24/03/2017 - 14:05

NWQ in US expansion, appointment moves

24/03/2017 - 14:05

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West Perth-based hedge fund NWQ Capital Management has revealed it will be targeting the huge US financial sector with a new offshore fund, on the same day it announced former Bennelong Funds director of consultant relationships Tara Bell would be appointed managing director of research.

NWQ in US expansion, appointment moves
NWQ executive chairman Jon Horton said demand for the hedge fund was growing. Photo: Attila Csaszar

West Perth-based hedge fund NWQ Capital Management has revealed it will be targeting the huge US financial sector with a new offshore fund, on the same day it announced former Bennelong Funds director consultant relationships Tara Bell would be appointed managing director, research.

In her most recent role, Ms Bell developed ratings strategies for a number of boutique fund managers, while her past experience includes a stint as head of equities research at Standard & Poor’s Australia.

Ms Bell also founded the Tucker Gang, which launched as an organic snacks business in May last year.

Tara Bell has joined the NWQ team.

Former Macquarie Group executive Stuart McClure will leave NWQ after nearly two years as managing director to pursue other interests.

The new fund, which will be modelled off NWQ’s Fiduciary Fund, will be managed by a new international director, who is yet to be announced.

NWQ executive chairman Jonathan Horton said Ms Bell would take a lead role in investment strategy and fund manager selection.

Ms Bell brings seasoned experience and expertise to NWQ’s investment team, and will take on a national role which will also include developing and serving key strategic client relationships,” Mr Horton said.

“The connections and respect she holds within Australia’s funds research and asset consulting community are unparalleled.

Ms Bell brings a unique combination of technical research, sales and relationship management skills.”

Mr Horton said market volatility and a growing belief that markets mispriced risk were driving increased investor enquiries.

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