Sam is the senior Portfolio Manager of the Strategic Natural Resources Trust, which has been running for just under five years, returning 29.2%pa over that period.
Sam joined Perennial Value Management in April 2012, from the Royal Bank of Scotland in Sydney where he held the role of Metals and Mining Analyst. During that time, he won Starmine’s 2011 top Australian Metals and Mining Analyst Award.
Prior to transitioning to the investment industry in 2008, he commenced his career in the mining industry gaining open pit mining and exploration experience across key commodities including gold, nickel, iron and uranium. The majority of his six years in the mining industry were spent with the industry leading management team at Equigold, spread across rolls in Western Australia and West Africa.
Sam holds a Bachelor of Science Degree (majoring in Geology and Chemistry) and a Postgraduate Honours Degree in Geochemistry from the University of Western Australia. He also holds a Graduate Diploma in Applied Finance and Investment.
Rita has extensive experience in Financial Services, including senior roles at Mercer. She is the Independent Chairwoman of Netwealth Superannuation Services Pty Ltd (NSS) since September 2020 and serves on the NSS Audit, Risk and Compliance Committee and the Superannuation Investment Committee. Rita holds degrees in Law and Economics from Monash University and is a Graduate Member of the Australian Institute of Company Directors.