Tim Evans – Director

Tim has extensive experience in analysing equities and managing clients’ money. Since 2009 he has been a private client adviser at Morgans Financial (AR number 000343426).

Tim’s career in the finance industry began as an analyst in the Morgans Corporate Finance team in 2006 and later worked at Morgan Stanley Smith Barney before rejoining Morgans .

Tim holds a Bachelor of Commerce from the University of Queensland and has completed the SDIA Securities & Managed Investments accreditation as well as the Ethics and Professional Relationships program from QUT.

Tim is passionate about investing and is a keen student of his investment idols Warren Buffett, Charlie Munger, Peter Lynch, and Li Lu, having read their books, letters and reports extensively. He regularly travels to meet with companies and other fund managers to expand his knowledge, assess the condition of markets and industries, and identify new opportunities.

It was through this experience that Tim had noticed the misalignment in the funds management industry between mangers and investors, prompting the creation of Blue Boat which is designed with the investors’ best interests in mind.

David Nelson – Director

David worked at Morgans in the Corporate Finance team from 2005 until 2010. After moving to the UK, David got his start in portfolio management with Neptune in London from 2012-2016.

Here he led the global consumer sector research team and ran the consumer discretionary and staples portfolios. Additionally, David worked as a Fund Manager for Neptune’s suite of China Funds. In this role David would often travel to Asia to attend conferences, meet companies, and see businesses first hand.

David has been actively investing in equities personally since he bought his first stock in 1997. His investment philosophy has been steadily developed over that time with major influences from legendary investors Nick Sleep, Phil Fisher, Bill Miller, Howard Marks and Joel Greenblatt.

David graduated as valedictorian from the University of Queensland, earning a Bachelor of Commerce (Honours). He later undertook a Master of Arts in Economics from Cambridge University. His 2006 honours thesis investigated the association between corporate sustainability & profitability, as well as its connection to investors’ returns, and was published in the Accounting & Finance journal. David has also completed all three levels of the CFA exam.