Daniel Luth

Experience

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  Balanced Equity Management Pty Limited

  Jul 2001 - Sept 2021

  Equities Analyst

  - Joined BEM in 2001 at a period of strong growth for the firm and became a core member of the Industrials team. During tenure, funds under management grew from $2.5b to a peak of $13b.- Granted equity ownership in 2004.- Generated trade and investment ideas from the ASX100 universe in the Consumer, Property and Gaming sectors, to drive investment decisions and portfolio construction as part of the Industrials research team.- Interacted with CEOs, CFOs, Chairs and investor relations managers of companies under coverage, including preparing for and leading one-on-one meetings.- Conducted wider industry analysis including events and developments in the market and their impact on companies under coverage.- Developed and maintained in-depth company valuation models; produced written reports and presentations.- Conducted detailed reviews of proxy voting material and voted on behalf of clients' funds at AGMs and EGMs.- Reviewed relevant ESG issues for each company under coverage to assist in stock selection and client requirements. Show less

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  Fiji Book Drive

  Jan 2016 - now

  Founding Director and Chair

  - Founding board member and chair of registered charity established to provide books and educational materials to kindergartens, primary and secondary schools in Fiji.- Responsible for conducting board meetings, filing regulatory documents and accounts, tracking finances, maintaining donor database and engaging with CEO over strategy. - Over 190,000 books sent to remote Fijian schools since 2012.

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  Mutual Trust Pty Ltd

  Aug 2022 - now

  Senior Equities Analyst