• Global Resources

    Our Global Resources team is a large, global and specialist team dedicated to investing in resources equities. The team has over 130 years of combined investment experience and draws upon an outstanding range of industry and investment management expertise including mining and petroleum engineering, metallurgy, economics, finance and chemistry to technically and economically appraise resource projects.

Joanne Warner

Head of Global Resources

As Head of Global Resources, Joanne leads an experienced Global Resources team of professionals as well as co-managing the Global Resources Fund.

  • More than 22 years investment experience.
  • Prior to joining becoming Head of Global Resources, Joanne was the prime Portfolio Manager for the internal Statutory Funds in July 2003 and then for a Global Resources mandate in January 2006. Between 2006 and mid-2010 she was the prime Portfolio Manager for all the publicly offered Global Resources long funds in Australia, UK, Singapore, and Hong Kong.
  • Joanne also held roles with Equitilink, as a fund manager and as an analyst with London-based mining specialist broker T Hoare & Co.

Todd Warren

Portfolio Manager

Todd is the co-Portfolio Manager for the CFS Wholesale Global Resources Fund and other Global Resources long-only mandates.

  • More than 18 years with CFSGAM including 6 years secondment in the London office.
  • Prior to joining CFSGAM, Todd was responsible for relationships with the major independent research houses, and State Bank of New South Wales in a strategy role.

Tal Lomnitzer

Portfolio Manager

Tal is the co-Portfolio Manager for the OEIC and VCC Global Resources Funds and other Global Resources long-only mandates. Tal is based in London, UK.

  • More than 17 years investment experience.
  • Prior to joining CFSGAM, Tal founded and managed the Merchant Global Resources Fund.
  • Tal also was a partner and fund manager at NewSmith Capital and ORN Capital, and a fund manager and buy-side equity analyst at Deutsche Asset Management.

Mark Hume

Portfolio Manager

Mark’s main focus is on the detailed analysis of international energy companies. He was appointed portfolio manager in July 2015.

  • Over 12 years investment experience.
  • Prior to joining CFSGAM, Mark was at Wood Mackenzie as an energy consultant.
  • Mark also held roles at Credit Suisse’s and BofA Merrill Lynch Australia as head of the Oil and Gas team.

Rebecca O’Dwyer

Senior Analyst

Rebecca’s main focus is on the detailed analysis of international mining companies

  • Over 14 years of investment experience
  • Prior to joining CFSGAM, Rebecca was a member of Investec’s top rated mining research team based in London.
  • Rebecca also held roles at Morgan Stanley as Vice President – Metals and Mining, and Anglo Coal as a mining engineer.

Peter Campbell

Senior Analyst

Peter’s main responsibilities include the mining, energy and steel sectors and has also been involved in numerous company reviews and site visits.

  • Over 9 years investment experience.
  • Peter joined Colonial’s graduate programme in June 2008.
  • Peter’s previous roles include positions with the Unlisted Infrastructure team in Sydney and the Global Equities team in London

Peter Mangano

Senior Analyst

Peter is responsible for the in-depth analysis of global mining companies.

  • Over 22 years' experience as a mining equities analyst.
  • Prior to joining CFSGAM, Peter was the Chief Operating Officer of IPD Analytics, based in Miami. Previously he was Deputy Director of US Equity Research and Director Global Research Operations with Citigroup, based in New York.
  • Peter holds a Bachelor of Science Honours (Physical and Inorganic Chemistry) from the University of Western Australia and has a Bachelor of Commerce (Accounting) from the University of Tasmania. He is also a trained metallurgist and a Certified Practicing Accountant.

Ryan Felsman

Investment Manager

Ryan acts as the team’s product specialist and business manager. He has over 19 years’ experience in funds management.

  • He previously worked with the Global Resources team as a Senior Investment Communications Manager and prior to that worked as Senior Analyst in the Economic and Market Research team, also with CFSGAM. He joined the firm in December 2010.
  • Prior to this, Ryan worked as a Portfolio Specialist at MIR Investment Management and in a variety of analytical and business development support positions in London, Wellington and Sydney.
  • Ryan holds a Master of Commerce (Economics, Government & Business) from the University of Sydney and a Bachelor of Commerce (Economics) from Macquarie University, Sydney.
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