INDIVIDUALISED & TAILORED PERSONAL INVESTMENT MANAGEMENT
WHO WE ARE
Berkholts Investments is a privately owned independent funds management company not associated with any other financial institution.
It was formed for the purpose of providing individually tailored investment management services for a range of clients including individuals, superannuation funds and Not for Profit organisations.
OUR SERVICE
Portfolios are separately held and separately managed according to individual mandates, risk and tax profiles as distinct from a unit trust or pooled funds structure.
Individually Managed Accounts – We provide an independent advisory and portfolio management service. The advice you obtain from us is independent advice, based on a consideration and investigation of your own objectives and needs, financial situation and the strategy agreed with you.
Tax Effective – We manage your portfolio in a tax effective manner and aim to minimise tax where possible.
Custody – For the purposes of safekeeping all client assets are held by an external licenced custodian. The beneficial ownership of the assets held in custody is not altered by that arrangement. Individual client records for each account holder are kept with the custodian as well as the fund manager. In our view this added transparency reduces risk and enhances security for our clients and contrasts with the situation where the individual client holdings are recorded only by the Manager and are not recorded by the Custodian.
Reporting – Clients receive a full reporting package at the end of each quarter including performance measurement against benchmark and an annual financial year package containing relevant information required for Australian Tax reporting. Clients may also monitor their portfolio daily via our client log in portal.
Investment Process – The principals of Berkholts Investments come from a research background and the aim is to identify the industries and specific companies that will produce superior returns over time. Once identified, purchase of these investments will only be made if valuation criteria is considered to be attractive. While meetings with management are valued highly in the research process access to a wide range of broker research is also used when assessing investment opportunities. Since the approach to investment is essentially a longer term one, trading is not normally high and turnover of the portfolios is relatively low.
At Berkholts Investments, we specialise in Australian equities and have substantial experience in investment research and management of client portfolios. If you would like to invest with us or for any further information, please contact us and we would be more than happy to assist you.
OUR PEOPLE
Berkholts Investments specialises in individualised investment management which is specifically tailored to you the client..
It was founded by Andrew Gregerson and William Gregerson.
Andrew Gregerson
Director & Portfolio Manager
Andrew Gregerson is the Portfolio Manager and Director of Berkholts Investments. Andrew has over 20 years of professional experience in securities analysis and portfolio management. Prior to founding Berkholts Investments, Andrew spent 3 years with EL & C Baillieu Stockbroking, where he was responsible for securities research, equities dealing and execution, portfolio management and capital raising. Andrew spent 2 years with Credit Suisse where he was an Account Manager primarily responsible for equity research sales to institutional markets. Prior to that, Andrew worked for 2 years with CCZ Statton Equities. Andrew holds a Bachelor of Business and a Diploma of Stock Broking
ag@berkholtsinvestments.com | 02 9112 0801
Bill Gregerson
Director
Bill Gregerson is the Director of Berkholts Investments, with over 35 years of extensive experience in securities analysis and investment management. Prior to Berkholts Investments, Bill worked for 15 years with Private Portfolio Partners where he was one of the founding shareholders and was formally an Executive Director. Bill was responsible for analysing investment opportunities and managing portfolios for a wide range of clients. Prior to that, Bill spent 20 years with ABS White & Co as a Research Partner responsible for securities analysis, corporate advice and underwriting. He was a member of the Stock Exchange from 1983 to 1998. Bill holds a Bachelor of Economics and Master of Commerce.
wg@berkholtsinvestments.com | 02 9112 0802
Rima Doughman
Chief Operating Officer
Rima Doughman is the Chief Operating Officer at Berkholts Investments, with over 25 years’ experience in the financial services industry. Before joining Berkholts, she spent 10 years at BNP Paribas, where she excelled in various operational, project management, and fund accounting roles. Prior to BNP Paribas, Rima held key positions in portfolio accounting, pricing, and performance at JPMorgan Chase, Hopkins Partners Funds Management and Permanent Trustees. Rima holds a Bachelor of Commerce and a Diploma in Financial Markets.
rd@berkholtsinvestments.com | 02 9112 0803
Louis Bannon
Analyst
Louis Bannon is an Investment Analyst at Berkholts Investments. Louis has worked in public & private markets investing for over 6 years. Prior to joining Berkholts Investments, he was an analyst at QVG Capital. Louis holds a Bachelor of Business and Bachelor of Laws (Hons).
lb@berkholtsinvestments.com | 02 9112 0804