Lachlan Davis

Head of Large Cap Active Equities

Joined in 2016


About Lachlan

Lachlan leads IFM Investors’ Large Cap Active Equities strategies and has more than 20 years of experience in managing equity portfolios. He began his career as a graduate with Shell, then completed an MBA at the Australian Graduate School of Management, which included an exchange to the Stern Business School in New York. He joined AMP Investments in 1996, as part of the Investment Solutions team headed by Dr Jack Gray with a focus on delivering innovative solutions to large institutional clients across a wide range of asset classes. This included work across Equities, Fixed Income, Hedge Funds and infrastructure. In 1997 he joined the Active Quantitative Team in Australian Equities to develop a Long-Short strategy which was launched in 2001.

He was responsible, along with Mark McClatchey, for driving a number of innovations including the integration of fundamental and quantitative techniques and further research and refinement of a factor based approach to investing. The team evolved to become the Multi-Strategy Team, which encompassed Enhanced Index, Value, Quantitative, Long-Short (130/30) and Asia-Pacific Market Neutral strategies. These strategies all used a common base of factor investing and were applied over different risk tolerances, horizons and investment markets and could be tailored to the individual institutions bespoke requirements. While at AMP, Lachlan was involved in quantitative research, risk management, portfolio construction, corporate assessment, stock research, business development and management. He was a member of the AMP Global Equities & Fixed Income leadership team and the AMP Investment Committee. At IFM Lachlan is a member of the IFM Risk Committee and Equities Leadership Group. Lachlan was a Director of Scallop Credit Union during his time at Shell and a Director of Gove Aluminium Finance, an AMP/CSR joint venture, during his time at AMP.