Sam Morris is the Portfolio Manager of the Alpha Fund Series and the Alpha Separately Managed Account (SMA) Portfolios.  Sam joined Alpha in March 2019 and since joining Alpha’s funds under management has risen from $220m to $450m. Under Sam (and Alpha’s CIO Jeff Mitchell) Alpha’s business has undergone a major renovation over the last three years. In July 2019, Alpha launched four objective-based SMA Portfolios, which have been made available on the Praemium, Netwealth, Macquarie and PlatformPlus Wrap platforms. Prior to joining Alpha Fund Managers, Sam worked for Lonsec Research for over a decade, where he covered traditional asset classes (including equities and fixed income) and was also the leading professional covering the Alternatives sector (hedge funds and private equity). Sam also sat on Lonsec’s Investment Committee, which provides recommendations to the investment consulting team on portfolio construction for Lonsec’s Model Portfolios. Before Lonsec, Sam worked in asset/property consulting and in banking, for UBS (in London) and NAB. Sam holds the following qualifications:

• Graduate Diploma of Applied Finance and Investment
• Bachelor of Economics
• Bachelor of Science

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