About Elvest

Elvest Co is a boutique investment manager specialising in small cap Australian equities. Independently owned and operated by managers with a strong track record, Elvest Co is the investment manager of The Elvest Fund. The Fund is invested in 20 to 40 small cap securities listed on the ASX. The Manager invests on behalf of wholesale and sophisticated individuals, financial planning groups and family offices. Elvest Co principals have committed to invest a significant portion of their wealth into the Fund.

About Elvest

Elvest Co is a boutique investment manager specialising in small cap Australian equities. Independently owned and operated by managers with a strong track record, Elvest Co is the investment manager of The Elvest Fund. The Fund is invested in 20 to 40 small cap securities listed on the ASX. The Manager invests on behalf of wholesale and sophisticated individuals, financial planning groups and family offices. Elvest Co principals have committed to invest a significant portion of their wealth into the Fund.

The Elvest Team

Adrian and Jonathan have worked together for 9 years in Australian small cap investing.

Adrian Ezquerro

Principal & Portfolio Manager

Adrian is a Portfolio Manager of the Elvest Fund, and a co-founder of investment management company Elvest Co Pty Limited. Adrian has over 15 years’ experience in financial markets, with prior roles including Analyst, Senior Analyst, Portfolio Manager and Head of Investments.

Adrian’s most immediate prior role was as Head of Investments at an ASX-listed investment manager, with ultimate responsibility of funds under management in excess of $1 billion.

Adrian holds a Bachelor of Science from the University of Wollongong and a Graduate Diploma of Applied Finance from Kaplan Professional.

Jonathan Wilson

Principal & Portfolio Manager

Jonathan is a Portfolio Manager of the Elvest Fund, and a co-founder of investment management company Elvest Co Pty Limited. Jonathan has 9 years’ experience in financial markets, with prior roles including Analyst, Senior Analyst and Portfolio Manager.

Jonathan’s most immediate prior role was as Portfolio Manager alongside Adrian at an ASX-listed investment manager, with dedicated responsibility for small cap analysis and portfolio management.

Jonathan holds a Bachelor of Engineering, Bachelor of Commerce from the Australian National University and is a CFA Charterholder.