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Mike Younger
Director, Internal Australian Equities - Small Caps
Professional Background
Mike Younger is a highly accomplished finance and investment professional with a rich history in equity research and portfolio management. Joining Rest in September 2016, Mike has played a pivotal role in establishing and managing an internal Australian Equities Small Cap portfolio. His extensive expertise in the financial markets, honed over nearly two decades, positions him as a leading authority in financial analysis and equity investing, particularly in the small-cap sector.
Prior to his tenure at Rest, Mike contributed his expertise as a sell-side equity analyst for renowned financial institutions such as Goldman Sachs and Citigroup. Throughout his 18 years in these roles, Mike developed a robust skill set that centers around conducting in-depth, company-specific and industry-wide research. He specialized in analyzing and valuing listed Australian companies across numerous industries, delivering insightful investment research tailored for institutional fund managers. His insights have not only informed investment decisions but also guided portfolio strategies for major financial stakeholders.
Mike's career has also been marked by his ability to build and maintain strong relationships with key industry players, including company management teams and institutional clients. His skills in providing strategic advice are well-regarded in the industry, facilitating not just investment guidance but also valuable insights for corporate strategy. Additionally, Mike has worked closely with investment banks, leveraging his expertise to assist in valuing and advising on initial public offerings (IPOs) and mergers and acquisitions (M&A) candidates, adding further depth to his experience in the financial sector.
Education and Achievements
Mike Younger’s educational background laid a solid foundation for his eminent career in finance. He completed his VCE, focusing on Mathematics and Science, at Caulfield Grammar School, an institution known for its commitment to academic excellence. He then pursued higher education at the University of Melbourne, where he obtained dual degrees in Bachelor of Commerce and Bachelor of Science, specializing in Finance and Statistics. This combination of study has equipped Mike with strong analytical skills essential for finance and investment decision-making.
Throughout his career, Mike has made significant contributions to the field of equity research, earning respect and recognition from peers and industry experts alike. His leadership roles, including serving as the Director of Internal Australian Equities - Small Caps at Rest, showcases his capacity for managing complex investment portfolios while guiding teams to achieve outstanding results.
Achievements
Mike Younger’s career is underscored by numerous achievements that highlight his expertise in equity analysis and investment strategy. As a former Head of Small & Mid Cap Research at Goldman Sachs and Head of Emerging Companies Research at Citigroup, Mike has directed significant research projects that contributed to informed investment decisions for institutional clients. His work has not only helped institutional fund managers navigate the complexities of the equity markets but has also played a critical role in identifying growth opportunities within the small-cap sector.
Beyond his analytical capabilities, Mike has excelled in providing strategic advice and building long-standing relationships within the financial sector. His ability to communicate complex financial concepts clearly and persuasively has made him a trusted advisor to both institutional fund managers and company executives. Moreover, his work on IPOs and M&As has allowed him to contribute to transformative corporate transactions, making a lasting impact on the organizations involved.
In summary, Mike Younger’s extensive experience as an equity analyst and portfolio manager, combined with a solid educational background and a proven record of strategic planning and relationship-building, positions him as an expert in the Australian equities market, particularly within small-cap investments. His ongoing commitment to excellence in investment research and portfolio management continues to shape the future of institutional equity investing in Australia.