Suite 1202, 135 Macquarie St, Sydney, 2000

Above the Index Asset Management

Welcome to Above the Index Asset Management

Making Your Future a Success

Our Team

David Liu

David Liu

 David Liu, Head of Research (time allocation: 80% research, 20% portfolio construction, 10% operational)
BComm, LLB, CFA, FINSIA Fellow
David is a member of the ATI Portfolio Committee and has responsibility for stock research and ERS process integrity.  He has research responsibilities for the Consumer Discretionary, Consumer Staples, Healthcare, and Industrials sectors.
David was a founding principal of ATI along with Simon and Tim.  He has been in the financial industry for 18 years
From 1992-1993 He worked  in Hong Kong as a lawyer for shipping company Holdenhurst Ltd. His role was to assist in the drafting of contracts for various shipping transactions.
From 1993-1999 He worked at Bain & Co which eventually became Deutsche bank in roles of sell side research analyst with responsibility for consumables (food, beverages, tobacco) / diversified industrials and small caps at certain times during this period.
From 1999-2001 David was the Managing Director of internet company E-Phone Limited, which was listed on the ASX in 2000.
From 2001 -2003 David was the investment analyst for Berren Asset Management, the manager of the International Wine Investment Fund (formerly a LIC on the ASX mkt cap $350m). He was responsible for the analysis of the IWI’s investments which included on-shore offshore listed and non-listed beverage assets.   
From 2004-2005 David was the Head of Equity Capital Markets and a Director of Corporate Finance at BBY. He was responsible for leading various IPO’s, capital raisings and corporate advisory transactions
In 2004 David established ATI in conjunction with Simon and Tim. 
In 2005 David commenced working at ATI fulltime.  

Simon Burge

Simon Burge

 Simon Burge, Chief Investment Officer (time allocation: 60% research, 30% portfolio construction, 10% operational)
BComm (UNSW), M Bus (UTS)
Simon chairs the ATI Portfolio Committee and has responsibility for portfolio construction and risk overlay analysis. He has research responsibilities for the Financials sector. 
Simon was a founding principal of ATI along with David and Tim and has had over 20 years experience in the funds management industry.
Simon brings a wealth of experience in the value investing style and portfolio construction that are integral to implementing the investment plosophy of ATI. Simon is heavily involved in stock selection, risk control procedures, portfolio construction, stock research, continual process improvement and daily portfolio management.  Simon ensures ATI remains true to label in constructing portfolios that provide consistent returns based on ATI’s disciplined relative value investment style.
From 1989-1992 he worked  as a graduate equity investment analyst for Ultimate Funds Limited.  This role involved stock modelling and portfolio construction of portfolios for a registered unit trust scheme operator.
From 1992-2003 he was a portfolio manager at Tyndall Australia Ltd where he worked with ATI’s Chairman, Tim Phillips who was the Director of equities.  Duties in this role included stock research and modelling (with a focus on financial sector stocks), portfolio construction and risk management responsibilities (including being the portfolio manager for the Tyndall Australian Share Fund and many wholesale mandates) and overseeing the dealing function that reported directly to him. 
In 2004 Simon established ATI in conjunction with David and Tim.    

Tim Phillips

Tim Phillips

Tim Phillips, Chairman

Tim joins the ATI Board after a long working relationship with Simon Burge at Tyndall for almost ten years. Tim brings a wealth of background knowledge and experience that will provide support to the ATI Board and the Portfolio Committee which is charged with ratifying all investment decisions for ATI. Tim has over 30 years experience in financial markets and the funds management industry in particular. 

Contact Us

Contact Us

Above the Index Asset Management

0410 456 833