HESTA appoints Head of Portfolio Management

Alan Sheen as Head of Portfolio Management

HESTA appoints Head of PM

Alan Sheen joins from Dalton Street Capital

HESTA has appointed Alan Sheen as Head of Portfolio Management, who joins the fund from Dalton Street Capital.

Industry super fund HESTA has appointed Alan Sheen as Head of Portfolio Management, who will be responsible for leading internal and implemented teams across growth, defensive and unlisted asset classes, embedding the fund’s total portfolio approach to investments.

Sheen will join HESTA later this month after seven years at Dalton Street Capital, where he was Chief Investment Officer (CIO) and Managing Partner. Previously, he was a Director and Head of Proprietary Trading at Credit Suisse and has also held CIO roles at Austock Asset Management and Challenger Funds Management.

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Our investment strategy builds on our past success by strengthening our internal team’s capabilities to manage in-house our significant and growing asset pool while continuing to maintain great relationships with our investment partners – Sonya Sawtell-Rickson

He will report to HESTA CIO Sonya Sawtell-Rickson. “This appointment adds great value to our new senior investment leadership team and I am delighted to welcome Alan to HESTA as we continue striving to make a real difference to our members’ financial future,” Sawtell-Rickson said.

New Executive Team

In March of this year, HESTA announced it would create two new senior executive positions and the fund appointed Stephanie Weston, the former Investment Management Director of Genworth, as Head of Portfolio Design in June.

The appointments are part of a strategy to boost the internal resources as the fund has started to manage part of its assets in-house.

“Our investment strategy builds on our past success by strengthening our internal team’s capabilities to manage in-house our significant and growing asset pool while continuing to maintain great relationships with our investment partners,” Sawtell-Rickson said.

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