Investment Management
Investment team
Regal is home to one of the largest fundamental investment teams in the Asia-Pacific region. We are one of Australia’s most active public and private market investors and a significant provider of capital to Australian corporates.
Our team of portfolio managers and analysts bring deep specialist sector expertise and a strong track record of performance to Regal’s capabilities across long/short equities, private markets and credit & royalties.
Portfolio Managers - Credit & Royalties
Credit & Royalties
Gavin George
Portfolio Manager
Gavin George
Portfolio Manager
Gavin is a Portfolio Manager for Regal’s private credit capability.
Prior to joining Regal in August 2022, Gavin spent almost 5 years at Sixth Street, a global alternatives manager, as Managing Director responsible for Australia and New Zealand. Prior to this Gavin spent 15 years in New York and London operating in the high yield, leveraged loan and distressed credit markets for UBS, Knight Capital and Stifel. Gavin commenced his career at Macquarie Bank in 1998-2002 as an analyst in credit risk and ECM.
Gavin holds a double degree in Commerce and Laws from the University of New South Wales.
Jacob Poke
Portfolio Manager
Jacob Poke
Portfolio Manager
Jacob is a Portfolio Manager for Regal’s private credit capability.
Prior to joining Regal in August 2022, Jacob spent 15 years at Goldman Sachs in Australia and New Zealand, most recently in a senior role responsible for credit investments in Australia and New Zealand within the Asset Management Division. After initially working across its investment banking, corporate advisory, and financing operations, he spent 8 years in senior investment roles within the Special Situations Group and the Merchant Banking / Asset Management Division.
Jacob holds a degree with honours in Economics from the University of Tasmania.
James Morrison
Portfolio Manager
James Morrison
Portfolio Manager
James is a Portfolio Manager of the Regal Resources Royalties Fund.
James has over 20 years’ experience investing in the natural resources space. Prior to establishing the Resources Royalties Fund in 2019, James was Head of Barclays Natural Resource Investments in Australia from 2009 to 2011. James was at Barclays Capital from 2000 –2008, where he was Head of Commodities Sales in Asia and Australia. Prior to Barclays, James worked for Rabobank, UBS and Rothschild.
He holds a Bachelor of Business from the Swinburne University of Technology.
Simon Klimt
Portfolio Manager
Simon Klimt
Portfolio Manager
Simon is a Portfolio Manager of the Regal Resources Royalties Fund.
Simon has over 20 years’ experience investing in the natural resources space. Prior to establishing the Resources Royalties Fund in 2019, Simon was Director of Oil and Gas Investment Banking, Australia at Barclays Capital in Sydney. In addition to his banking experience, Simon has also held corporate roles at ASX listed copper producer Hillgrove Resources, Pacific American Coal and as member of the Camel Creek JV Committee on behalf of RSI.
