Milford NZ Equities 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.

Michael is Portfolio Manager of the New Zealand Equities Wholesale Fund and Co- Portfolio Manager of the Trans-Tasman Equity Fund and Trans-Tasman Equity Screened Wholesale Fund.

Michael joined Milford in November 2016. His role at Milford is to research, meet and analyse a range of companies to identify potential investment opportunities.

Michael graduated from the University of Auckland in 2018 with a Bachelor of Commerce, double majoring in Finance & Accounting. Having purchased his first shares at the age of 14, Michael previously managed a private portfolio and investment blog, specialising in small cap stocks across Australia and New Zealand.