Tyndall AM boosts Australian small caps expertise with appointment

Yasmine Raso

Senior Journalist

23 January 2025

Aware Super alum, Josh Phillips, has joined Tyndall Asset Management’s (Tyndall AM’s) Australian equity investment team as co-Portfolio Manager in its small companies division.

Phillips brings over a decade of investment experience to the new role at the Yarra Capital Management offshoot, having had a hand in developing Aware Super’s small cap strategy and philosophy as co-Portfolio Manager and previously as Associate Portfolio Manager in the Domestic Equities team.

Phillips also spent eight years in various global equities-oriented roles at Auscap Asset Management and Perpetual Investments.

“We’re delighted to welcome Josh to Tyndall. His strong capabilities and passion for investing make him a perfect fit for our growing small companies franchise, which as at 31 December 2024 has delivered an impressive 15.41% p.a. before fees its inception, outperforming its benchmark by +5.52% p.a.,” Tim Johnston, Head of Australian Equities at Tyndall AM, said.

“Josh’s appointment underscores Tyndall AM’s ongoing commitment to enhancing its investment capabilities and delivering exceptional value for its clients. His expertise aligns with the Firm’s disciplined, research-driven approach to delivering long-term value across the Australian small-cap sector.”

Phillips joins fellow co-Portfolio Manager, James Nguyen, in identifying new opportunities in the small cap space to help boost the performance of the investment manager’s product suite.

“I’m excited to have joined Tyndall, a firm with a rich history of active investing and a client-first approach,” Phillips said.

“I look forward to working alongside James and the broader team and contributing to the ongoing success of the small companies portfolio.”