John Aldersley is the Investment Manager, and has a background in merchant banking, stockbroking and investment management over 49 years. In 1992 he followed his dream to pioneer a more tax efficient form of managed fund in Australia, launching ShareInvest (in 1994) and DirectPortfolio (in 1996). Managed Accounts, using a registered managed investment scheme structure, were born in Australia (and unique to the world). This search for a "better way to own shares" used technology to create a new approach whereby an investment manager could construct and manage large numbers of portfolios via a "model" approach, but account for each client separately for tax purposes. As of 2023 it has become a significant way people invest in Australia.
John has appeared at investment conferences and his weekly article "Diary of a Professional Investor", ran in the Sun Herald newspaper from 1998-2004. This, together with the "The Money Race" competition, gave over 1.2 million readers insights into his stock-picking prowess over varying market conditions.
In 2007 John sold control of the business he founded. After a retirement break, in 2013 John established Aldersley Capital and commenced managing portfolios again but this time has outsourced everything else to focus on stock-picking and portfolio construction,
