John Campbell

John Campbell joined Jefferies in July of 2020, following 10 years as Managing Director and Portfolio Manager, Avoca Investment Management, an Australian small / mid-cap investment manager. Prior to that, he was a Managing Director and Portfolio Manager at UBS Global Asset Management for 8 years covering Australian small caps. John received a BComm (Finance) and LLB from University of Queensland and an MBA from University of Melbourne.

Consumer Discretionary

What I am Known For

• Proactively searching for and initiating on new names.
• Deep dive research on competitive and structural forces: Temple & Webster initiation (Jun-25); ALS Ltd Junior Resource Raisings monthly data series.
• Initiations, industry feedback and calls.

How I am Different

• 20 AU SMID industrial stocks under coverage across 6 sectors. 
• Recent initiations: Temple & Webster (TPW-AU); Webjet (WJL-AU); Lovisa (LOV-AU). 
• Timely and topical industry expert calls. 
• Strong comp analysis, utilising the Jefferies global analyst network to provide deeper dives into market trends.

Corporate & Strategic Access

• Travel experts: Corporate travel, Leisure travel, Travel tech. 
• Specialty store: Competitor companies, former management, industry experts.
• Site visits: retailers, suppliers and landlords.

Industrials

What I am Known For

• Proactively searching for and initiating on new names.
• Deep dive research on competitive and structural forces: Temple & Webster initiation (Jun-25).
• Initiations, industry feedback and calls.

How I am Different

• 20 AU SMID industrial stocks under coverage across 6 sectors.
• Monthly Junior Resource Raisings note.
• Timely and topical industry expert calls.
• Strong industry relationships and a broad network of contacts.

Corporate & Strategic Access

• ARB store visits, ARB industry experts in U.S. and Australian markets.
• Perth mining services trips.
• International drillers.

Small & Midcap

What I am Known For

• Proactively searching for and initiating on new names.
• Deep dive research on competitive and structural forces: Temple & Webster initiation (Jun 25); ALS Ltd; Junior Resource Raisings monthly data series.
• Initiations, industry feedback and calls.

How I am Different

• 20 AU SMID industrial stocks under coverage across six sectors.
• Recent initiations: Temple & Webster (TPW-AU); Webjet (WJL-AU); Lovisa (LOV-AU).
• Timely and topical industry expert calls.

Corporate & Strategic Access

• Travel experts: Corporate travel, Leisure travel, Travel tech.
• Media: Competitor companies, Media buyers.
• Auto: Competitor companies; Former management; OEM experts.
• Telco: Regulator, NBN.

TMT

What I am Known For

• Proactively searching for and initiating on new names.
• Deep dive research on competitive and structural forces: Temple & Webster initiation (Jun 25); ALS Ltd; Junior Resource Raisings monthly data series.
• Initiations, industry feedback and calls.

How I am Different

• 20 AU SMID industrial stocks under coverage across 6 sectors. Of this, OML, A1N and ABB fall within the TMT sector.
• Strong comp analysis, utilising the Jefferies global analyst network to provide deeper dives into market trends.
• Timely and topical industry expert calls.
• Initiated on ABB with a Buy and have been consistently positive on the name since.

Corporate & Strategic Access

• Media: Competitor calls, Media buyers, former management.
• Telco: Regulator, NBN.