# Vinva Investment Management

Vinva Investment Management is an Asset Manager based in Sydney, Australia.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sydney, Australia
- **Region:** Asia-Pacific
- **Address:** Sydney, Australia
- **Founded:** 2010
- **Assets under management:** US$17.6bn
- **Website:** vinva.com
- **LinkedIn:** https://www.linkedin.com/company/vinva-investment-management

## Regulatory record

- **CRD number:** 334058
- **SEC file number:** 801-132120
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334058

## About

Vinva Investment Management is a Sydney-based systematic (quantitative) active equity manager founded in 2010 by Morry Waked. Waked built the firm with a team drawn largely from Barclays Global Investors (BGI) in Australia, where he had been Global Head and Chief Investment Officer of BGI's Global Active Equity business — overseeing roughly US$300 billion — and Chief Executive of BGI Australia & New Zealand. In 2023 he was inducted into the Australian Fund Manager Hall of Fame. The firm runs active systematic strategies across Australian and global listed equities for institutional investors, including Australian superannuation funds. Its process is proprietary and research-driven — disciplined and repeatable by design rather than discretionary. Vinva manages approximately A$22 billion in funds under management and reports roughly US$17.6 billion in regulatory assets on its SEC Form ADV (CRD #334058). Vinva remains independently managed and majority-owned by its principals. In 2024, Magellan Financial Group acquired a minority stake of approximately 29.5% in parent company Vinva Holdings for around A$138.5 million; the holding stood at about 29.1% as of 30 June 2025.

## Sectors

- Public Equities
- Systematic Equity
- Quantitative

## People

- Morry Waked — Founder, Managing Director & Head of Investments
- Nick Burt — Executive Director & Portfolio Manager
- Steve Malin — Lead Portfolio Manager
- Trent Larcombe — Lead Portfolio Manager
- Danny Lo — Research Director
- Tanya Sideratos — Chief Operating Officer

## Questions

### Who founded Vinva Investment Management?

Vinva was founded in 2010 by Morry Waked, its Managing Director and Head of Investments. Before Vinva, Waked was Global Head and Chief Investment Officer of Barclays Global Investors' Global Active Equity business, responsible for around US$300 billion, and CEO of BGI Australia & New Zealand. He was inducted into the Australian Fund Manager Hall of Fame in 2023.

### What is Vinva's investment approach?

Vinva is a systematic (quantitative) active equity manager. It runs active strategies across Australian and global listed equities using a proprietary, research-driven quantitative process designed to be disciplined and repeatable rather than discretionary.

### How much does Vinva Investment Management manage?

Vinva manages approximately A$22 billion in funds under management and reports roughly US$17.6 billion in regulatory assets under management on its SEC Form ADV (CRD #334058).

### Who owns Vinva Investment Management?

Vinva is independently managed and majority-owned by its principals. Magellan Financial Group acquired a minority stake of about 29.5% in parent company Vinva Holdings in 2024 (around A$138.5 million), reported at approximately 29.1% as of 30 June 2025.

### Where is Vinva based and who are its clients?

Vinva is headquartered in Sydney, Australia, and manages money for institutional investors, including Australian superannuation funds and global institutions.

## Related profiles

- [Brookside Strategy and Consulting](https://altss.com/profile/brookside-strategy-and-consulting)

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Last updated: 2026-07-05T18:13:08.763Z

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