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Our April edition is not to be missed, as Leigh Mackender, Managing Director of Service Stream, joins us. Service Stream designs, constructs, operates, and maintains infrastructure networks, and provides services to the telecommunications, utilities, and transport industries.

After the short interview, Chris Hestelow, Allan Gray Australia's Investment Specialist, together with our Analyst Tim Morrison and Orbis Investment Specialist Eric Marais, will explore all of our Funds' recent performance and provide portfolio updates. You will also have the opportunity to get your questions answered by our team, just submit them when you register.

Unable to attend the session live?

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	Leigh Mackender - Managing Director, Service Stream Leigh Mackender joined Service Stream when it acquired the AMRS (now Energy and Water) in February 2008. Prior to being appointed Managing Director, Leigh was responsible for overseeing the Energy and Water business’ national operations which includes metering, asset inspection and in-home services divisions operating across the electricity, gas and water markets. Leigh has over 15 years of extensive experience working within the industrial services sector and held various roles in private and public businesses specialising in the development and implementation of business strategy, operational management, financial analysis, business development and commercial negotiations. Leigh is a member of the Health, Safety, Environment and Sustainability Committee. Leigh has no other listed company directorships and has held no other listed company directorships in the last three years.
	Tim Morrison - Analyst, Allan Gray Australia Tim joined Allan Gray in 2015. He was previously an analyst at Sydney-based fund manager, Dakota Capital. He has a Bachelor of Commerce/Law (Dean’s Honour Roll for Commerce) from the University of Queensland and is a CFA Charterholder.
	Eric Marais - Investment Specialist, Orbis Investments Eric Marais joined Orbis in 2013. Eric brings the deep insights and analysis from our global investment teams directly to Australian institutional and retail clients. Before moving to Australia in 2023, Eric held client-facing responsibilities for Orbis in the US, and prior to that spent 8 years in Orbis' US investment team analysing stocks across all sectors. Before joining Orbis, Eric worked as an investment analyst at Allan Gray Proprietary Limited, Orbis' sister company in Cape Town, and as a management consultant at McKinsey & Company.
	Chris Hestelow - Investment Specialist, Allan Gray Australia Chris joined Allan Gray in 2019 as a Research Associate, before moving into a Relationship Manager role in 2020 and becoming Investment Specialist in 2023. Prior to joining Allan Gray, Chris worked at BT Financial Group, where he held a number of management roles across the Insurance and Superannuation businesses. Chris holds a Bachelor of Commerce from Sydney University, with majors in Economics and Finance. He is currently a Level 3 candidate in the Chartered Financial Analyst program.

By registering for this webinar, you acknowledge and agree to your personal information being collected by Allan Gray Australia Pty Limited and Loghic Connect, and handled in accordance with their respective privacy policies (available at allangray.com.au and loghicconnect.com.au). This information is of a general nature, doesn’t take into account the objectives, financial situation or needs of any individual and may not be appropriate for you or your client. You should obtain and consider the relevant Product Disclosure Statement or Information Memorandum, as applicable, relating to any products mentioned, before deciding whether to acquire any products. Please note that the Allan Gray Australia Funds are primarily marketed to investors in Australia. Target Market Determinations (TMDs) for the Allan Gray products can be found at allangray.com.au/PDS-TMD-documents and TMDs for the Orbis products can be found at orbis.com/au/adviser/how-to-invest/forms. Each TMD sets out who an investment in the relevant Allan Gray product or Orbis product might be appropriate for and the circumstances that trigger a review of the TMD. Past performance is not a reliable indicator of future performance, and there are risks with any investment. Our commentary on securities demonstrates the reasons for decisions made on behalf of the Allan Gray funds, Orbis funds and our clients at the time of recording, which may change. We have tried to ensure information included is accurate in all material respects but cannot provide any guarantee that it is. Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 is the issuer of units in the Allan Gray funds and Orbis funds.

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