Investment Manager

Bennelong Long Short Equity Management (BLSEM) is a boutique, market neutral asset manager, managing investments on behalf of both fund-of-funds and private investors. The subsidiary was founded as a joint initiative between Bennelong Funds Management (Bennelong) and BLSEM principal, Richard Fish, in 2002.

Investment Managers: Steven Lambeth, Daniel Sanelli, Sam Shepherd, Justin Hay, Sam Taylor

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Sam Shepherd

Portfolio Manager

Sam Shepherd joined the team in May 2012, bringing with him 21 years of Australian equities experience. Most recently, he was Head of the Melbourne institutional equities desk for Credit Suisse. In this role, he was responsible for research sales, account management and execution. Prior to Credit Suisse, Sam was a sales trader and research salesman at JP Morgan.

His first seven years in the industry were spent at Norwich Investment Management, where he worked as a dealer, analyst and portfolio manager. Sam has a Bachelor of Commerce and a Graduate Diploma in Applied Finance and Investment.

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Sam Taylor

Head of Research

Sam Taylor is a Senior Investment Analyst at BLSEM. Sam has 15 years’ experience researching and investing in the Australian equities market. He has worked with the Bennelong Group (now known as Bangarra Group) since 2006, in both an analyst and portfolio manager capacity. Currently Sam is responsible for company and industry research and working closely with the portfolio managers on pair trade investment decisions.

Previously, Sam was Partner at Ocean Financial Group where he was an equity portfolio manager for high net worth individuals. Sam's professional history also includes investment advisory roles at Hartleys Ltd and Intersuisse Ltd.

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Steven Lambeth

Senior Analyst

Steven joined BLSEM as Senior Investment Analyst in August 2014. He has over 11 years’ experience in the funds management industry. Most recently, Steven worked with JCP Investment Partners where he was Senior Investment Analyst, responsible for company research and valuation within a variety of sectors. Steven was also integrally involved in portfolio decision making across a range of investment portfolios, including the JCP 150/50 long short fund.

Prior to this, Steven worked as Senior Investment Manager with Wallara Asset Management and as an Investment Consultant with Towers Perrin’s Asset Consulting Practice.

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Justin Hay

Senior Analyst

Justin joined the team in August 2016. He has extensive investment management and Australian equities experience as he joins BLSEM from Optimal Fund Management Australia where he was Senior Analyst. In this role, Justin undertook fundamental research on equities, provided portfolio management support and analysed macro-economic factors as a member of the research team for the Optimal Australia Absolute Return Trust.

Prior to this role, Justin worked as Executive Director – Institutional Research Sales with Goldman Sachs Australia. In total, Justin has over 18 years of experience in the securities industry, including six years in London working for Goldman Sachs International.