Investment Management – directly managed and model portfolio service


  • API Capital is owned and operated by an experienced team with senior connections to global investment decision makers
  • Our Australian, UK & US presence fully enables global market coverage
  • All team members have extensive, hands-on experience at large global investment management firms
  • We encourage & provide client access to key investment decision makers

 

 

Management Team


 

  Robert Swift CFA, Portfolio Manager, Chief Investment Officer

  • Robert has worked as a fund manager in the investment industry for over 30 years.
  • Before API he managed $20bn as head of multi strategies at BTIM in Sydney and prior to that was jointly responsible for over $200bn as Chief Investment Officer at Putnam Investments in Boston, USA.
  • Robert is a member of the LG Super investment committee, a large Australian superannuation fund.
  • Robert is based in Sydney, Australia and covers Asian and North American markets.

 

  Roger McIntosh, Portfolio Manager, Head of Quantitative Strategies & Research

  • Roger has over 25 years experience in investment management and quantitative finance as a global equities portfolio manager, investment strategist and Chief Investment Officer. Prior to joining API he was Head of Investments at LUCRF Super, responsible for AUD5 billion in multi-asset strategies.
  • Roger has also held senior investment management positions with Vanguard Investments Australia, including Head of Investment Strategy, Head of Fixed Interest and Head of Global Equities responsible for over AUD 25 billion. He has extensive investment management experience in quantitative global equity strategies.
  • Roger is based in Melbourne, Australia managing API’s Alpha Plus Strategies and the multi-factor VMQ stock analysis model.

 

  Karl Hunt, Portfolio Manager, Head of UK & European Equities

  • Karl has over 25 years experience in investment management in UK and Middle East
  • This includes senior roles at the Abu Dhabi Investment Authority in the UAE, where he established the global quantitative investment management department covering stock selection, portfolio construction, and asset allocation.
  • Prior to this he worked in London for major banks with mandates including active quant pension funds, multi asset life and pensions funds, and mutual funds.
  • Karl is based in the United Kingdom and covers European and Asian markets

 

  Kevin Smith, Portfolio Manager, Head of Asia Pacific Equities

  • Kevin has over 32 years experience in investment management in UK, Asia and Australia.
  • Kevin’s past roles include Chief Executive Officer, Standard Life Investments Asia and Chief Investment Officer Equities, ABN Amro Asset Management managing more than EUR100 billion.
  • Kevin has extensive experience with mandates for pension funds, closed-end investment companies, open-ended mutual funds, sovereign wealth funds and charities.
  • Kevin is based in Melbourne, Australia and covers Asian markets.

 

James L. Curtis, CFA, Portfolio Manager, Head of North American Equities

  • Jim has worked as a portfolio manager & research analyst in the investment industry for over 20 years.
  • Jim is the Founder, Portfolio Manager & Managing Member of Staghorn Capital Management, LLC and the long/short, Bluewater Global Fund, with excess returns at 7% p.a. since its inception in 2005.
  • Before Staghorn, Jim worked at Tudor Investments, Boston, as a member of the investment team managing the $10bn long/short, Raptor Global Fund.
  • Jim worked at Putnam Investments in Boston with API colleague Robert Swift.
  • Jim is a Member of the Board of the University of North Carolina at Chapel Hill, Kenan-Flagler Business School, CEI Advisory Board.
  • Jim is based in the USA with offices in Miami and NYC and is a specialist in USA equities.

 

  Dugald Ross, Chief Operating Officer

  • Dugald has 22 years of capital markets experience with an expertise in risk, trading strategies, derivatives and execution analysis. Prior to joining API, he has recently helped establish and overseen a number of smaller investment management boutiques in Australia, as well as one of the first commodities based UCITS III funds ever launched. This was overseen by the Irish regulators and with direct oversight by the Financial Conduct Authority (FCA) in the UK.
  • Dugald previously spent 12 years trading equity options, futures, and derivatives portfolios as an executive of, and in a joint venture with, Goldman Sachs JB Were.
  • Dugald is based in the Netherlands

 

Vincent Esposito, Head of Strategy & Business Development

  • Vincent is a senior executive with over 35 years in the finance industry. He has held the roles of managing partner of NPI Capital Limited Partners, CEO of Knott Asset Management, President and CEO of Aberdeen Mutual funds, and President DWS Scudder Mutual Funds.
  • Prior to this he was a managing director, and partner, of Putnam Investments as their head of US Retail sales, European business development and director of product marketing. He has also held the role of first vice president InterCapital at Dean Witter.
  • Vincent is based in New York, USA.