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Kylie Higgins

CFA, BMathFin
Senior Portfolio Manager

Kylie has an active role in the management of the diversified portfolio mandates. She has worked in the funds management industry for over 15 years and in her most recent position, Kylie was the senior portfolio manager of multi asset portfolios with $5 billion in funds under management.

Prior to that, Kylie worked in wealth management in the UK as an equity research analyst recommending investments across European and US markets. She has a degree in Mathematics and Finance from the University of Technology Sydney (UTS) and is also a CFA charter holder.

 

Robert Bencic

Robert Bencic

Portfolio Manager

With 15 years of experience working within the broking industry, funds management and custodian services, Robert has extensive knowledge of investment markets and research skills.

He is a senior member of the Investment Committee and provides comprehensive due diligence and investment analysis on key companies within the Beulah investment universe as well as being the portfolio dealer for the Beulah portfolios.

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Luke Conca

BCom(Banking & Finance)
Investment Analyst

Luke joined Beulah in 2014 and is part of the Beulah Investment Committee. Along with Robert Bencic, he is responsible for investment analysis and portfolio management of the Beulah Capital model portfolios with a particular focus on Australian Equities.

As a current CFA Level 2 candidate, Luke spends his spare time studying and playing football.