Founded in Melbourne in 2013, Jamieson Coote Bonds (JCB) is a privately owned specialist high grade bond manager. JCB manages over A$3.2 billion (as at 16 April 2019) of domestic and global high grade bond assets on behalf of institutional and retail investors. JCB is headquartered in Melbourne and has an office in Singapore.
JCB is solely focused on actively managing domestic and global high grade bonds for the long term to produce superior risk-adjusted returns for investors. They aim to be the manager of choice for investors seeking a true defensive and disaggregated fixed income allocation within portfolios.
The investment philosophy is centred on duration management and targeted security bond selection (across and within sub-sectors) which JCB strongly believes can drive returns over appropriate time horizons. Economic fundamentals, monetary policies and politics, and bond supply/flow implications are critical drivers of ongoing returns, thus JCB believes skilled active management can help to protect investments on the downside and participate on the upside, over time.
“As a team, we carefully balance risk vs. return on duration, curve, and country allocation strategies. The outcome is used as a basis to construct our portfolios.”
Charles is a co-founder of Jamieson Coote Bonds (JCB) and oversees portfolio management of the Australian and Global High Grade Bond investment strategies.
Prior to JCB, Charles forged a career as a seasoned bond investor from 2001 in New York, Tokyo, London and Sydney, with Merrill Lynch/Bank of America Merrill Lynch. Over his career, Charles has managed large Government Bond portfolios in key major currencies and derivative instruments. During this time, he has managed through the spectrum of financial market dynamics, including September 11, 2001, the Global Financial Crisis, Eurozone crises, the US credit rating downgrade and Chinese/Greek concerns.
Upon returning to Australia with the Bank of America Merrill Lynch, Charles’s most recent appointment was as the Co-Head of Fixed Income, Currencies & Commodities, where he was a member of the Bank’s Executive Management team. He also served as a member of the Australian Financial Markets Association (AFMA) Bond Committee. He is a regular speaker at major conferences and financial media.
Charles holds a Bachelor of Commerce from Monash University, majoring in accounting and finance.
Charles is a co-founder of Jamieson Coote Bonds (JCB) and oversees portfolio management of the Australian and Global High Grade Bond investment strategies.
Prior to JCB, Charles forged a career as a seasoned bond investor from 2001 in New York, Tokyo, London and Sydney, with Merrill Lynch/Bank of America Merrill Lynch. Over his career, Charles has managed large Government Bond portfolios in key major currencies and derivative instruments. During this time, he has managed through the spectrum of financial market dynamics, including September 11, 2001, the Global Financial Crisis, Eurozone crises, the US credit rating downgrade and Chinese/Greek concerns.
Upon returning to Australia with the Bank of America Merrill Lynch, Charles’s most recent appointment was as the Co-Head of Fixed Income, Currencies & Commodities, where he was a member of the Bank’s Executive Management team. He also served as a member of the Australian Financial Markets Association (AFMA) Bond Committee. He is a regular speaker at major conferences and financial media.
Charles holds a Bachelor of Commerce from Monash University, majoring in accounting and finance.
Angus is a co-founder of JCB and oversees its business, investment and client-facing operations.
Angus has enjoyed a career as an intermediator of High Grade Bonds across the world’s major financial centres with clients across Global Central Banks, Asset Managers, Sovereign Wealth Funds and Hedge Funds. He began his career with JP Morgan in London before transitioning to ANZ in Asia (Hong Kong, Singapore) – all specialising in marketing Australian Government Bonds and other debt products. During this time, Angus transacted the first ever Australian Bond investments for several of the large Asian Central Banks who now dominate the market as the largest holders of Australian Government debt. He subsequently returned to Australia with ANZ before joining Westpac in Sydney to Head Global Central Bank distribution.
Angus has a Bachelor of Business from the Royal Melbourne Institute of Technology majoring in economics and finance. Angus also serves on the Geelong Grammar School Investment Committee as a bond investment specialist and is a member of the Investment Committee of the St Vincent’s Institute of Medical Research.
Angus is a co-founder of JCB and oversees its business, investment and client-facing operations.
Angus has enjoyed a career as an intermediator of High Grade Bonds across the world’s major financial centres with clients across Global Central Banks, Asset Managers, Sovereign Wealth Funds and Hedge Funds. He began his career with JP Morgan in London before transitioning to ANZ in Asia (Hong Kong, Singapore) – all specialising in marketing Australian Government Bonds and other debt products. During this time, Angus transacted the first ever Australian Bond investments for several of the large Asian Central Banks who now dominate the market as the largest holders of Australian Government debt. He subsequently returned to Australia with ANZ before joining Westpac in Sydney to Head Global Central Bank distribution.
Angus has a Bachelor of Business from the Royal Melbourne Institute of Technology majoring in economics and finance. Angus also serves on the Geelong Grammar School Investment Committee as a bond investment specialist and is a member of the Investment Committee of the St Vincent’s Institute of Medical Research.
Kate oversees a range of investment strategies for JCB clients and is based in our Singapore office.
Kate has been a career fixed income portfolio manager with two large Central Banks in Asia. She specialises in High Grade Bond portfolio management across all major global regions. Her career at the Bank of Thailand encompassed initial years in investment risk management, from the basic risk management functions in asset management to balance sheet risk management on how a central bank conducts its monetary policy and the impact to its balance sheet. From 2007, Kate transitioned into portfolio management, focusing on High Grade Bonds and managed fixed income portfolios through the Global Financial Crisis. In 2010, she moved to Hong Kong to join the Hong Kong Monetary Authority as a portfolio manager, specialising in rates and cross-country bond allocation.
Kate holds a Bachelor of Science in Economics from Massachusetts Institute of Technology. Her formal training combined with her deep financial markets experience provides significant fundamental and policy insights to the JCB investment process.
