We take an active approach to portfolio management, applying decades of experience to promptly asses risk, and act accordingly to maximise upside opportunity or reduce downside exposure.
To execute our investment strategy, Belvedere uses a combination of tools including:
- Macro assessment of the economy;
- Sector and industry trends;
- Fundamental analysis of the company’s balance sheets;
- Company valuation;
- Objective assessment of the executive management team;
- Thorough scrutiny of research reports; and
- Charting techniques to finesse entry and exit levels.
If we are unable to identify a share which meets our criteria we will have no hesitation to hold the funds in cash until a compelling proposition presents. Belvedere believes that by investing in quality, well-managed companies at the right prices, out-performance over the medium term can be delivered.
Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
Masters of Applied Finance, Macquarie University
Bachelor of Economics, University of Sydney
GAICD, Australian Institute of Company Directors
David Manchee
Director
David has over 20 years experience working in the Australian share market. His past roles include Managing Director of ANZ Stockbroking and Managing Director of Private Client Stockbroking at Citigroup. Prior to entering stockbroking, David was in finance for Barclays Bank before taking his finance skills to stockbroking, when he founded a number of Australia’s Margin Lending products in the early to mid 1990’s, including designing and establishing ANZ’s Margin Lending business.
In 2003, David co-founded Leyland Private Asset Management, and then established Belvedere Share Managers, with the goal of providing a high level of investment advice with a broader range of investment options to suit clients’ needs.
David regularly hosts Sky Business’ Market Day and gives interviews on CNBC, CNBC Asia and Bloomberg.
David is an Associate of Financial Services Institute of Australia (FINSIA).
Bachelor of Economics, University of Sydney
Qualified Chartered Accountant
Michael Suttor
Portfolio Manager
Michael has 30 years of experience in the Australian finance industry, and for the last 20 years he has worked in the Australian share market advising retail clients on the management of their Australian based share portfolios.
Michael has worked with Bankers Trust, Dart Corporation, BNP Paribas, UBS Wealth Management, ABS White and Co and Shaw Stockbroking.
Michael’s extensive experience gives him a strong understanding of the impact of global markets and global trends on Australian companies. Additionally, his detailed knowledge of the Australian share market and keen understanding of the requirements of Australian investors enables him to bring much experience and skill to the management of client share portfolios.
Testimonials
Maria MacNamara
Co-Founder at Hypereal
"David has a brain the size of the planet, which is why he's able to absorb so much of what's happening across the market and deliver the sage advice when it comes to managing investments within specific risk profile. He's a well respected commentator and in addition to his qualifications and experience, he has the nous to know when and where to invest for the best returns."
Craig Oldfield
General Sales Manager
"Steven has an incredible ability to connect with people, he can immediately adapt his persona in order to communicate effectively with the CEO or the janitor. The collaborative style that Steven uses enhances his transformational leadership. He forges a culture conducive to teamwork and productivity. Despite his strongest attribute being his negotiation ability, Steven is a "big picture" thinker and extremely entrepreneurial - he calculates risk for reward and is focused on providing solutions that maximise the result. I look forward to the chance of working with Steven again, somehow, sometime soon."
Tom Kennedy
Dealer Principal
"Steve is an honest, reliable and hard working person. I was Steve's manager as he developed in the Motorama Group. Steve is an asset to any team, will challenge the status quo."
Kieran Hoare
ILP Director at Merthyr Law
"Steve's so entertaining that he's a regular welcomed addition to Merthyr Law's Friday afternoon drinks. He's always learning and discovering as he is incredibly eager to find great tips, angles and insights for his network. He's an everyday knockabout guy who genuinely cares for his friends and clients. I'd encourage anyone to seek out Steve for a yarn, a beer and some fair dinkum tips."