JANA strengthens capabilities and expands research expertise

MONDAY 3 FEBRUARY 2025

JANA Investment Advisers (‘JANA’) is pleased to announce several key appointments and promotions, underscoring the firm’s commitment to advancing its capabilities, supporting business growth, and delivering exceptional outcomes for clients.

 Promotions and Role Transitions

Matthew Gadsden – Head of Research Execution
Matthew Gadsden has been appointed to the newly created role of Head of Research Execution. This role focuses on driving efficiency and enhancing cross-functional collaboration across investment-facing areas of the business. Leveraging JANA’s deep research expertise, Matthew will optimise investment advice and performance outcomes for clients.

Justin Tay – Head of Global Equities Research
Justin Tay has stepped into the role of Head of Global Equities Research, succeeding Matthew Gadsden. With over seven years of experience within JANA’s Global Equities Research team, Justin brings a wealth of knowledge and expertise to this critical area.

Robert Moore – Head of Debt / Sub-Investment Grade Debt Lead
Robert Moore will continue leading JANA’s Debt Research team (formerly Fixed Interest Research team), overseeing the strategic direction and client advice within the sector. He will also assume the position of Research Lead for Sub-Investment Grade Debt Lead. Robert’s dedicated focus will support the rapidly growing client interest in this area.

Martin Rea – Investment Grade Debt Lead
Martin Rea has been promoted to the role of Investment Grade Debt Lead. In this capacity, he will oversee JANA’s Cash and Diversified Fixed Interest advice and solutions, further demonstrating JANA’s dedication to providing targeted, high-quality investment solutions.

New Additions to the Team

In late 2024, JANA appointed Victoria Hugh as Senior Product Manager, strengthening JANA’s leadership in Investment Trusts. Victoria will leverage her extensive experience in financial services to drive product development to meet evolving client needs.

 JANA is also excited to welcome the following new team members:

• Stephanie O’Brien joins as a Senior Consultant in the Property Research team
• James Leos joins as a Senior Consultant in the Private Equity Research team
• Tina Nguyen joins as a Consultant in the Infrastructure Research team

Georgina Dudley, CEO of JANA, commented on the appointments: “These appointments highlight JANA’s commitment to building an agile and independent consulting model that prioritises the needs of our clients. By investing in our people and expanding our leadership capabilities, we’re ensuring that JANA remains at the forefront of delivering innovative, high-quality research and advice across all asset classes. This is an exciting time for JANA as we continue to grow our presence in the market and reinforce our position as trusted advisers to some of Australia’s largest institutional investors.”

JANA has consistently evolved its consulting offering to meet the growing needs of its clients. This includes expanding its proposition to serve a broader range of clients across Australia and New Zealand, including superannuation, not-for-profit, insurance, and wealth segments, while maintaining a focus on delivering tailored, strategic solutions to address the unique challenges faced by institutional investors.