Mark Skocic
Portfolio Manager-Equities at Kinetic Investment Partners Pty Ltd.
Profile
Mr. Mark Skocic is a Portfolio Manager at Kinetic Investment Partners Pty Ltd.
He joined Kinetic in October 2015.
Mr. Skocic began his career in investment management in 1997, working for HSBC James Capel.
Before joining Kinetic, he gained broad equities experience as a Research Analyst (covering Consumer, Financials & Small Cap Sectors), worked as an Equity Strategist for five years and a Portfolio Manager for seven years.
Across his various roles as a Research Analyst and Strategist, he consistently achieved top rankings in key client surveys including three separate years as number 2 rated analyst in the Greenwich Survey, while as a Portfolio Manager (at Morgan Stanley Investment Management) the fund he co-managed consistently generated top quartile returns and in 2008 was the top performing fund in the Mercer Survey.
Prior to his investment career, he worked at KPMG where he specialized in Banking & Finance clients and gained tow-year’s experience working in the receivership following the 1991 recession.
Mark Skocic active positions
Companies | Position | Start |
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Kinetic Investment Partners Pty Ltd.
Kinetic Investment Partners Pty Ltd. Investment ManagersFinance Kinetic Investment Partners Pty Ltd. (Kinetic) is an independent investment advisor headquartered in Melbourne, Australia. They were founded by Richard Sharp and Jonathan Findlay, following Challenger Financial Services Group's acquisition of HSBC Asset Management (Australia) Ltd. in 2005. The firm manages individual mandates for institutional clients seeking exposure to the Australian small-cap sector. They are a socially responsible investor and signatory to the UN Principles for Responsible Investment which integrates environmental, social and corporate governance considerations into their investment decision-making and ownership practices. | Portfolio Manager-Equities | 2015-09-30 |
Former positions of Mark Skocic
Companies | Position | End |
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Morgan Stanley Investment Management (Australia) Pty Ltd.
Morgan Stanley Investment Management (Australia) Pty Ltd. Investment ManagersFinance Morgan Stanley Investment Management (Australia) Pty Ltd. (Morgan Stanley Australia) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1994 and is a subsidiary of Morgan Stanley International Holdings, Inc., which is owned by Morgan Stanley (NYSE: MS) in the US. Morgan Stanley Australia advises, trades, manages and distributes capital for governments, institutions, not-for-profit organizations, families and individuals. | Analyst-Equity | 2009-03-22 |
Morgan Stanley Australia Ltd.
Morgan Stanley Australia Ltd. Investment Banks/BrokersFinance Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators. | Market Strategist | 2006-12-31 |
Merrill Lynch Equities (Australia) Ltd.
Merrill Lynch Equities (Australia) Ltd. Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The private company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017. | Analyst-Equity | 2001-12-23 |
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Private companies | 4 |
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Morgan Stanley Investment Management (Australia) Pty Ltd.
Morgan Stanley Investment Management (Australia) Pty Ltd. Investment ManagersFinance Morgan Stanley Investment Management (Australia) Pty Ltd. (Morgan Stanley Australia) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1994 and is a subsidiary of Morgan Stanley International Holdings, Inc., which is owned by Morgan Stanley (NYSE: MS) in the US. Morgan Stanley Australia advises, trades, manages and distributes capital for governments, institutions, not-for-profit organizations, families and individuals. | Finance |
Morgan Stanley Australia Ltd.
Morgan Stanley Australia Ltd. Investment Banks/BrokersFinance Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators. | Finance |
Merrill Lynch Equities (Australia) Ltd.
Merrill Lynch Equities (Australia) Ltd. Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The private company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017. | Finance |
Kinetic Investment Partners Pty Ltd.
Kinetic Investment Partners Pty Ltd. Investment ManagersFinance Kinetic Investment Partners Pty Ltd. (Kinetic) is an independent investment advisor headquartered in Melbourne, Australia. They were founded by Richard Sharp and Jonathan Findlay, following Challenger Financial Services Group's acquisition of HSBC Asset Management (Australia) Ltd. in 2005. The firm manages individual mandates for institutional clients seeking exposure to the Australian small-cap sector. They are a socially responsible investor and signatory to the UN Principles for Responsible Investment which integrates environmental, social and corporate governance considerations into their investment decision-making and ownership practices. | Finance |
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