Finance Monthly - Women In Finance 2021

79 www.finance-monthly.com About Julia Lee Julia Lee is the founder and Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Julia has worked in various market facing roles, including as an Equities Strategist with Bell Direct for 11 years. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia Lee is one of Australia’s best-known financial experts providing financial commentary to SKY News, Bloomberg, CNBC, ABC, Sunrise and on the radio and internet. Julia has also hosted several share market shows including “Your Money, Your Call”, “Equity Investor” and “Educated Investor” on Sky news, Sky Business Channel and the Your Money channel. She is a regular contributor to industry publications and is a frequent speaker at industry conferences. About Burman Invest Burman is a high conviction, index unaware, Australian equities manager. The manager believes that a combination of earnings growth and price growth provides one of the strongest foundations for out-performance in stock portfolio returns over a 5-7 year horizon. Through its investment process, Burman looks to identify companies with strong growth potential from its current base. The manager combines fundamental and technical analysis to create a portfolio in the Australian listed market space where the earnings profile is improving and share price action is also rising. From asset allocation, to stock selection, to timing – we look after the complex details and aim for higher returns. When the economy is growing fast, we aim for strong growth and when the economy is slowing, we aim for capital protection; a fund manager for all conditions. Burman Funds Burman is a high conviction, index unaware, Australian equities manager. The manager believes that a combination of earnings growth and price growth provides one of the strongest foundations for out performance in stock portfolio returns over a 5-7 year horizon. A U S T R A L I A Investment Leader of the Year Julia Lee Founder & Chief Investment Officer, Burman Invest www.burmaninvest.com.au

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