Samuel Terry Asset Management is a boutique investment management company based in Sydney. The company was established in 2004 and is 100% owned by entities associated with its Directors who each have significant personal investments in the Samuel Terry Absolute Return Group.
Small team. Experience through market cycles and across asset classes
Fred has worked in financial markets since 1981. Prior to founding Samuel Terry in 2003, Fred worked at Hunter Hall International Limited, a European family office, and various stockbroking firms in Australia and the United Kingdom. Fred holds a Bachelor of Economics from the University of Sydney.
Nigel has worked in financial markets since 1985. Prior to joining Samuel Terry in 2009, Nigel worked at Hunter Hall International Limited, the same European family office as Fred, as well as Friends Provident and GIO Australia. Nigel holds a Bachelor of Economics and a Master of Accounting from the University of New South Wales.
Mitch has worked in financial markets since 2009. Prior to joining Samuel Terry in 2017, Mitch worked for a boutique Australian fund manager. Mitch holds a Bachelor of Commerce from the University of Sydney and a Master of Applied Finance from Macquarie University.
Pete has worked in financial markets since 2006. Prior to joining Samuel Terry, Pete worked at Five V Capital, Credit Suisse and Deutsche Bank. Pete holds a Bachelor of Laws and a Bachelor of Business from the University of Technology, Sydney.
Ouafaa has over 30 years’ experience in the financial services industry across operations, compliance and company secretarial roles. Prior to joining Samuel Terry, Ouafaa worked at CBA, AMP and MLC. Ouafaa also worked at Hunter Hall International Limited. Ouafaa holds a Bachelor of Arts and a Master of Commercial Law from Macquarie University.
Therese began her career as a banking and finance and commercial lawyer in 1987. She has worked in private practice in Sydney and in-house for SG Warburg, Chase Manhattan and Credit Suisse First Boston in London. Therese holds a Bachelor of Economics (majoring in Accounting and Economics) and a Bachelor of Laws from the University of Sydney, and a Master of Laws from the University of Cambridge.
Charlie has worked in financial markets since 2010. Prior to joining Samuel Terry in 2025, Charlie worked at the family office K Capital and Australian fund managers Contact Asset Management and Perpetual. Charlie holds a Bachelor of Commerce from the University of Sydney.
Oli joined Samuel Terry in 2025 as an Analyst. Prior to joining the firm, Oli worked at J.P. Morgan where he spent four years in the Natural Resources Investment Banking coverage team, having started his career there as a graduate. During his time at J.P. Morgan, Oli worked on a range of M&A and capital markets transactions advising Australian and global clients. Oli holds a Bachelor of Commerce with Distinction from the University of New South Wales.