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Established in 2004, FGI uses an absolute returns investment approach and aims to
produce real returns across most market environments.
We invest in what we can understand, and back our stock selection with strong
conviction. We focus on large cap companies operating in developed markets. By
not seeking to mirror a particular market index, or be bound by country or sector
weightings, we aim to give investors unfettered choice of some of the best equity
opportunities available around the world.
FGI holds an Australian Financial Services Licence (AFSL 277100).
FGI is majority owned by James Falkiner who is its Chairman. The other members of
the FGI board are Mr Brendan Howell and Mr James Davy. Mr Davy is also a
shareholder.
About the Directors
James Falkiner, BSc (Syd), F Fin., GAICD.
Director, Chief Executive Officer
James has been the Chief Executive Officer and Chief Investment Officer of FGI
since he founded the Company in 2004. James has over 25 years experience as an
investment professional. He started his career with Kleinwort Hattersley Securities in
1987 as an industrial analyst. In 1989 he joined Potter Partners (later becoming UBS
Warburg Australia) as the senior banking analyst where he worked for nine years,
ultimately as an Executive Director, Industrial Research. Subsequently he worked at
HSBC Securities Australia as Head of Financial Services Group then with Aegis
Equities (previously Assirt Equities Research) as Head of Research, running a team
of over 20 analysts. He also acted as a consultant with the global investment
manager PM Capital Limited. He is a Fellow of the Financial Services Institute of
Australasia (Finsia) and sits on its Policy Advisory Council. Between 2001and 2009,
James sat on the Company Reporting Sub-Committee of Finsia. He is a graduate of
the Australian Institute of Company Directors. He resides in Sydney.
Brendan Howell, BEc (Syd), Grad. Dip SIA
Director
Brendan Howell is a consultant to FGI on operational, compliance and governance
matters. He has 19 years experience in the funds management industry.
Presently Brendan acts (in a part-time capacity) as the company secretary and
compliance officer for Australian Leisure and Entertainment Property Management
Limited, a publicly listed responsible entity that has approximately $850 million in
assets under management. For the past ten years Brendan has worked with MIA
Services Pty Limited, a funds management compliance and consulting company, and
acts as an independent consultant and external compliance committee member for a
number of property, equity and infrastructure fund managers. Prior to this he spent
nine years as Senior Manager - Corporate Services at Perpetual Trustees Australia
Limited. Brendan also acts as an independent director for several unlisted public
companies, some of which act as responsible entities. Brendan has a Bachelor of
Economics (majoring in Accounting and Economics) from the University of Sydney
and a Diploma in Finance & Investment from the Securities Institute of Australia,
James Davy
Director
Mr James Davy is an experienced private businessman with interests in retailing,
building materials and turf farming. He has many years experience in senior
management and brings a non financial services outlook to FGI and the Compliance
Committee. Mr Davy was previously Deputy Chairman of both Gosford Quarries
Limited and Approved Securities Corporation Limited.
Important Notice:
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the
advice, consider whether it is appropriate for you. You should read the Product Disclosure Statement as this is relevant when deciding whether to
acquire or hold a product. By accessing and viewing this website you agree to be bound by the Terms of Access of this website.
produce real returns across most market environments.
We invest in what we can understand, and back our stock selection with strong
conviction. We focus on large cap companies operating in developed markets. By
not seeking to mirror a particular market index, or be bound by country or sector
weightings, we aim to give investors unfettered choice of some of the best equity
opportunities available around the world.
FGI holds an Australian Financial Services Licence (AFSL 277100).
FGI is majority owned by James Falkiner who is its Chairman. The other members of
the FGI board are Mr Brendan Howell and Mr James Davy. Mr Davy is also a
shareholder.
About the Directors
James Falkiner, BSc (Syd), F Fin., GAICD.
Director, Chief Executive Officer
James has been the Chief Executive Officer and Chief Investment Officer of FGI
since he founded the Company in 2004. James has over 25 years experience as an
investment professional. He started his career with Kleinwort Hattersley Securities in
1987 as an industrial analyst. In 1989 he joined Potter Partners (later becoming UBS
Warburg Australia) as the senior banking analyst where he worked for nine years,
ultimately as an Executive Director, Industrial Research. Subsequently he worked at
HSBC Securities Australia as Head of Financial Services Group then with Aegis
Equities (previously Assirt Equities Research) as Head of Research, running a team
of over 20 analysts. He also acted as a consultant with the global investment
manager PM Capital Limited. He is a Fellow of the Financial Services Institute of
Australasia (Finsia) and sits on its Policy Advisory Council. Between 2001and 2009,
James sat on the Company Reporting Sub-Committee of Finsia. He is a graduate of
the Australian Institute of Company Directors. He resides in Sydney.
Brendan Howell, BEc (Syd), Grad. Dip SIA
Director
Brendan Howell is a consultant to FGI on operational, compliance and governance
matters. He has 19 years experience in the funds management industry.
Presently Brendan acts (in a part-time capacity) as the company secretary and
compliance officer for Australian Leisure and Entertainment Property Management
Limited, a publicly listed responsible entity that has approximately $850 million in
assets under management. For the past ten years Brendan has worked with MIA
Services Pty Limited, a funds management compliance and consulting company, and
acts as an independent consultant and external compliance committee member for a
number of property, equity and infrastructure fund managers. Prior to this he spent
nine years as Senior Manager - Corporate Services at Perpetual Trustees Australia
Limited. Brendan also acts as an independent director for several unlisted public
companies, some of which act as responsible entities. Brendan has a Bachelor of
Economics (majoring in Accounting and Economics) from the University of Sydney
and a Diploma in Finance & Investment from the Securities Institute of Australia,
James Davy
Director
Mr James Davy is an experienced private businessman with interests in retailing,
building materials and turf farming. He has many years experience in senior
management and brings a non financial services outlook to FGI and the Compliance
Committee. Mr Davy was previously Deputy Chairman of both Gosford Quarries
Limited and Approved Securities Corporation Limited.
Important Notice:
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the
advice, consider whether it is appropriate for you. You should read the Product Disclosure Statement as this is relevant when deciding whether to
acquire or hold a product. By accessing and viewing this website you agree to be bound by the Terms of Access of this website.