Experience – a calm voice of reason
We have all heard the sayings... “markets move in cycles”. “That in times of extreme uncertainty, you should not lose sight of your longer term investment objectives.”
This is easier said than done. This is evident by the majority of investment managers underperforming the market.
The outstanding returns we have generated are in part due to knowing;
When to invest?
To be invested in shares in March 2009 was not a popular choice. Despite this our clients were fully invested in excellent stocks.
What to invest in?
From March 2009 to May 2009 we sold expensive defensive stocks (think Woolworths & Health Stocks), and bought undervalued blue chip shares. During this time the portfolio was entirely invested in the ASX 100.
Contact us and we would be happy to provide you with a copy of our portfolio during that time.
Our investment returns are as a result of a disciplined proven investment approach coupled with 35+ years of investment experience.
Meet the team
Chris Navin – Investment Manager
Authorised representative number 280086
Chris Navin is a Director and founding shareholder of Navin Asset Management.
Chris has had a very successful 25 year career in the financial markets, gaining extensive experience and knowledge at firms such as UBS Warburg, Merrill Lynch and Macquarie Bank.
He began managing discretionary share portfolios in 1988 and has maintained an exceptional performance track record.
Kim McQuaid – Business Manager
Kim McQuaid is a Director and shareholder of Navin Asset Management. Kim began working in the financial industry in 1999.
In 2000 she began working with Chris Navin and has since gained an extensive knowledge of the industry at firms Merrill Lynch and Macquarie Bank.
Paul Israel – Portfolio Manager
Authorised representative number 328571
Paul has extensive experience in the financial services industry gained over the past 12 years. His most recent prior role was as Head of Broking Services at E*TRADE Australia.
Paul has been managing share portfolios for 8 years and has been working with Chris and Kim since 2008.
He has a Bachelor of Economics and a Graduate Diploma in Applied Finance.