Team

Kerry Series

Kerry Series

Chief Investment Officer and Founder

Kerry is the founder of NorthStar Impact and is responsible for overseeing the portfolio management and research into impact stocks. Kerry has advised or invested in equities since 1992, and his investment experience includes several senior roles. In 1999 he co-founded Perennial Investment Partners, which achieved strong investment performance and reached $20 billion in assets under management within eight years. The equity funds managed by Kerry at Perennial were consistently highly ranked.

He was Head of Asia Pacific Equities at AMP capital where he was responsible for three investment teams that managed approximately $5 billion of assets. Kerry also spent time in Hong Kong where he was an Investment Director for HSBC Asset Management.

Kerry is a major shareholder of Northstar Impact. He has a Bachelor of Science (Economics) from Birkbeck College, University of London; is a Certified Investment Management Analyst (CIMA); and holds a UK Securities Industry Diploma. In 2018, he completed the Impact Measurement program at Oxford University.

Claudia Kwan

Claudia Kwan

Managing Partner and Co-Portfolio Manager

Claudia has over 15 years of experience as a business and investment professional with extensive experience in stock research. Prior to joining NorthStar Impact, she was a Senior Investment Analyst with Morphic Asset Management, a responsible investment management firm. Other roles include Investment Analyst with Smithtan Asset Management in Hong Kong, Asian Equity Sales for Morgan Stanley (HK), Management Consultant in China, and Junior Analyst for Saltbush Funds management.

Claudia has a Bachelor of Business / Bachelor of Arts in International Studies (Accounting, Finance, Mandarin) from University of Technology, Sydney.

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