Research

 

Baillieu Holst provides high quality research generated by our in-house research team, as well as comprehensive global and domestic research provided by our partner, Credit Suisse.

Our research analysts and investment strategist specialise in covering small to mid-cap domestic stocks, identifying unique opportunities in quality companies before they are priced in the market. This research capability, together with the experience and expertise of our advisers, enables us to carefully monitor and manage our clients’ investment portfolios.

 

Research Independence

Baillieu Holst Ltd has procedures in place to ensure the independence of its research, including that the research team make coverage (and cessation) decisions. We do not commit to providing research in the future on any company.

Baillieu Holst’s research methodology is based on its aim to create wealth for clients by producing high quality, fundamental research on a selection of companies listed (or to be listed) on the ASX, with a particular focus on small and mid-capitalisation companies. Baillieu Holst’s research decisions are independent of any actual or potential commercial relationships the firm may have with other parties.

 

Meet the Team:

Nicolas Burgess – Head of Research / Research Analyst

Nicolas joined Baillieu Holst in September 2012 having been an equity analyst since 2003. He has previously worked at ABN AMRO as an insurance sector analyst before joining the Small and Mid Cap team to cover a wide variety of industrial stocks. Nicolas also spent a couple of years in London as the European Diversified Financials Analyst for RBS Equities. Nicolas holds a Bachelor of Economics from the University of Sydney and is a CFA® charterholder.

Nicolas currently covers a range of stocks across the Technology, Software, Financial and Building Materials sectors.

Nick Caley – Research Analyst

Nick joined Baillieu Holst in December 2011. He has been an equity analyst since 1996, prior to which he had a sixteen year career with Westpac Banking Corporation. Nick was Head of Insurance and Gaming Research for ABN AMRO between 1996-2008, after which he spent three years as Chairman of Greyhound Racing Victoria and Director of Greyhounds Australasia.

Nick currently covers a range of stocks across the Banks, Insurance, Gaming & Leisure, Technology and Professional Services sectors.

 

Luke Macnab – Research Analyst

Luke joined Baillieu Holst in March 2015 and has been an equity analyst since 1999. Previously Luke has covered the Infrastructure and Utilities sectors at ABN AMRO/RBS, been an Associate Director and Analyst at Macquarie Bank and a Credit Analyst at ANZ Investment Bank. Luke holds a Bachelor of Economics and a Bachelor of Laws from the University of Sydney, and is a CFA® charterholder.

Luke currently covers a range of stocks across the Telecommunications, Transport, Infrastructure and Technology sectors.

Warren Edney – Research Analyst

Warren joined Baillieu Holst in April 2015, prior to which he had been consulting on commodity strategy for various companies. Warren has also held positions as Director of Equities (Commodity Strategy) at RBS, Director Australia Equities at RBS /ABM AMRO analysing resource stocks, and acted as an Investment Analyst and Portfolio Manager at Colonial Investment Management (later to be merged with Colonial First State). Warren holds a Bachelor of Applied Science (Applied Geology) from RMIT and a Master of Science (Earth Science – Modern Volcanics) from Monash University. Warren is a Graduate of the Australian Institute of Company Directors.

Warren currently produces research across Resource equities and commodities.

Piers Flanagan – Equities Research

Piers joined Baillieu Holst in January 2014 and has been a research associate since November 2014. Piers has a Bachelor of Business degree (Double Major in Banking and Finance) from Monash University.

Piers currently covers the Listed Investment Company Sector.