BML Funds Management are a global investment team managing over $1 billion in international asset portfolios for clients. We are an independent boutique firm that launched in 2023. We will be winding up our funds business in early 2025 and the staff will be joining Platinum Asset Management. This will not impact Brite Advisors Beneficiaries.
For more information please contact info@bmlfunds.com
Ted Alexander
"I have strong conviction in a distinct investment process, based on 20 years of research and experience. Valuation is the key to our strategy - we aim to find stocks at a price much cheaper than their future profits would justify to generate long-term outperformance. Above all, we seek to make money for clients by investing in stocks, and protect those profits in cyclical downturns."
BML's Chief Investment Officer, Ted Alexander, has been managing investment portfolios since 2008 in London and Sydney. Ted has been the lead Portfolio Manager on multiple funds with a cumulative AUM of over $2.6bn, covering long-only and long/short equities and bonds in US, Europe, and Asia, and has led sector research on healthcare, technology, and telecoms.
Ted holds a Master of Philosophy in Economics from the University of Oxford as a Rhodes Scholar and First Class Honours in Economics from the University of Tasmania.
Ying Luo
Ying Luo works alongside Ted as a Portfolio Manager at BML Funds. Ying and Ted have worked together since 2018.
Ying has over 17 years of dedicated equity buy-side experience at Orca Funds, Principal Global Investors, and AMP Capital Investors.
Ying holds a Master of Commerce at UNSW, a Bachelor of Commerce at University of Melbourne, is a CFA Charterholder and a member of CPA Australia.
This document has been prepared and issued by BML Funds Management Pty Limited (Investment Manager) (ACN 664 470 991) BML Funds Management Pty Ltd is a Corporate Authorized Representative (No. 001230) of Havana Financial Services Pty Ltd (ABN 90 619 804 518, AFS Licence No. 500435) (Havana). Any advice contained in this communication is general advice only. None of the information provided is, or should be considered, personal financial advice. The content has been prepared without taking into account your personal objectives, financial situations or needs. If you consider it necessary you should seek your own advice before making any financial or investment decisions. The information provided in this communication is believed to be accurate at the time of writing. None of BML Funds Management, Havana or their related entities nor their respective officers and agents accept responsibility for any inaccuracy in, or any actions taken in reliance upon, that information.
This document is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Unless otherwise indicated, all views expressed herein are the views of the author and may differ from or conflict with those of others within the group. The views expressed herein should be considered as part of a wider portfolio investment strategy applicable to the relevant fund or model portfolio and should not be considered in isolation or relied on to make an investment decision without seeking further information and/or advice from a financial adviser.
This report may contain statements, opinions, projections, forecasts and other material (forward-looking statements), based on various assumptions. Those assumptions may or may not prove to be correct. The Investment Manager and its advisers (including all of their respective directors, consultants and/or employees, related bodies corporate and the directors, shareholders, managers, employees or agents of them) (Parties) do not make any representation as to the accuracy or likelihood of fulfilment of the forward-looking statements or any of the assumptions upon which they are based. Actual results, performance or achievements may vary materially from any projections and forward-looking statements and the assumptions on which those statements are based. Readers are cautioned not to place undue reliance on forward-looking statements and the Parties assume no obligation to update that information. The Parties give no warranty, representation or guarantee as to the accuracy, completeness or reliability of the information contained in this report. The Parties do not accept, except to the extent permitted by law, responsibility for any loss, claim, damages, costs or expenses arising out of, or in connection with, the information contained in this report. Any recipient of this report should independently satisfy themselves as to the accuracy of all information contained in this report.
Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed
