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Code of ethics
Established in 2004, FGI uses an absolute returns investment approach and aims to
produce real returns across most market environments.  

We invest in what we can understand, and back our stock selection with strong
conviction.  We focus on large cap companies operating in developed markets.  By
not seeking to mirror a particular market index, or be bound by country or sector
weightings, we aim to give investors unfettered choice of some of the best equity
opportunities available around the world.

FGI holds an Australian Financial Services Licence (AFSL 277100). FGI provides
products and services to wholesale customers only.

FGI is majority owned by James Falkiner who is its Chairman.

James Falkiner, BSc (Syd), SF Fin., GAICD.
Director, Chief Executive Officer

James has been the Chief Executive Officer and Chief Investment Officer of FGI
since he founded the Company in 2004. James has over 30 years experience as an
investment professional. He c
ommenced his career with Kleinwort Hattersley
Securities in 1987 as an industrial
equities analyst. In 1989 he joined Potter Partners
(later becoming UBS Warburg Australia) as the lead banking analyst where he had
that role for nine years,
becoming a partner in 1992 and ultimately served as an
Executive Director, Industrial Research. Subsequently he joined HSBC Securities
Australia as Head of Financial Services Group, then with Aegis Equities (previously
Assirt Equities Research) as Head of Research, running a team of over 20 analysts.
He also acted as a consultant with the global investment manager PM Capital
Limited. He is a Senior Fellow of the Financial Services Institute of Australasia
(Finsia) and sat on its Policy Advisory Council
from 2009 to 2012. Between 2001and
2009, James sat on the Company Reporting Sub-Committee of Finsia.  He has acted  
as a Consultant/Responsible Manager on a number of AFS licence
holders. Apart
from financial services he has owned and managed investments and interests in
Australian agriculture
for many years. Mr Falkiner acts as an independent court
expert, for parties involved in both civil and criminal matters, as they relate to
investment and capital markets, directors duties, and other relevant issues.
He is a
graduate member of the Australian Institute of Company Directors.

Brendan Howell, BEc (Syd), Grad. Dip Fin

Brendan Howell is a consultant to FGI on operational, compliance and governance
matters. He has 19 years experience in the funds management industry.
Presently Brendan acts (in a part-time capacity) as the company secretary and
compliance officer for Australian Leisure and Entertainment Property Management
Limited, a publicly listed responsible entity that has approximately $850 million in
assets under management. For the past ten years Brendan has worked with MIA
Services Pty Limited, a funds management compliance and consulting company, and
acts as an independent consultant and external compliance committee member for a
number of property, equity and infrastructure fund managers. Prior to this he spent
nine years as Senior Manager - Corporate Services at Perpetual Trustees Australia
Limited. Brendan also acts as an independent director for several unlisted public
companies, some of which act as responsible entities. Brendan has a Bachelor of
Economics (majoring in Accounting and Economics) from the University of Sydney
and a Diploma in Finance & Investment from the Financial Services Institute of
Australasia (Finsia),

James Davy

Mr James Davy is an experienced private businessman with interests in retailing,
building materials and turf farming. He has many years experience in senior
management and brings a non financial services outlook to FGI and the Compliance
Committee. Mr Davy was previously Deputy Chairman of both Gosford Quarries
Limited and Approved Securities Corporation Limited.

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