Sam Morris

Portfolio Manager

Sam is our Portfolio Manager and his primary responsibilities are the operational management of the Alpha Fund Series and Managed Account solutions. Sam works closely with, and reports to, the CIO.

Sam previously worked for Lonsec Research for over a decade, where his role was the leading professional covering the Alternatives (hedge funds and private equity) and Global Listed Property. Sam also sat on Lonsec’s Investment Committee which provides recommendations to the investment consulting team on portfolio construction for Lonsec’s Model Portfolios.

Sam holds the following qualifications:

  • Graduate Diploma of Applied Finance and Investment
  • Bachelor of Economics
  • Bachelor of Science