Our Team

Shane Gavin - Head of Operations & Risk

Shane Gavin

As Head of Risk and Operations, Shane is responsible for establishing and managing the firm’s day-to-day trading, risk management and operations activities.

Shane started his career in finance with Citibank Dublin in 2011. In 2012, Shane joined Hedgeserv Dublin where he was responsible for the development of administration services for a number of hedge funds which incorporated a variety of complex securities.

Shane has a Bachelor of Business Studies degree, majoring in economics and finance from the University of Limerick Ireland and holds an Investment Services Certificate from the Institute of Banking Dublin.

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 - Investment Analyst

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As an Investment Analyst, Victor has a portfolio-wide responsibility for 8IP’s modeling and investment research. He has 12 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. Victor  worked previously 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 - Principal and Chief Investment Officer

Kerry Series

As Chief Investment Officer of the Manager, Kerry is responsible for 8IP’s investment management activity. His primary focus is on delivering investment returns through the active management of funds managed by 8IP.

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 and Portfolio Manager

Stephen Walsh, Principal and Portfolio Manager

Stephen co-manages the 8IP Australian Small Companies Fund and the 8IP Australian Small Companies Portfolio. He has 28 years of work experience in management consulting and financial markets.

Stephen 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 and studied for an MBA at INSEAD in France in 1995.

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 Asia in the region. Moving to Australia in 2000, Stephen joined Macquarie Bank’s Equities Research division in Sydney as Division Director leading Australian Banks Research.

Stephen then joined small cap specialist broker and 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 on a Louis Franck Scholarship

Rick Steele - Chief Executive Officer

Rick Steele

Drawing on more than 30 years in funds management and government, Rick oversees the operations of 8IP.

After a successful career in the Australian Treasury, Rick entered the financial markets as the Chief Economist at Prudential Assurance (Prudential). He then moved into investment management as a portfolio manager at Prudential, specialising in fixed income and foreign exchange. Rick went on to hold similar positions at BT Funds Management (BT) and Morgan Grenfell Australia.

Most recently, Rick has focused on the management of funds management businesses serving as the CEO of TechInvest, a specialist global equity manager. Prior to that he was responsible for the day-to-day operations of the institutional asset management business at BT.

Rick holds a Bachelor of Economics with Honours from the University of Tasmania; a Master of Economics from the Australian National University; is a Senior Fellow of the Financial Services Institute of Australasia and has completed the AICD Company Directors Course.

Shane Gavin
Head of Operations & Risk

Sandy Grant
Investment Director

Victor Lee
Investment Analyst

Kerry Series
Principal and Chief Investment Officer

Stephen Walsh
Principal and Portfolio Manager

Rick Steele
Chief Executive Officer