Mr. Davies has extensive expertise in global equities, long/short investment strategies, fundamental research, capital allocation, and the identification of long-term structural opportunities across technology, natural resources, and emerging markets.

Mr. Davies has held senior portfolio management and investment research roles at leading global firms. At Carrara Capital, he managed a global long/short equity strategy across seven major markets, developing high-conviction investment ideas across the technology, logistics, consumer, and industrial sectors. At Holon Global Investments, he led a six-person research team focused on disruptive technologies and long-term structural investment themes.

Earlier in his career, Mr. Davies built China-focused investment capabilities for Caledonia Investments and Ellerston Capital, establishing research offices in Shanghai and leading teams of eight and 20 investment professionals, respectively. He directed investment research across Greater China and previously helped launch a dedicated China-focused equity fund at Consolidated Press Holdings. During his tenure at Ellerston, the China/Asia Fund generated a 55% compound annual return between 2003 and 2008.

Mr. Davies currently manages a concentrated portfolio focused on Australian and international resource companies, developing thematic investment strategies centred on gold, copper, and critical minerals. His investment approach combines rigorous fundamental research, global macro analysis, and disciplined capital allocation across technology, natural resources, and emerging structural opportunities.

He began his career at Goldman Sachs, where he managed the execution of UK and European equity trades for global hedge fund clients and advised institutional investors on market liquidity and trading strategies.

He also founded and self-funded Bright Employment and Bright Hospitality, a national initiative that helped more than 1,200 refugees and asylum seekers into long-term employment. Mr. Davies holds a Bachelor of Science (Honours) in Physiology and Psychology from Monash University.