Samuel Terry Asset Management is a boutique investment management company based in Sydney. The company was established in April 2004, and is owned by the family trusts of Fred Woollard, Nigel Burgess and Mitch Taylor.

We manage a fund, the Samuel Terry Absolute Return Fund, that invests in a portfolio of equity and debt securities in Australia and internationally. Our objective is to generate double-digit annual returns for our clients, while trying to minimise the risk of permanent loss of their capital.

Our People

Fred Woollard
Founder and Managing Director

Fred has worked in financial markets since 1981. Prior to founding Samuel Terry in 2003, Fred worked for Hunter Hall International Limited, a European family office and various stockbroking firms in Australia and the UK. Fred has an Economics degree from University of Sydney.

@FredWoollard

Nigel Burgess
Director

Nigel has worked in financial markets since 1985. Prior to joining Samuel Terry in 2009, Nigel also worked at Hunter Hall International Limited, the same European family office as Fred, Friends Provident and GIO Australia. Nigel has an Economics degree and an Accounting Masters degree, both from University of NSW.

Mitch Taylor
Director

Mitch has worked in financial markets since 2009. Prior to joining Samuel Terry in 2017, Mitch worked for a boutique Australian fund manager. Mitch has a Commerce degree from University of Sydney and a Master of Applied Finance from Macquarie University.

Ouafaa Karim
Chief Operating Officer

Ouafaa has over 30 years’ experience in the financial services industry in the fields of operations, compliance and company secretarial. Prior to joining Samuel Terry, Ouafaa worked with CBA, AMP and MLC. Ouafaa also worked at Hunter Hall International Limited. Ouafaa has a Bachelor of Arts and a Masters in Commercial Law from Macquarie University.

Therese Cochrane
General Manager

Therese started work as a banking and finance and commercial lawyer in 1987. She has worked in private practice in Sydney and in-house for SG Warburg, Chase Manhattan and Credit Suisse First Boston in London. She has an Economics degree, majoring in Accounting and Economics and a Law degree, both from University of Sydney and a Masters in Law from University of Cambridge.

Martin Myers
Compliance Consultant

Martin is a regulatory compliance specialist with over 25 years’ experience gained at two international investment banks, a futures exchange, a domestic fund manager and a domestic private equity firm. He has a Bachelor of Financial Administration from the University of New England, a Graduate Diploma from the Securities Institute of Australia, is a qualified CPA.