Longwave Capital Partners appoints new PM

Longwave Capital Partners has announced the appointment of Melinda White as Portfolio Manager.

Ms White brings more than 20 years of buy-side investment experience across both domestic and global markets.

Prior to joining Longwave, Melinda served as Investment Director, Active Equities at IFM Investors, a role in which she co-led analysis, research, and portfolio management for the IFM Investors’ Small Cap portfolios.

Before joining IFM, she spent eight years at Fidelity as a Senior Analyst and held roles at Schroders, Global Value Investors & Investors Mutual.

Longwave Capital Partners, Founding Partner and Chief Investment Officer, David Wanis, welcomed Melinda’s appointment.

“I’m very proud of the outcomes Longwave has been able to achieve for clients since we launched the Longwave Small Companies Fund in 2019. We are now very pleased to attract an additional investment professional of Melinda’s calibre, which will further enhance our capabilities and help underpin our continued success.

“Attracting the highest-calibre investment professionals is critically important to our distinctive multidisciplinary investment process.”

Melinda commented:

“I have the greatest respect for the experienced Longwave team, their investment processes and what they’ve achieved in a short period of time. My own personal investment philosophies are closely aligned to those of the firm and I am very excited to be joining such a dynamic team.”

Melinda holds a Bachelor of Arts and Bachelor of Commerce from the University of Sydney and is a Certified Practising Accountant (CPA).

The appointment comes after the Longwave Australian Small Companies Fund received its third research rating in October.

Lonsec Investment Partners initiated coverage on the Fund with a ‘Recommended’ rating.

Disclaimer

This communication is prepared by Longwave Capital Partners (‘Longwave’) (ABN 17 629 034 902), a corporate authorised representative (No. 1269404) of Pinnacle Investment Management Limited (‘Pinnacle’) (ABN 66 109 659 109, AFSL 322140) as the investment manager of Longwave Australian Small Companies Fund (ARSN 630 979 449) (‘the Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Link to the Product Disclosure Statement: WHT9368AU

Link to the Target Market Determination: WHT9368AU

For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com

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