With 25 years’ experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global investment management in Australia.
He has a deep understanding of the mechanisms through which disruption changes business models and the impact it has on company valuation, having identified and invested in AI in 2016 through Nvidia, among many other companies which have generated strong portfolio returns over the ten years the fund has operated.