David Sokulsky
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David Sokulsky
David Sokulsky has over 15 years of investment management experience domestically and internationally.
He is the chief executive and chief investment officer of Carrara Investment Management, the underlying investment manager of Concentrated Leaders Fund (CLF) where he is a non-executive director. Prior to joining CLF, he was the chief investment officer of Crestone Wealth Management which was spun out of UBS Wealth Management Australia, where he was head of investment strategy. Mr Sokulsky was also a senior analyst and trader for a US-based global macro hedge fund which managed capital for US institutions and high net-worth individuals.
He is the chief executive and chief investment officer of Carrara Investment Management, the underlying investment manager of Concentrated Leaders Fund (CLF) where he is a non-executive director. Prior to joining CLF, he was the chief investment officer of Crestone Wealth Management which was spun out of UBS Wealth Management Australia, where he was head of investment strategy. Mr Sokulsky was also a senior analyst and trader for a US-based global macro hedge fund which managed capital for US institutions and high net-worth individuals.
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Share Transactions
Total value as at the date of the transaction
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Person Activity
| NEW ROLE: Non-Executive Director, Concentrated Leaders Fund | 30 Mar 2021 |
| NEW ROLE: Chief Executive, Chief Investment Officer, Concentrated Leaders Fund | 03 Nov 2020 |
Related Information
Positions - Previous
| Position | Company | Year | Company's current rank |
|---|---|---|---|
| Non-Executive Director | | 2020 - 2021 | |
| Chief Executive, Chief Investment Officer | | 2018 - 2020 |
Directors Interests
| Company | Date | Transaction type | Number of shares | Price per share | Transaction value | Nature of change |
|---|---|---|---|---|---|---|
| Concentrated Leaders Fund | 28 Jan 2021 | Sold | 99,697 | OtherAs advised by the company: Disposal pursuant to acceptance of takeover offer from WAM Capital Limited.As per announcement on 01/02/2021. |
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