Stewardship and consistent performance in Mid, Small, and Emerging Companies.

We believe that during the market cycle, valuations frequently move away from underlying fundamentals. Therein lies the opportunity for seasoned portfolio managers and patient investors.

By combining extensive market experience, a disciplined stock selection methodology and active risk management, we aim to deliver superior investment outcomes through the market cycle.

Our portfolios

Benefits of being style agnostic:

Driven by strategy, Defined by integrity.

Ben Griffiths​

Executive Chairman

Ben Griffiths​

Executive Chairman

Ben Griffiths is the Executive Chairman of Eley Griffiths Group and has over 35 years of financial markets experience. He Co-founded Eley Griffiths Group in 2002 with Brian Eley following a successful career as joint head of small companies at both BT Financial Group and ING Investment Management. Ben previously worked in precious metals markets with MASE Westpac and as a stockbroker at Roach Tilley Grice & Co as well as CL-May Mellor. Ben holds a Bachelor of Commerce majoring in Accounting, Finance and Systems from the University of NSW.

David Allingham

Portfolio Manager​

David Allingham

Portfolio Manager​
David Allingham is a Portfolio Manager at Eley Griffiths Group and has over 16 years’ experience analysing small and emerging companies at Eley Griffiths Group. Prior to joining EGG in 2004, David worked in marketing at EMI Music Australia. David holds a Bachelor of Commerce from the University of Sydney.

Tim Serjeant

Portfolio Manager​

Tim Serjeant

Portfolio Manager​
Tim Serjeant is a Portfolio Manager at Eley Griffiths Group and has over 14 years’ experience analysing small and emerging companies. Prior to joining EGG in July 2012, Tim was a Resources Analyst at Argonaut, a boutique investment bank and stockbroking firm. Tim holds Bachelor of Commerce (Honours in Finance) and Bachelor of Arts degree from the University of Western Australia.

Nick Guidera​

Portfolio Manager​

Nick Guidera​

Portfolio Manager​

Nick Guidera is a Portfolio Manager at Eley Griffiths Group with over 12 years of financial market experience. Nick joined Eley Griffiths in September 2016 after 6 years at the global equity research house CLSA, in both analytical and research sales roles in the US & Australia. Prior to financial markets Nick spent 4 years as a practicing lawyer. Nick holds a Bachelor of Laws & Graduate Certificate of Legal Practice from University of Technology and a Master of Financial Management from the Macquarie Graduate School of Management.

Pieter Stoltz

Head of Quantitative Strategies

Pieter Stoltz

Head of Quantitative Strategies
Pieter Stoltz is Head of Quantitative Strategies at Eley Griffiths Group. Prior to joining Eley Griffiths, he worked at UBS for 7 years as a Quantitative Analyst and Equity Strategist in the Equities Research department. Pieter holds a Bachelor of Commerce and a Bachelor of Business Management from the University of Queensland and an Honours in Finance from Griffith University. Pieter is also a CFA Charterholder.

Sean Kiriwan

Senior Analyst

Sean Kiriwan

Senior Analyst
Sean is a Senior Analyst with Eley Griffiths Group with over 15 years’ experience in financial markets. Prior to joining Eley Griffiths, Sean spent 6 years in equities research at MA Moelis Australia, covering emerging companies across a range of sectors including industrials, building materials, consumer discretionary and utilities. Sean’s other experience include corporate advisory at a resources-focused, boutique investment bank in Perth & Hong Kong as well as a corporate development role at a private equity-backed, national logistics and infrastructure provider. Sean holds a Bachelor of Laws (LLB) & Bachelor of Commerce (BCom) from the University of Western Australia.

Lachlan Ridhalgh

Dealer

Lachlan Ridhalgh

Dealer

Lachlan Ridhalgh is the dedicated dealer of Eley Griffiths Group and has over 17 years of financial market experience. Lachlan previously worked at CCZ Statton Equities as a Designated Trading Representative (DTR). Lachlan holds a Bachelor of Business majoring in Banking and Finance from the University of Technology Sydney.

John Price​

Head Of Distribution & Operations​

John Price​

Head Of Distribution & Operations​
John joined the Eley Griffiths Group team in 2019. John is responsible for investor relations, marketing, operations and distribution activities to institutional, wholesale and private clients. Previously John led managed fund and fixed income distribution teams at Challenger Limited for 12 years. John holds a Bachelor of Business from ACU and a CEMD and GradDip Applied Finance from UNSW Business School.

Charmaine Francis​

Financial Controller​

Charmaine Francis​

Financial Controller​
Charmaine Francis is the Financial Controller and Compliance Officer at Eley Griffiths Group. She has over 20 years experience as a Chartered Accountant, primarily in chartered accounting firms including Price Waterhouse Coopers and Felsers (since renamed Accru). Charmaine holds a Bachelor of Commerce from University of Western Sydney and is an associate member of both the Institute of Chartered Accountants in Australia and New Zealand and Financial Services Institute of Australasia. She is also a registered tax agent and holds a Post Graduate Diploma in Financial Planning.

