Our overarching aim is to grow your wealth over time. We are a fund manager with the talent and skill to deliver on investors' objectives through our range of diversified investment solutions.
Our active management approach:
As markets change, we constantly re-evaluate our investments to achieve the best outcomes.
We strive to protect investors’ capital in less favourable markets.
We interact with hundreds of companies each year to assess where your money should and shouldn’t be invested.
We research investments to identify potential opportunities others may not see.
We believe that corporate governance is a critical element to our investment selection and governance reform can be a positive catalyst for share performance. We endeavour to vote on all company issues in the interest of our investors.
Our funds strictly exclude companies which are directly involved in the following activities:
• the manufacture of cluster munitions
• the manufacture or testing of nuclear explosive devices (NEDs)
• the manufacture of anti-personnel mines
Outside of investing, we are committed to making a positive social impact within the New Zealand community through our diverse sponsorship program. You can view more information about our various community partners on our sponsorship page.