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

Senior Investment Analyst / Assistant 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.

Michael van Niekerk

Michael van Niekerk

Chief Impact Officer

Michael has over 30 years of experience in large complex companies working with senior executives and their teams in corporate finance, asset management, strategy, M&A and sustainability. He has held senior strategy and finance roles at number of leading organisations including AMP, ABC, Consolidated Press Holdings as well as a consultant at Andersons. Michael is currently director of Peakview Strategy, Director of Organic Carbon Impact, an investment committee member of the Woolworths Organic Growth Fund, and is on the Advisory Board for UTS Deep Green Biotech Hub.

Michael has a Masters in Sustainability Leadership from University of Cambridge, a Masters of Business Administration (MBA) from Monash University, and a Bachelor of Commerce (Honours) in Economics from the University of Cape Town. Additionally he has professional qualifications from ASCPA, AICD and FINSIA.

Lucy Hames

Lucy Hames

Head of Investor Relations

Lucy leads NorthStar’s work in Distribution and Investor Relations. She joins NorthStar after managing a corporate foundation, where she worked with community organisations and corporate partners to manage all facets of programs across Australia, New Zealand and the Pacific. Prior to this, she worked in various communications roles.

Lucy has a BComm in Public Policy Analysis and a BA with Honours in Spanish Language and Literature from Victoria University in Wellington, New Zealand. In 2022, she completed the CFA Institute’s Certificate in ESG Investing.

Sophia Carson Edwards

Sophia Carson Edwards

Investment Analyst

Sophia has seven years’ experience in the investment management industry. Prior to joining NorthStar Impact, she worked as a Sustainability Analyst in London at Polar Capital, a multi-boutique active investment management firm.

Sophia has a MA (Oxon) in Classics (Literae Humaniores) from the University of Oxford, and holds a Certificate in ESG Investing from the CFA Institute and the CFA UK Investment Management Certificate. She also passed the Level 1 CFA exam in August 2023.

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