Investment process

Our proprietary process combines quantitative and qualitative assessments, derived from the investment team, to deliver a portfolio of attractively priced emerging, small and mid cap companies that aims to generate above average returns over the medium to long term.

Ben Griffiths​

Executive Chairman

With 35+ years in financial markets, co-founder Ben established Eley Griffiths Group in 2002 following a successful small-cap investment career.

David Allingham

Portfolio Manager​

​Bringing over 16 years of expertise in small and emerging companies, David holds a Bachelor of Commerce from the University of Sydney.

Tim Serjeant

Portfolio Manager

With 14 years’ experience in analyzing small and emerging companies, Tim holds a Bachelor of Commerce (Honours) and Bachelor of Arts from UWA.

Nick Guidera​

Portfolio Manager

​A financial markets professional with 12 years of experience and a legal background, Nick holds a Master of Financial Management from MGSM.

Pieter Stoltz

Head of Quantitative Strategies

Expertise in quantitative strategies is underpinned by Pieter’s CFA Charterholder status and degrees in Commerce, Business Management, and Finance.

Sean Kiriwan

Senior Analyst

With over 15 years of experience in financial markets, Sean holds a Bachelor of Laws and a Bachelor of Commerce from the University of Western Australia.

Lachlan Ridhalgh

Dealer

Over 17 years of financial market expertise complements Lachlan’s Bachelor of Business majoring in Banking and Finance from UTS.

John Price​

Head Of Distribution

​Extensive experience in investor relations and distribution defines John’s career, alongside his Bachelor of Business from ACU.

Charmaine Francis​

Financial Controller

​A Chartered Accountant with more than 20 years of experience, Charmaine holds a Bachelor of Commerce from Western Sydney University and a Post Graduate Diploma in Financial Planning.

Idea Generation
The available investment sample space is screened using our proprietary investment process, SCOPE (Small Companies Optimal Portfolio Evaluation), to generate potential investment candidates.
Every potential investment undergoes a rigorous quantitative and qualitative assessment that includes a management and industry deep-dive.

The Scope algorithm equally weighs qualitative and quantitative factors to generate a comprehensive company assessment. It then translates these scores into active portfolio positions, subject to several risk parameters that guide the portfolio construction process.

The SCOPE algorithm ensures we remain true to label in the pursuit of performance through the market cycle.

The resultant portfolio will reflect the final output from SCOPE and a risk management overlay that contemplates the vagaries of daily stock market fluctuations.

Responsible Investment (ESG)

EGG incorporates Environmental, Social, and Governance (ESG) considerations into its investment process using the AME (Aware, Monitor, Engage) framework.

By leveraging publicly available data from company reports, government agencies and data vendors, combined with active company engagement, EGG is able to discuss issues that might improve a company’s operations and stock market standing.

Our proprietary ESG dashboard tracks up to 24 factors at portfolio and stock levels, prioritising governance as the foundation of sound social and environmental practices. Regular reviews informed by the dashboard ensure focused engagement with company management teams, driving improved ESG behaviours at investee companies.

Philanthropy at EGG

In 2014, Eley Griffiths Group elected to become a foundation portfolio manager with ASX-listed Future Generation Australia Limited (FGX), a first of its kind, listed childrens charity. 1% of FGX’s assets are invested with a number of social impact partners and other not-for-profit organisations.

After nearly a decade of serving FGX, staff and directors of Eley Griffiths Group decided that our group ought do more for needy charities and established an internal philanthropic committee with the view to directly supporting nominated groups.

To date Eley Griffiths Group have made donations to MND Australia, Leukaemia Foundation and the Mater Hospital Sydney.

In December 2024, The Third Link Growth Fund appointed Eley Griffiths Group and our EGG Mid Cap Australian Equities to their stable of pro bono investment managers. Third Link’s unique model that rebates all management and performance fees, redirecting them to nominated charitable causes.

Vale

Brian Antony Eley

Brian Eley co-founded Eley Griffiths Group with Ben Griffiths in December 2002 following a successful career managing portfolios for BT Financial management and ING Investment Management.

The pair were determined to bring their significant small cap experience, market instincts and energy to the boutique management space, no small risk at the time.

Brian loved analyzing companies, interrogating management teams and spending time refining and optimizing our proprietary investment process. His clever insights interwoven with a razor-sharp wit were a high point of a day’s work at Eley Griffiths Group.

In early 2011 Brian was diagnosed with a neurological condition, later confirmed as motor neurone disease (MND). He continued to work from Perth, making frequent flights across to Sydney to meet companies, engage with clients and keep up relations with brokers and investment banks.

His decision to retire was not an easy one with his deteriorating condition robbing him of his ability to get through a day and work to his professional best.

Brian lost his battle with MND on 18 August 2018.

He will be forever remembered for his positive influence on the Eley Griffiths Group family and for his spirit of a funds management pioneer.

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