Charles is the Co-Founder of Jamieson Coote Bonds and oversees portfolio management for the Australian, global and absolute return high grade bond investment strategies.

Charles forged a career as a seasoned bond investor from 2001 in New York, Tokyo, London and Sydney, with Merrill Lynch/Bank of America Merrill Lynch. Over his career, Charles has managed large government bond portfolios in key major currencies and derivative instruments.

Charles has successfully navigated bond portfolios through the complete economic cycle, including challenging market events such as September 11, 2001, the Global Financial Crisis, Eurozone crises, the US credit rating downgrade, concerns related to China and Greece, and the global pandemic.

Upon returning to Australia with the Bank of America Merrill Lynch, Charles’s most recent appointment was as the Co-Head of Fixed Income, Currencies & Commodities, where he was a member of the Bank’s Executive Management team. He also served as a member of the Australian Financial Markets Association (AFMA) Bond Committee.

Charles is a frequent speaker at major conferences and is well-recognised in the financial media community. He has also established himself as a regular contributor for The Australian.

Charles holds a Bachelor of Commerce from Monash University, majoring in accounting and finance.

Paul leads the firm’s operational performance and strategic direction. In addition, he provides macro analysis, investment insight and ESG leadership to benefit the security selection process and the wider business. Having joined Jamieson Coote Bonds at a formative stage in July 2016, he has a deep understanding of the firm’s business and operations.

Paul is a career investment researcher and portfolio manager with experience across North America and Australasia. He has previously worked at Colonial First State, Advance Funds Management, Barclays Global Investors (now BlackRock) including as a portfolio manager in San Francisco, and Vanguard as a senior investment strategist. He has authored/co-authored bond, multi-asset and factor-based thought leadership for Vanguard. He was a member of the Vanguard Investment Strategy Group with input into the bond investment process on macro issues. He was originally hired at Vanguard to lead the team responsible for portfolio construction analytics.

Paul holds a Bachelor of Commerce from Monash University and a Masters in Applied Finance & Investments from FINSIA. He is a Senior Fellow of FINSIA and a Councillor on the FINSIA Industry Council for Funds & Asset Management. In addition, he serves as an advisory board member of wealth manager the Boman Group. He also serves as an independent member of several investment committees, delivering asset allocation, manager selection and bond market insights.

Chris oversees a range of investment strategies for institutional andretail clients.

Chris began his bond investment specialist career in 1994 and has workedat Merrill Lynch, Société Générale and The Royal Bank of Canada, across Sydney,London and Toronto. His investment experience has positioned him as an expertacross a broad spectrum of financial instruments and portfolio strategies. Inaddition, his extensive engagement with institutional clients, ranging fromfinancial institutions and pension funds to asset managers, hedge funds, andsovereign wealth funds has deepened his understanding of market flow dynamicsand institutional investor behaviour.

Chris holdsa Bachelor of Economics from La Trobe University and a Graduate Diploma inApplied Finance and Investment from FINSIA. Chris earned the right to use theChartered Market Technician (CMT nominal, awarded by the CMT Association) – oneof the few in Australia to hold this designation. With over ten years ofexperience as a CMT, Chris has developed a proprietary process of technicalanalysis to help mitigate investment risk and add value to duration management.

James is responsible for managing investment strategies forinstitutional and retail clients.

Prior to joining Jamieson Coote Bonds, James was Senior PortfolioManager, Fixed Interest and Absolute Returns at the Victorian Funds Management Corporation(VFMC), where he was responsible for managing global and domestic active fixedincome portfolios. Prior to that James spent seven and half years at ANZ as asenior rates trader in Sydney and London. It was at ANZ that James first workedalongside Co-Founder and Chair, Angus Coote. James brings with him more than fifteenyears' experience across domestic and global fixed income markets.

James holdsa Bachelor of Commerce and Bachelor of Engineering (Honors) from the Universityof Melbourne.

Mahika is a Quantitative Analyst, supporting theinvestment process through data-driven insights and analysis.

Mahika has built her career at the intersection offinancial modelling, data analysis, and coding, with experience spanningAustralia, Singapore, and her native India. She has applied these capabilitiesmost recently at the University of Melbourne, and previously with CFOWorx,Varidus (Singapore), and Wavteq (India). These roles have strengthened herfoundations in quantitative research, statistical and mathematical modelling,accounting, and venture capital.

Mahika holds a Master of Management (in Finance)from the University of Melbourne, and a Bachelor of Science (majoring inEconomics, Mathematics and Statistics) from Christ University in India. Mahikais also a Level 2 candidate in the CFA program and is committed to long-termgrowth in the field of finance. Mahika is an active member of Future IM/Pact(an initiative to promote diverse investment talent) and the FINSIA Young FinanceProfessionals committee.