Cordis Asset Management
Pike Talbert is a seasoned professional in investor relations and investment management, currently serving as the Director of Investor Relations at Cordis Asset Management since December 2022. Talbert has a diverse background, having previously worked as a Consultant at Mason Stevens from June 2019 to December 2022, an Investment Management Specialist at ANZ from October 2007 to September 2018, and as an Executive Director at Morgan Stanley from September 1980 to June 2001. Additional experience includes a brief tenure as an Associate at Bain & Company in mid-1999, a Senior Associate position at Citi from May 1974 to August 1978, and an Instructor role at the US Army, specifically at the United States Military Academy from November 1971 to November 1973. Talbert holds an MBA in Business Administration and Management from Harvard Business School, awarded in 1980, and a Bachelor of Arts in Political Science and Economics from Williams College, completed in 1971.
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Cordis Asset Management
Cordis Asset Management is a boutique Australian fund manager investing in the companies which design and manufacture medical devices to treat chronic disease. Cordis provides access to the high quality and fast growing medtech market with daily liquidity. The Fund's ideation came from hospital operating theatres, rather than a Wall St trading floor, providing us with inimitable medtech insights which continue to provide our sustainable competitive advantage today. We have built our circle of competence around investing in the secular tailwinds driving the medical technology industry. We invest in our best ideas for the long-term because we believe we are still in the early stages of a long-term structural trend.