Natalie Tam

Natalie Tam

Portfolio Manager-Equities at Australian Ethical Investments Ltd. (Investment Management)

Finance
Miscellaneous
Consumer Services

Profile

Ms. Natalie V.
Tam, CFA, is a Systematic Equities Portfolio Manager at Australian Ethical Investments Ltd.
She joins Australian Ethical with two decades of experience in researching and investing in Australian equity markets.
Most recently, she held the position of Portfolio Manager at Perpetual Limited.
Previously, she was Deputy Head of Australian Equities at abrdn Asset Management where she worked for 18 years.
At abrdn, she was portfolio manager for the award-winning Small Companies and Sustainable Australian Equities funds.
Prior to this, she worked for Deutsche Bank as an equity research analyst.
She has previously held roles at Coca Cola Amatil, NM Rothschild & Sons and Royal & Sun Alliance.
Ms. Tam holds a Bachelor of Commerce from the University of NSW where she was awarded a Co-op Scholarship.
She is a CFA charterholder and holds a CFA Certificate in ESG Investing.

Natalie Tam active positions

CompaniesPositionStart
Portfolio Manager-Equities 30/11/2023
All active positions of Natalie Tam

Former positions of Natalie Tam

CompaniesPositionEnd
Analyst-Equity 31/10/2023
Portfolio Manager-Equities 30/04/2023
CONCENTRATED LEADERS FUND LIMITED Corporate Officer/Principal -
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Training of Natalie Tam

The University of New South Wales Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

45

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies4

Finance

Miscellaneous

Finance

Finance

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