David Lewis

David joined Milford in early 2013 from Merrill Lynch where he was a Senior Director, working for eight years in various roles in global credit markets based in Sydney and London. These roles in London included Financial Institutions Credit Analyst and Head of Emerging Market Credit Research. While in Sydney, David worked on proprietary risk positions in Merrill’s Special Situations business, which focussed on high yield, loan, and distressed opportunities in Australia and New Zealand. Prior to Merrill, David spent four years as a fixed income analyst at BT Funds Management and its then-parent company Principal Global Investors, based in Sydney and London. At Milford, David is the Portfolio Manager of the Milford Trans-Tasman Bond Wholesale Fund and works on the Income Fund. David has a Bachelor of Commerce in Economics from the University of Canterbury, a Master of Commerce in Finance from the University of Sydney, and is a CFA Charterholder.

 


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