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News

JANA management changes

JANA Investment Advisers today announced that Ken Marshman is taking a new role within the company as Head of Investment Outcomes with Ian Patrick assuming the role of Chief Executive Officer.

As CEO, Ian will have responsibility for managing JANA’s commercial interests and the day to day operations of the firm. Ian has worked with JANA for more than six years in a senior consulting role and as leader of JANA’s International Equities Research team. Prior to joining JANA, Ian was a Principal at Mercer Human Resource Consulting in Sydney.

In his new role as Head of Investment Outcomes, Ken Marshman will apply his considerable experience to focus on delivery of outperformance as investment markets continue to evolve.

Specifically, Ken will address the next wave of investment opportunities and how good investment ideas can be implemented effectively. Ken will remain as Chair of the Board of Directors of JANA and will also continue to work closely with JANA’s advised funds.

Michael Mulcahy will take over from Ian Patrick as Head of International Equities Research. Michael joined JANA in 2007 and was previously at Suncorp Investment Management in the position of Portfolio Manager, World Equities.

JANA’s investment advice has delivered outstanding results for its clients, over short and longer term timeframes. The median JANA advised balanced fund returned 9.7% in the 12 months to 31 December 2007, compared to the returns of the median funds in the SuperRatings Index of 7.8% and the Mercer Pooled Fund Survey of 5.9%. The median JANA fund also outperformed those benchmarks over 3 and 5 year periods.

"Investment markets are again challenging and, while our advised funds are performing very well during these times, we must continually reassess our structure to provide an ongoing edge for our clients," Mr Marshman said.

"These changes will enable us to build on our record of outperformance and also reflects our focus on the importance of having a strong succession plan in place."

The transition of roles will take effect over the next three months.

Please find below the JANA Organisation Structure.

JANA Organisation Structure (PDF, 28Kb)