia. He is a Fellow of FINSIA, Authorised Representative of the AFSL and a Member of the Australian Institute of Company Directors.

Gavin Loduwick

Managing Director / Corporate Finance

B.Com (Eco & Fin), M.Bus (Corp Fin) FINSIA

Gavin has over 14 years of experience in finance and risk management. He specialised in advising and structuring Financial Markets and Treasury Management products for institutions and proprietary companies. Gavin’s Risk Management experience addressed risk at an enterprise, business-specific and prudential risk level. He advised listed and private companies in strategy formulation and development, assisting those businesses to achieve commercial outcomes and in seeking funding in various forms to support those requirements.

Gavin has worked in Institutional banking in structured products and group funding developing complex structured products applying various types of financial instruments linked to the issue of European Medium Term Notes.

John M Selimi

Legal Counsel Advisor

B.Law, B.Eco

Mr Selimi has practised principally in commercial litigation, mediation, arbitration, corporations law and securities malpractice, corporate governance and compliance.

Mr Selimi successfully appeared as Counsel for the investor in the landmark case of Ali v. Hartley Poynton in the Supreme Court of Victoria and the Victorian Court of Appeal. He has specialised experience and knowledge of the securities industry in Australia and has acted for numerous investors in the securities industry.

Mandy Fu

Investment Analyst

Mandy's focus is on investment research and analysis, covering project feasibility and financial modelling. Before she joined First Guardian Capital, Mandy worked with PwC in Assurance Service, providing professional service to a range of clients from construction and property development industries.

Mandy has advanced skills in industrial design, which she applies when reviewing project plans for potential investment. She speaks fluent mandarin and has a Master of Management Accounting degree from the University of Melbourne. Mandy is an Affiliate Member of ACCA, a leading global body for professional accountants. Her additional skills include project management and financial reporting.

Jeremy Foo

Investment Analyst

Jeremy's background includes work in scientific research and technology, manufacturing and Not-for-profit sectors. Before he joined First Guardian Group, he worked as project consultant for a Not-for-profit, where he applied his chemical engineering expertise to uncover opportunities for the Australian recycling industry. He is multilingual, and holds a Bachelor of Commerce (Accounting) and a Bachelor of Engineering Honours (Chemical Engineering) from Monash University.

With a background of two distinct fields and a widespread experience across different sectors, Jeremy brings a different approach to his work, and was awarded first runner-up for the best Chemical Engineering design project in Melbourne whilst in university. His skills include financial modelling, project management and presentation.

Tim Young

Investment Analyst

Tim's responsibilities encompass research, analysis and project management, with advanced abilities in synthesising information and coming up with feasible solutions and financial models for a range of innovative investment idea’s. He is able to think of the big picture and effectively delegate, manage and work on various tasks with prodigious efficiency.

Prior to joining First Guardian Group he was a finance tutor at La Trobe University, using his advanced theoretical knowledge and statistical acumen acquired throughout his studies to clearly communicate and work towards a common goal with his students. He holds a Master of Commerce (Finance, Marketing) with Distinction, and a Bachelor of Applied Science from Deakin University. With such a diverse background and experiences he is able to approach the valuation of disparate investment projects from an entirely new perspective and promptly compartmentalize the task, delegate responsibilities if needed, and compound the information to the benefit of the entire team.

Elli Chen

Investment Analyst

Elli has a background in supply chain management and financial analysis. She is a key member of the investment analyst team, providing input into research for property and funds management projects. She has a solid understanding of financial products and their suitability for investors with differing risk requirements. Prior to joining First Guardian, she has worked as an investment consultant in real estate in Australia, property funds management and superannuation.

Before she came to Australia, Elli was an auditor in CreditEase Beijing Branch and taking responsibilty for monitoring credit portfolios and loans. Elli has advanced skills in data analysis and project management, applying these skills to analyse specific transactions and investment opportunities. She also has experience in risk management and corporate advisory.

Michelle Gong

Business Development Manager

Michelle has a background in investment management and research across listed equities and real asset projects. She has developed keen analytical and research skills, through both study and practical application. Her focus is on presenting First Guardian’s investment capabilities to clients where she can apply both her communication skills and commercial knowledge. Her insightful, working knowledge of investment markets, coupled with outstanding customer service skills makes Michelle a valuable resource when engaging with institutional and wholesale clients. She plays a key role in First Guardian’s domestic and offshore capital raising activities.

Prior to joining First Guardian, Michelle held roles at ICBC, responsible for the account management of derivatives trading clients in Hong Kong.