Investment Team


Sandy Grant - Investment Director

Sandy Grant B&W

Sandy has over 35 years in financial markets. His last role before joing 8IP was as Managing Director of Wilson Group Limited (now Pinnacle) between 2012 -2016. Other roles at Wilson Group include as Portfolio Manager and as Institutional Stockbroker. During 24 years in the company, he served in various management positions.

Victor Lee - Portfolio Manager

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Victor Lee is Portfolio Manager of the 8IP Australian Small Companies Fund and the 8IP Australian Small Companies Portfolio. He is responsible for the trading activities of the firm. Victor has 15 years of work experience in financial markets and accounting. In 2006 Victor joined Legg Mason Asset Management as an Equities Analyst in their Australian team. He was responsible for stock coverage in real estate equities. Previously he worked in private wealth management, lending and management accounting. Victor holds an MBA from the Australian Graduate School of Management and is a CFA Charterholder.

 

Kerry Series - Founding Director

Kerry Series

Kerry founded 8IP in 2009. He is the Founding Director and a Principal of the firm. He has portfolio management responsibilities including specific responsibility for the 8IP Australian Impact Fund.

Kerry has advised or invested in equities since 1992. His investment experience includes a number of senior roles. In 1999 he co-founded Perennial Investment Partners, which achieved strong investment performance and reached $20 billion in assets under management within eight years.

Prior to co-founding 8IP, he was the Head of Asia Pacific Equities at AMP Capital where he was responsible for three investment teams that managed approximately $5 billion of assets. Kerry also spent time in Hong Kong where he was an Investment Director for HSBC Asset Management.

Kerry is a significant shareholder in 8IP. He has a Bachelor of Science (Economics) from Birkbeck College, University of London; is a Certified Investment Management Analyst (CIMA); and holds a UK Securities Industry Diploma.

Stephen Walsh - Principal

Stephen Walsh, Co-Chief Investment Officer

Stephen joined 8IP in February 2013. He is a Principal and Director of the firm. He has portfolio management responsibility for the 8IP Australian Small Companies Fund and the 8IP Australian Small Companies Portfolio.

Stephen has over 30 years of experience, having started his career at Lloyds Merchant Bank in London in 1987. He moved into Management Consulting with LEK Consulting, advising corporations on corporate strategy and M&A.

Stephen returned to financial markets in 1996, initially at Credit Agricole WI Carr Securities in Indonesia and Singapore. He led Consumer Sector Research across Asia ex-Japan and was ranked number one Consumer Analyst in the region in all major surveys. Moving to Australia in 2000, Stephen joined Macquarie Bank’s Equities Research division in Sydney as Division Director leading Australian Banks Research.

Stephen has spent 25 years working in markets around the world and had 15 years direct experience in Australian small caps. In 2005, he joined small cap specialist broker/ funds manager Wilson HTM as Head of Research. He was promoted to Head of Equities with responsibility across Equities Research, Institutional Sales and Corporate Finance / Equity Capital Markets.

Stephen is a significant shareholder in 8IP. He holds a Bachelor and Master of Arts from Cambridge University, and an MBA from INSEAD, where he held a Louis Franck Scholarship.

Sandy Grant
Investment Director

Victor Lee
Portfolio Manager

Kerry Series
Founding Director

Stephen Walsh
Principal