Institutional

Our equity research team brings a depth of market experience in analysing small and mid-cap companies that is highly valued by institutional investors.

The team takes a bottom up, fundamental approach to our analysis, specialising in key growth sectors including technology, healthcare, food and agriculture, financial services, consumer and resources.

Our focus, capability and experience translate to the most effective investment ideas in small and mid-cap equities. 

James Ferrier

Head of Research

James is Head of Research and has more than 13 years' experience as a senior analyst with Wilsons Advisory. His core coverage has comprised food and agriculture, health and wellness foods, automotive, and diversified industrials. Throughout his career, James has received numerous Starmine Awards, including Number one rated Food and Beverage Analyst. James has strong relationships with the specialist institutional investors that invest in the Australian equity market. 

Prior to joining Wilsons Advisory, James worked for Coles Myer in various roles for over six years. He holds a Bachelor of Business Management, is a CFA® charterholder and a GAICD from the Australian Institute of Company Directors.

Our point of difference is twofold: deep market experience across our senior analysts and a focus on key growth sectors in the small and mid-cap market.
James Ferrier

Meet some of the team

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