About Us Our Team Investment Management Team

Investment Management Team

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Han K Lee, Joint CIO & MD
M Comm ASIA

Han co-founded Prime Value in early 1998. He heads the investment team and oversees the formulation of investment policy and strategy. Prior to founding Prime Value, he was the Senior Equity Portfolio Manager for the Shell Australia Superannuation Fund, with assets under management in excess of $500 million. Han has held a range of senior investment positions with Adriatic Life, Westpac Banking Corporation, National Mutual Life Association and ANZ Banking Group. Han regularly gives seminars and lectures combining finance and investment theory and practice in Australia and Asia. He is a member of the Financial Services Institute of Australia and has more than 40 years of experience in the investment industry.

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Leanne Pan, Joint CIO & Senior Portfolio Manager
B Econ MBA CPA CFA

Leanne is the Joint CIO and Senior Portfolio Manager, responsible for the formulation of investment policy and process development, portfolio strategy and construction, and fundamental research. She has over 25 years experience in the investment industry, with a successful track record. Prior to joining Prime Value in 2004, Leanne was Portfolio Manager for the Orica Superannuation Fund responsible for the active management of the $400 million Australian equity portfolio. Previously she was Portfolio Manager for the Shell Australia Superannuation Fund and together with Han K Lee managed the successful and sizeable Australian equity component of this fund in the 1990s.

Shih Thin Wong, Senior Portfolio Manager
B Econ MBA CFA

Shih Thin is a Senior Portfolio Manager, responsible for managing the Prime Value Opportunities Fund, fundamental company research and investment process development. Shih Thin’s most recent experience includes Head of Investments at Xantias Financial Management, a boutique wealth management firm. Prior to this, he was Equity Fund Manager at AIG Investments/ American International Group and was responsible for a broad range of sectors. Shih Thin was also Senior Research Analyst at Daiwa Securities and has also held senior analyst positions with RHB Research Institute and BZW. Shih Thin has more than 20 years of investment experience.

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Fiona Clark, Senior Investment Analyst & Manager Investor Relations
B Ec (Actuarial) F Fin CFTP
Dip Fin Services (Financial Planning)

Fiona provides analytical support to the investment team, including research, ideas generation and attribution analysis. She also manages relationships with investors. Prior to joining Prime Value in 2004, Fiona was Manager of Investor Relations at WMC Resources. She has held senior treasury roles at WMC Resources and funds management roles at Commonwealth Funds Management and Asahi Investment Australia.

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Andreas Rosenau, Senior Equity Analyst
BA MBA CFA

Andreas’ primary role is to provide fundamental bottom-up research, including research report writing for assigned industries and companies, financial analysis and modelling of companies. Prior to joining Prime Value in 2006, Andreas was the Financial Controller for Wella AG (Asia Pacific Region) and has held various senior financial and business positions while working in Europe and Asia.

 


Last Updated on Tuesday, 16 April 2013 05:40