Private Equity - Milford Asset

Private Equity

Milford Asset Management has always been intensely interested in private equity because of its potential to deliver strong long-term returns for clients.

Private Equity

The Milford Active Growth Fund has been successfully investing in private companies since 2011. These private company investments have contributed positively to the Active Growth Fund over that time.

Milford has built on our private company investment expertise by launching the Milford Private Equity Fund II.

The Fund has a focus on investing in private companies with high growth opportunities and strong management teams. The Fund may also invest in under appreciated subsidiaries of corporations, turnaround opportunities and provide a succession route for founders.

Milford believes there are significant opportunities available for the Private Equity Fund II to deliver strong returns for investors over time, but notes that the Fund is only suitable for wholesale or eligible investors with a higher risk appetite who are willing to forgo liquidity in the quest for potentially higher returns.

Please note that the Milford Private Equity Fund II is now closed to new investment.

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The Private Equity Team

Brooke Bone

Investment Director

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John Johnston

Investment Director

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Tom Monti

Investment Analyst

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Private Equity Investment Committee

The Private Equity Investment Committee is comprised of:

  • Brian Gaynor;
  • Lester Gray;
  • Jonathan Windust;
  • Brooke Bone;
  • John Johnston.

 

Collectively, they have over 100 years of investment knowledge between them. Over half this experience has been focussed on Investing in New Zealand private and public markets, with the remainder gained in offshore markets


Current Investments

Equipment Leasing & Finance (EL&F) provides asset management and finance of vehicles and capital equipment to New Zealand industry.

The group trades under the brands AB Equipment (materials handling, forestry and construction equipment sales and service), Speirs Finance (asset financing) and Yoogo (vehicle and equipment leasing).

Coretex operates in the growing telematics industry – providing operators in North America, New Zealand and Australia with the tools to maximise their assets, burn less fuel, avoid waste and boost safety.

It offers a single platform, proven over 16 years in the most demanding sectors possible: construction, refrigerated goods and waste collection.

The New Shoots Group comprises a portfolio of managed and owned childcare centres with a vision to providing the best learning and care outcomes for children, parents and teachers.

The Group also owns and operates Curiate, a distributor of early childhood resources to centres in New Zealand.

Smart Environmental is New Zealand’s largest privately-owned leader in waste, recycling and resource recovery solutions.

Smart Environmental has operated in New Zealand for over 25 years, with a commitment to diverting waste from landfill.

45 South is the largest grower and exporter of cherries in New Zealand, based in the town of Cromwell in Central Otago.

45 South owns and operates the area’s largest cherry packhouse, with state-of-the-art processing machinery; and provides orchard management, harvest, packing and exporting services both to its own orchards and to third party owned cherry orchards.

Cluey Learning is a provider of high quality online-enabled tutoring services to primary and secondary school children in Australia.

Since July 2018, Cluey has improved eduational outcomes for thousands of students through its user-friendly and educationally comprehensive platform that allows bespoke tutoring sessions to be conducted from the convenience of a student’s own home.

Comvita is the largest exporter of Manuka honey and bee products from New Zealand. The business has substantial supply operations throughout New Zealand and distribution channels worldwide.

Comvita is considered the ‘premium’ supplier of Manuka honey in China and Rest of Asia, in particular, and commands a substantial price premium over other brands.


Realised Investment

Steel & Tube is New Zealand’s largest steel distribution company with customers across the construction, manufacturing and rural sectors. It operates a nationwide network of branches.

Steel & Tube has been listed on the NZX since 1967.

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