Specialist Equities Research

Founded in 2006, Diogenes Research is a specialist equities research provider, is owned and operated by experienced professionals, and is only available to select professional investors.

A core focus of the service is illuminating ‘risk’ and ‘reward’ via a deep diagnostic review of the accounting and financial statements of companies.

Central to the analysis is addressing the question of whether the financial accounts fairly represent the financial reality of that company.

The process is designed to complement the client’s internal investment processes, rather than to make earnings forecasts and stock recommendations. A reliance on analysis, rather than prediction is aimed at understanding the financial framework of company and thereby the prospects for future investment performance.

Our Team - Experience and Commitment

Since inception, we have continued to invest in our our research team to support our clients and our services are delivered by an experienced team of professionals. We take a long-term approach to our client relationships and understand that confidentiality is paramount.

David Roberts, Director

David co-founded Diogenes Research in 2006 and is currently a Director and Senior Analyst.  He spent a decade as an analyst with Goldman Sachs JBWere.  During that period, he was Head of International Research based in New York.  Upon returning from New York he was appointed Senior Bespoke Analyst.  David resigned as a partner of Goldman Sachs JBWere to co-found Diogenes Research. David has 23 years experience in Financial Services and Equity Research.

Rob Gilderdale, Director

Rob joined Diogenes Research in 2009 and is currently a Director and Senior Analyst. Rob spent four years as an analyst at Goldman Sachs JBWere, assuming responsibility for coverage of the Healthcare Sector in 2007. Prior to this he spent four years at Ernst & Young in Corporate Finance. He completed his CFA in 2007. Rob has 17 years experience in Financial Services and Equity Research.

David Arter, Account Management

David has been working with Diogenes Research since 2014 and was made an equity partner in 2017. David's professional background is as Consultant to the Investment and Funds Management Industry and the Corporate Sector. Prior to this, he was an Executive Shareholder in Wilson HTM Investment Group, including 12 years as a Senior Analyst in the Small Caps Research Team. He previously worked at HSBC Securities (Australia) and has over 20 years’ experience in researching Australian Small Cap Companies. David has 24 years experience in Financial Services and Equity Research.

Ray Sutanto, Analyst

Ray joined Diogenes Research as an Assistant Analyst in 2011.  Ray moved to Australia from Indonesia in 2003. In 2010, he graduated from The University of Melbourne with a Bachelor of Chemical Engineering (Hons) and a Bachelor of Commerce majoring in Finance and is currently a CFA candidate.

Matthew Asquith, Analyst

Matt joined Diogenes Research in 2017.  He has 12 years industry experience having held various positions at Lonsec, Ord Minnett and Mercer. Matt was a Senior Equity Analyst at Lonsec, where he was responsible for coverage of the financials and IT sectors. He was also a member of Lonsec’s investment committee and portfolio manager of Lonsec’s Listed Income (hybrid) portfolio. Matt holds a Bachelor of Commerce (Finance and Commercial Law) from Deakin University, and is a CFA Charterholder.

Rish Chaudhuri, Assistant Analyst

Rish joined Diogenes Research in 2016, having previously worked for Future Estate, a Melbourne based property developer.  At Future Estate, his responsibilities involved building feasibility models, assisting in all stages of the development funding process, and creating investor presentations.  Rish holds a Master of Finance degree from the University of Melbourne, a Bachelor of Science degree (Economics) from the University of Pennsylvania, and is currently a CFA candidate.

Cindy Effendi, Assistant Analyst

Cindy joined Diogenes in March 2015, prior to that she worked as an Equity Analyst at CIMB Securities Indonesia, covering the Indonesian construction and retail sector for three years. Cindy holds a Master of Finance degree from the University of Melbourne.

Sandra Hendra, Assistant Analyst

Sandra joined Diogenes in March 2018 having previously worked at PwC as a Product Management Analyst. While at PwC, she worked with one of the top 4 Australian banks providing services in Business and Home loans related sectors. Sandra holds a Bachelor of Commerce (Actuarial Studies and Finance) from Monash University and is progressing through professional actuarial exams.

 

Pup Research and Dog Research are trading names of  Diogenes Research (AFSL: 297298).