30 June 2022

UniSuper, the award-winning $105 billion fund open to all Australians, has announced key changes and appointments to its investment leadership team, appointing: Penny Heard as Head of Australian Equities; Thomas Tam as Head of Global Strategies and Quant Methods and Sandra Lee as Head of Private Markets.

These appointments are from within UniSuper’s in-house investment team as the Fund continues to build exceptional investment talent and leadership diversity. They bring the investment leadership team to seven, representing industry leading expertise to benefit members.

As a result of the growth of its property, infrastructure and private equity investments, UniSuper has taken the decision to divide these portfolios under two dedicated senior leaders to best deliver enhanced investment outcomes. Sandra Lee will lead UniSuper’s infrastructure and private equity strategy, and Kent Robbins will continue to lead UniSuper’s property strategy.

Commenting on the announcement UniSuper’s Chief Investment Officer John Pearce said:

“The skills, experiences and perspectives that our leadership team bring to their roles will provide real value to UniSuper’s members. UniSuper is proud to showcase leadership diversity for the diverse members we serve.”
“With more than 70 per cent of our $105 billion assets now managed in-house, UniSuper’s investment capability continues to drive efficiency for members, keeping fees low and positioning UniSuper to act quickly on opportunities that others don’t see.” 
“I look forward to working with our newly constituted leadership team to deliver retirement outcomes worth saving for that don’t cost the Earth.”

These executives will report to UniSuper’s Chief Investment Officer John Pearce.

Effective from 1 July, the new appointments follow the resignation of Simon Hudson, Head of Equities after 12 years of outstanding service. 

“Simon has been a wonderful leader within our investment leadership team, and we’ll miss him. We wish him the very best for the next stage of his career journey.”

These appointments are effective as of July 1, 2022.

Penny Heard, Head of Australian Equities

Penny brings more than 20 years’ investment experience leading UniSuper’s $38 billion listed Australian equities strategy, covering both in-house and externally managed funds. Prior to joining UniSuper in 2019, Penny held senior roles with boutique investment group JCP Investment Partners, Bank of America and Merrill Lynch in Australia and Hong Kong.

Thomas Tam, Head of Global Strategies and Quant Methods

Thomas leads UniSuper’s $26 billion global equities and quant investment strategy. He has more than 19 years’ investment experience across a range of strategies including listed equities, infrastructure and private equity. In addition to his role as a senior member of UniSuper’s Global Equities team covering the technology and health care sectors, Thomas also manages UniSuper’s Global Companies in Asia portfolio.

Sandra Lee, Head of Private Markets

Sandra leads UniSuper’s $10 billion private markets strategy covering infrastructure and private equity. She has more than 25 years’ experience in infrastructure portfolio and transactional management across the transportation, utilities, timberlands and telecommunications sectors in Australia and globally.

Kent Robbins, Head of Property

Kent leads UniSuper’s property strategy across both direct and listed investments. He brings over 30 years’ experience across the investments and superannuation sector and having led the repositioning and growth in UniSuper’s direct property and infrastructure portfolios over the past decade.


For more information

Lauren Clancy
Senior Consultant, Porter Novelli
M: 0416 860 704
E: lclancy@porternovelli.com.au

Alicia Rieniets
Manager, Brand, Media & Social
UniSuper
M: 0613 8831 6032
alicia.rieniets@unisuper.com.au 

Note to editors

UniSuper is one of Australia’s largest superannuation funds and is run solely for the benefit of its members. For forty years, UniSuper has been managing super for people employed in the higher education and research sector. UniSuper currently invests close to $105 billion on behalf of over 500,000 members.

 

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