BlueRock Investment Committee

Meet the External Representatives on the BlueRock Investment Committee

Jacqueline Fernley

Jacqueline is Chief Investment Officer at Mason Stevens and one of the most well-regarded investment professionals in Australia, with over 25 years experience leading teams and developing products in financial services. Jacqueline chairs the BlueRock Investment Committee.

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Andrew Ash

With over 20 years experience in investment research, Andrew has both a passion and expertise in responsible investing, having built out ESG research capabilities and portfolios. He is the Head of Manager Research at Mason Stevens and sits on our Manager Selection Committee.

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Hasan Tevfik

Hasan joined MST in 2018 and is part of a team that concentrates on broader themes within markets and their implications for investors. Hasan has been appointed to the BlueRock Investment Committee.

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John Lockton

John joined Sandstone Insights in 2022 and his primary areas of focus are equity strategy, security analysis, and portfolio management. John has been appointed to the Security Selection Committee.

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Meet BlueRock's Committee Representatives

Jarrod Broadbent

Jarrod is Managing Director of BlueRock Investments and sits on the Security Selection Committee.

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Jon Holroyd

Jon is a Director of Investments at BlueRock and sits on the Security Selection Committee.

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Gareth de Maid

Gareth is a Director of Investments at BlueRock and sits on the Manager Selection Committee.

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Adam Morse

Adam is the Managing Director of BlueRock Family Office and sits on the Manager Selection Commmittee.

Learn More About Our Investment Committee

What Does the Investment Committee Do?

The BlueRock Investment Committee focuses on the interpretation of macroeconomic and market data to inform decisions around asset allocation and portfolio construction. The Investment Committee is supported by two separate sub-committees, the Security Selection Committee and the Manager Selection Committee, whose sole focuses are the selection (and related due diligence) of Australian Direct Equities and the appointing of third party managers.

Investment Committee Members and Structure

To support the Investment Committee, BlueRock has engaged MST Sandstone for the provision of macroeconomic and Australian share fund research. MST’s unique lens supports BlueRock's Investment Advisors in delivering appropriate portfolio construction and risk adjusted returns for our clients. We also welcome committee members from Mason Stevens, who provide integrated wealth platform technology and specialist investment support. In addition to our external committee members, 2 Directors and 2 Managing Directors from BlueRock's Wealth division sit on the committee.

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