Our Investment Approach

We follow an established, clearly defined investment philosophy that applies across all our investment strategies.

A summary of our investment philosophy is we are active managers, using fundamental research as the basis of all our investment portfolios. We are conscious of the uncertainty of future returns, so highly concentrated exposures and illiquid holdings are rare in our portfolios. Our research process seeks to identify investment opportunities that can grow sustainably through time.

Once invested, we continuously monitor these holdings to ensure the fundamentals behind the decision to invest have not changed. We believe that through skill and opportunity, we can add value over and above the benchmark indices. As a result, our portfolios reflect our best investment ideas and are structured to provide sustainable income and/or capital growth over the medium to long term.

Our investment decisions are made from our investor’s perspective, and investments are only made following a structured process, combining both quantitative and qualitative factors. We place a strong emphasis on risk management. That is, we seek to invest in high quality, or potentially high quality companies, where the expected return from the investment will more than adequately compensate us for the potential downside risk

View our Responsible Investing approach

We have designed a range managed funds, each offering a different investment objective and level of risk.

Our Funds

We place emphasis on managing risk.

We value assets where the expected return will more than compensate us for the potential downside risk. We look to build portfolios that reflect the best forward-looking return for risk and, as a result, highly concentrated exposures and illiquid holdings are rare in our funds.

We invest on the basis of research.

We use our own internal research to identify securities we believe are being undervalued by the market. We use a balance of quantitative and qualitative factors to build a deep understanding of each security we invest in.

We are active managers.

We believe through skill and opportunity we can add value over and above benchmark indices. We are not index-based investors, we are constantly re-evaluating our portfolios.

We believe in Responsible Investing.

We believe environmental, social and governance (ESG) practices have a material impact on a company’s long-term sustainability and prosperity. We believe integration of ESG factors into our investment process has a positive effect on our portfolios over the long term.

We are a boutique New Zealand manager.

We are a boutique New Zealand manager with aligned interests: We make investment decisions from a New Zealand Investors’ perspective. The majority of key staff are shareholders which effectively aligns our investment interests, with those of our clients. Having a vested interest in our business ensures our performance as fund managers, has direct implications for our continuing growth, longevity, and success as a company.

Download Statement of Investment Policy & Objectives

For further details on our investment approach please read our Statement of Investment Policy & Objectives (SIPO)

Download SIPO

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