View our investment process
- New Zealand, Australian and Global listed equities
- New Zealand, Australian and Global fixed interest securities
- Unlisted New Zealand entities
- Global Investment Managers
- Cash
Based on Milford’s Exclusion List
- Economic Outlook and Global themes
- Assessment of management and ESG factors
- Financial Analysis
- Manager Research
- Company Meetings
- Industry Analysis
- Chairman of the Investment Forum
- Portfolio Managers
- Senior Analysts
- Analysts
- Dealing Desk
Research presented and debated
Portfolio manager selects securities and implements portfolio
Dealing desk executes transactions