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James Gerrish: Investment overview

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MARKET MATTERS INVEST

INVEST WITH CONFIDENCE

We’re delighted to offer the wider investment community the chance to invest alongside Market Matters with our selection of Portfolios for direct investment.

For as little as $5,000 you can follow Market Matters without the difficulty of managing your investments. You retain ownership of the shares, you benefit from our unique approach.

We do what we do best – Invest with confidence.

Market Matters
The Active High Conviction Portfolio Learn More
Market Matters
The Active Income Portfolio Learn More
Market Matters
The Emerging Companies Portfolio Learn More
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About Market Matters Invest

It has never been easier to get a professional money manager in your corner.

Based on the hugely popular Membership portfolios (Growth, Income and Emerging), Market Matters Invest’s Portfolios provide direct exposure to ASX listed securities, together with our unique investment approach.

Combining the latest market tools, analytics and technology – investors can quickly understand every decision in unprecedented detail.

Managed by James Gerrish, Portfolio Manager at Shaw and Partners and primary contributor to Market Matters, the Portfolios are built on a historically strong track-record and past returns targeting significantly less volatility than the ASX200.

This is an exciting time for investors and Market Matters, as we’ll be investing right alongside you. Our team brings over 100+ years of combined market experience, as well as our commitment to risk-adjusted performance.

Whether our portfolios complement your existing approach or provide the ‘active management’ solution you’ve been looking for, we’re confident we can add significant value, all the while giving you total transparency.

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Why We’re Different

Our Triple A Policy ensures a suite of Portfolios that combine insight with action.

  • A

    Active

    Enjoy a high conviction approach that benefits from consistent, active management.

  • A

    Aligned

    Invest alongside us. Put your money in the same place we have ours.

  • A

    Accountable

    Every move explained in detail. Stay updated and feel part of the decision, without having to lift a finger.

About the Market Matters Investment Approach
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What are the benefits of Market Matters Invest?

Market Matters Invest combines the best parts of a managed fund with a direct investment. It provides you with control and direct ownership, whilst still offering convenience, flexibility and diversification, to help manage your investment risk.

At Market Matters, we believe it’s a great way for investors to build their wealth. That’s why we’re investing in our portfolios together with you.

Why Choose Market Matters Invest?

Our Experience. Proven.

Market Matters is owned and operated by a group of professional money managers that make a habit of exceeding expectations. We have decades of experience, with a history of successfully navigating the domestic and international stock markets.

Our Process. Crystal Clear.

Investors have 24/7 online access to view and monitor investments via an online portal or digital app, track performance and generate reports. Our process is clear and our fees are extremely competitive.

Our Partners. The Best.

Technology has levelled the playing field, enabling subscribers & the wider investment community to gain access to our approach with smaller amounts of investment capital. We partner with OpenWealth to support this solution.

Meet the Market Matters Team

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James Gerrish Author | Lead Portfolio Manager

James is Market Matters’ Primary Author and major shareholder writing daily content and directing the Market Matters portfolios. He is also a Portfolio Manager at Shaw and Partners, one of Australia’s leading financial services firms with approx $20 billion of assets under advice. James brings over 15 years experience,  holds a Bachelor of Management & sits on the Market Matters Investment Committee.

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Peter White Responsible Manager | Investment Committee Member

Peter heads up our Compliance & Operations function bringing with him 23 years of financial industry experience, including 17 years in providing professional financial advice to clients as a CFP. Peter also sits on the Market Matters Investment Committee. Peter is a shareholder of Market Matters.

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Peter Whyntie Responsible Manager | Investment Committee Member

As a Fellow of both the Governance Institute of Australia and Fellow and Life Member the GRC Institute, Peter is a recognised leader in the governance, risk management compliance community. Peter provides compliance services to Market Matters and also sits on the Market Matters Investment Committee.

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Harrison Watt Portfolio Manager

Harrison contributes daily to the Market Matters reports and is instrumental in researching stock opportunities. He is currently a Portfolio Manager at Shaw & Partners having previously worked in the derivatives and risk team. He holds a Bachelor of Economics from the University of Sydney. Harrison is a shareholder of Market Matters.

Shawn Hickman Research Lead

Shawn is a macro-economic specialist with over 30 years’ experience in investing and trading having held senior investment positions at Goldman Sachs & Macquarie Bank. Shawn heads the Market Matters research effort with a particular focus on global investment trends and their influence on domestic & international equity markets. He holds a Bachelor of Applied Science, Chemical Engineering from Aston University.

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Vanessa Chin National Sales Manager

Vanessa is National Sales Manager at Market Matters and holds a Bachelor of Economics, with a double major in Economics and Government/International Relations from the University of Sydney. She has a Diploma of Advanced Business Mandarin obtained from the University of International Business and Economics in Beijing, China, and she holds the relevant RG-146 qualifications.

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Nitish Wanzare Manager | Operations & Strategy

Nitish supports the operational & analytical side of Market Matters while also coordinating our marketing efforts. He has held a number of varied roles in financial services having completed a Bachelor of Applied Finance from Macquarie University. He holds the relevant RG-146 qualifications to provide general advice on Australian equities and investments.

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Do More With Your Money

It doesn’t matter if you have followed Market Matters for a long time or if you’re looking to diversify your portfolio for the first time, it has never been easier to invest with Market Matters.

With a range of high-performing Portfolios to match your attitude to risk, a unique investment approach, and a seamless interface – discover the ‘new standard’ in direct investment today.

Invest with Confidence – open an account today.

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