Josh Phillips

Josh is a Senior Asset Consultant at Evidentia Private with deep expertise in direct equities investing and over a decade of experience in equity research and portfolio management. A CFA Charterholder, he has built a distinguished career across leading investment firms, specialising in both domestic and global equities across a wide range of sectors and market capitalisations.

Before joining Evidentia, Josh held senior investment roles at Aware Super, Tyndall Asset Management, Auscap Asset Management, and Perpetual, where he developed a strong reputation for fundamental company analysis, valuation, and disciplined portfolio construction. His experience spans small and mid-cap portfolios, global equity strategies, and direct engagement with institutional investment teams.

Josh holds the Chartered Financial Analyst (CFA) designation and has a proven track record of identifying value across dynamic and volatile markets. Known for his analytical depth and calm decision-making, he brings a sharp investment lens to client portfolios and is a valued contributor to strategic asset consulting.

Based in Sydney, Josh continues to focus on helping clients achieve long-term investment outcomes through high-conviction, research-driven insights.