Managed funds - Absolute return

Overview Ratings Methodology Investment team

Investment team

  • Mark Burgess, Portfolio Manager

    Mark Burgess
    Portfolio Manager

    CFA, BEc

    Mark is a Chartered Financial Analyst with over 24 years of experience in the financial services industry in Australia, London and New York. Mark has been the Portfolio Manager of the Absolute Return Fund since inception in 2006 and prior to that founded Angle Investment Management, a specialist absolute return manager. The first 15 years of his career were spent as a stockbroker with ANZ McCaughan, Ord Minnett and JPMorgan.

    Mark holds a Bachelor of Economics from Monash University.

  • Kristiaan Rehder, Portfolio Manager

    Kristiaan Rehder
    Portfolio Manager

    CFA, BCom

    Kristiaan has over 13 years of experience in the broader financial services industry, having worked at Merrill Lynch in their mergers and acquisitions team (both London and Singapore offices), and KPMG Corporate Finance advising on divestments and acquisitions for medium to large-sized private corporations. In his previous role at Herschel, Kristiaan was a Portfolio Manager with responsibilities across the Australian Equity Fund, Concentrated Australian Equity Fund and Absolute Return Fund.

    Kristiaan holds a Bachelor of Commerce from the University of Melbourne and is a Chartered Financial Analyst.

Disclaimer: The Bennelong Kardinia Absolute Return Fund (Fund) was launched on 1 May 2006 by another trustee. Bennelong Funds Management Ltd (Bennelong) assumed responsibility as replacement trustee on 16 August 2011. Performance information prior to 16 August 2011 relates to the previous trustee. Mark Burgess and Kristiaan Rehder were employed by the previous trustee and became employees of Kardinia Capital Pty Limited (Kardinia), which has been engaged by Bennelong to manage the Fund, in August 2011. Kardinia intend to apply the same investment philosophy and strategy in respect of the Fund. Past performance is not a reliable indicator of future performance.

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