Milford Trans-Tasman Equity Screened Wholesale Fund

Sam is the Portfolio Manager of the Trans-Tasman Equity Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research analysis across listed New Zealand equities. Sam previously worked for Craigs Investment Partners as an Associate in the Equity Capital Markets team advising on a wide range of equity issuance and was also an Analyst in the Corporate Finance team at PricewaterhouseCoopers. Sam has a Master of Business (Dist) and Bachelor of Commerce majoring in Finance from the University of Otago.

Frances is Milford’s Head of Sustainable Investment and a Portfolio Manager. Frances joined Milford in early 2017 as a Senior Analyst focused on New Zealand equities.

Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian equity exposures of the Private Wealth division. Frances has previously worked as an Analyst at Brook Asset Management focused on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney in the institutional equities research team. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.