Steven McCarthy, Portfolio Manager for DMX Capital Partners
Steven is a qualified accountant with more than 20 years of experience in corporate finance, business valuation, advisory, and fund management roles, with extensive analytical, valuation, financial and commercial due diligence experience. Steven has previously worked for PPB Advisory and BDO Corporate Finance in senior roles.
Steven has driven the DMXCP portfolio since inception and has more than 20 years’ experience focused on the Australian nano and micro-cap market. Steven is explicitly focused on his portfolio management role with DMXCP, but as an Investment Committee Member participates in the research and management process for both funds.
Steven holds a Bachelor of Commerce (Accounting and Finance), a Bachelor of Arts (Economics) and is a CPA.
Chris Steptoe, Co-Portfolio Manager for DMX Australian Shares Fund
Chris has over 20 years of experience researching and investing in ASX and NZX small cap equities, and has been a Research Analyst with DMXAM since 2017. Since joining DMXAM, Chris has worked closely with Steven McCarthy in the management of the DMXCP portfolio, and has an intimate working knowledge of the DMXCP portfolio and its holdings. Chris sits across both portfolios, continuing to work closely with Steven in the research and management of the DMXCP portfolio; and co-manages the DMX Australian Shares Fund with Michael Haddad, both with the analytical support of the broader Investment Committee, including Steven.
Chris holds a Bachelor of Commerce and Bachelor of Science from the University of Auckland.
Michael Haddad, Co-Portfolio Manager DMX Australian Shares Fund
Michael was an Analyst and Principal at Sydney-based global equity firm Peters MacGregor Capital Management from 2002 until 2019. Since then, Michael has been an Investment Strategist with DMX Asset Management, working with the team both on portfolio-wide matters including risk management, and portfolio construction; as well as participating in the individual stock research process. Since 2021, Michael is co-manager for the DMX Australian Shares Fund.
Michael has managed portfolios with both a global and Australian-specific focus, with a strong interest in smaller companies. Michael holds a Bachelor of Management Studies (Honours) degree, a Graduate Diploma in Accounting & Finance, and is a CFA Charterholder.
In co-managing the DMX Australian Shares Fund, Chris and Michael draw on their individual unique experiences as well as into the deep pool of combined research and intellectual property inherent within the DMXCP portfolio, seeking to achieve a 50%+ replication of DMXCP and add appropriate additional companies that bring diversity and the potential for strong returns over time.
Roger Collison, Investment Committee Chair
Roger is an experienced Investment Analyst and Fund Manager, having previously been a Director at Credit Suisse in both Sydney and London; and Head of Research at Tyndall Asset Management. Roger also has extensive governance experience both in the private and not-for-profit sectors.
As Chair of our Investment Committee, Roger has brought institutional-grade structure, insight, and experience to bear in the oversight of our portfolio management function. In addition to lending his experience and perspective to the DMXAM team, Roger is active with a number of other external governance roles, as well as actively managing a private family investment fund with a focus on value-opportunities on the ASX.