Milford Global Select Wholesale Fund

Stephen is Portfolio Manager of the Aggressive Funds (KiwiSaver and Investment Funds) and the Milford Global Equity Fund. He has more than 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London-based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

Andrew joined Milford in 2023 as a Senior Analyst focusing on global equities research. He is also the Co-Portfolio Manager of the Global Select Fund.

Prior to joining Milford, Andrew spent three years as a Portfolio Manager at NZ Funds focusing on absolute return strategies investing across equities, bonds and commodities.

Before this he spent 5 years in London working at Melqart Asset Management, an event driven Hedge Fund focused on long/short equites, merger arbitrage and distressed credit. Andrew spent the first 5 years of his career advising on Mergers and Acquisitions predominantly with Goldman Sachs.

Andrew has a Bachelor of Commerce from the University of Auckland with First Class Honours, majoring in Finance and Economics.

Andrew is based in Milford’s Auckland office.