Kate oversees a range of investment strategies for JCB clients and is based in our Singapore office.
Kate has been a career fixed income portfolio manager with two large Central Banks in Asia. She specialises in High Grade Bond portfolio management across all major global regions. Her career at the Bank of Thailand encompassed initial years in investment risk management, from the basic risk management functions in asset management to balance sheet risk management on how a central bank conducts its monetary policy and the impact to its balance sheet. From 2007, Kate transitioned into portfolio management, focusing on High Grade Bonds and managed fixed income portfolios through the Global Financial Crisis. In 2010, she moved to Hong Kong to join the Hong Kong Monetary Authority as a portfolio manager, specialising in rates and cross-country bond allocation.
Kate holds a Bachelor of Science in Economics from Massachusetts Institute of Technology. Her formal training combined with her deep financial markets experience provides significant fundamental and policy insights to the JCB investment process.
Chris oversees a range of investment strategies for institutional and retail clients.
Chris began his bond investment specialist career in 1994 and has worked at Merrill Lynch, Société Générale and The Royal Bank of Canada, across Sydney, London and Toronto. His investment experience has allowed him to become an expert in the spectrum of financial instruments and portfolio strategies. Additionally, he has had to engage extensively with institutional clients (e.g. financial institutions, pension plans, asset managers, hedge funds and sovereign wealth funds) which has built up his expertise in market flow dynamics.
Chris holds a Bachelor of Economics from La Trobe University and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (now Finsia). Chris earned the right to use the Chartered Market Technician (CMT nominal, awarded by the Market Technicians Association) – one of the few in Australia to hold this designation. With over 10 years of experience as a CMT, Chris has developed a proprietary process of technical analysis to help mitigate investment risk and add value to duration management.
Chris oversees a range of investment strategies for institutional and retail clients.
Chris began his bond investment specialist career in 1994 and has worked at Merrill Lynch, Société Générale and The Royal Bank of Canada, across Sydney, London and Toronto. His investment experience has allowed him to become an expert in the spectrum of financial instruments and portfolio strategies. Additionally, he has had to engage extensively with institutional clients (e.g. financial institutions, pension plans, asset managers, hedge funds and sovereign wealth funds) which has built up his expertise in market flow dynamics.
Chris holds a Bachelor of Economics from La Trobe University and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (now Finsia). Chris earned the right to use the Chartered Market Technician (CMT nominal, awarded by the Market Technicians Association) – one of the few in Australia to hold this designation. With over 10 years of experience as a CMT, Chris has developed a proprietary process of technical analysis to help mitigate investment risk and add value to duration management.
Paul provides macro analysis and input as well as investment insight and research to benefit the security section process.
Paul is a career investment researcher and portfolio manager across the US and Australasia. He has previously worked at Colonial First State, Advance Funds Management, Barclays Global Investors (now BlackRock) including as a portfolio manager in San Francisco and Vanguard as senior investment strategist. He has authored/co-authored bond, multi-asset and factor-based thought-leadership for Vanguard. He was a member of the Investment Strategy Group that inputted into the bond investment process on macro issues. He was originally hired at Vanguard to lead the team responsible for portfolio construction analytics.
Paul holds a Bachelor of Commerce from Monash University and a Masters in Applied Finance & Investments from Finsia. He is a Senior Fellow of Finsia and a Councillor on the Finsia Industry Council for Funds & Asset Management. He also serves as an independent member of a number of Investment Committees, delivering asset allocation, manager selection and bond insights.
Paul provides macro analysis and input as well as investment insight and research to benefit the security section process.
Paul is a career investment researcher and portfolio manager across the US and Australasia. He has previously worked at Colonial First State, Advance Funds Management, Barclays Global Investors (now BlackRock) including as a portfolio manager in San Francisco and Vanguard as senior investment strategist. He has authored/co-authored bond, multi-asset and factor-based thought-leadership for Vanguard. He was a member of the Investment Strategy Group that inputted into the bond investment process on macro issues. He was originally hired at Vanguard to lead the team responsible for portfolio construction analytics.
Paul holds a Bachelor of Commerce from Monash University and a Masters in Applied Finance & Investments from Finsia. He is a Senior Fellow of Finsia and a Councillor on the Finsia Industry Council for Funds & Asset Management. He also serves as an independent member of a number of Investment Committees, delivering asset allocation, manager selection and bond insights.
As assistant portfolio manager in our Singapore office, Ben provides portfolio management support, research and analysis for JCB’s domestic and global high grade bond strategies. Ben is based in our Singapore office.
Ben has more than ten years investment management experience, most recently as Vice President, Investments at Wah Hin and Co (Pte) Ltd – a Singapore based Family Office, and prior to that, three years as a performance analyst at Aberdeen Asset Management conducting quantitative research on investment opportunities in APAC markets.
Ben holds a Ph.D. in Economics (Game Theory) from the National University of Singapore and a Bachelor of Science (Hons) in Quantitative Finance, also from the University of Singapore. Ben is a Chartered Financial Analyst charterholder and Certified Financial charterholder.
As assistant portfolio manager in our Singapore office, Ben provides portfolio management support, research and analysis for JCB’s domestic and global high grade bond strategies. Ben is based in our Singapore office.
Ben has more than ten years investment management experience, most recently as Vice President, Investments at Wah Hin and Co (Pte) Ltd – a Singapore based Family Office, and prior to that, three years as a performance analyst at Aberdeen Asset Management conducting quantitative research on investment opportunities in APAC markets.
Ben holds a Ph.D. in Economics (Game Theory) from the National University of Singapore and a Bachelor of Science (Hons) in Quantitative Finance, also from the University of Singapore. Ben is a Chartered Financial Analyst charterholder and Certified Financial charterholder.
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