Simon Conn to depart IML

Mike Taylor

Managing Editor/Publisher, Financial Newswire

7 March 2025

Veteran IML portfolio manager, Simon Conn, is retiring after 27 years with the fund manager.

Conn was one of the founding members of the IML investment team and will retire at the end of June after which he will remain as a consultant until the end of September.

Commenting on Conn’s impending departure, IML chief executive, Damon Hambly noted the company’s approach to succession planning which he said would ensure that the portfolios would continue to be managed in the same disciplined manner which had applied since inception.

IML portfolio manager Marc Whittaker will assume leadership of the small and mid-cap team from the end of June after jointly managing IML’s small–mid cap portfolios with Simon for eight years.

Whittaker will be supported by Australian Smaller Companies co-portfolio manager Lucas Goode who joined IML in 2018, and the broader IML investment team.

Whittaker joined the IML business in 2016 and currently co-manages the Future Leaders and Private. Prior to IML Whittaker spent six years as a portfolio manager at Milford Asset Management.