HERITAGE CAPITAL ATTRACTS LEADING ANALYST AND STRATEGIST TO FORM NEW INVESTMENT COMMITTEE.

Heritage Capital has appointed respected equity analyst Hasan Tevfik and investment strategist Giselle Roux to join its newly-formed Investment Committee.

Their appointments will bolster Heritage Capital’s investment processes and lead to new investment insights amid challenging market conditions as the fallout from the coronavirus pandemic continues.

Hasan and Giselle both have extensive track records at major institutions over many decades.

Giselle began her financial career as an equity analyst with Merrill Lynch and Citigroup before joining JBWere as Chief Investment Officer. She also held the CIO position at Escala Partners and, more recently, has become an adviser to select investment groups and other organisations.

Hasan is considered one of Australia’s leading equity analysts and is currently the Investment Strategist for independent research house MST Marquee. He has previously worked at Credit Suisse, Citigroup, and Morgan Stanley, advising some of the country’s largest institutional investors.

Heritage Capital’s Investment Committee will meet quarterly, and its insights will specifically inform our tactical asset allocation decisions. The formation of the Committee underlines Heritage’s ongoing commitment to customised service backed by the country’s leading industry specialists.

Profiles of our Investment Committee are available on our website.