Equity

 

Domestic Equities

The Nikko AM NZ Equity team occupies an enviable position in New Zealand. With a breadth of experience and access to the resource base of a global asset manager, the team has fostered a dynamic culture that serves as a platform for ongoing success.

Nikko AM NZ’s approach is a high conviction, fundamental investment process that delivers attractive and repeatable risk adjusted returns. Fundamental research identifies mis-priced companies that offer a blend of value, sustainability and growth. Our research is expected to be insightful and to generate high active share portfolios. Risk management is embedded through all stages of the investment process.

The NZ Equity Team utilise Nikko AM’s global investment platform, spread across 11 countries and covering the world’s major investment centres. This platform provides a real time connection to a network of over 280 investment professionals who share proprietary ideas and perspectives.

Global Shares - Single Manager

Nikko Asset Management’s Global Equity team is based in Edinburgh, Scotland and comprises six portfolio managers/analysts, with an average 20 years’ industry experience. The team’s flat structure is designed to maximise their ability to capture their best ideas in client portfolios and to minimise any behavioural biases that may prevent them from achieving the best results for clients

The team believes that alpha can be sourced from any company across the geographical and market capitalisation spectrum. They identify ‘future quality’ businesses—i.e. those with, or with a path to, high and sustainable returns which are under-appreciated by the market.

Global Equities - Multi Manager

Our multi-manager global equity strategy is managed by a specialist Sydney-based team who work as part of Nikko AM’s global multi-manager solutions team.

The approach is to outsource the stock picking to a range of exceptional international investment managers and blend them in such a way as to target attractive risk-adjusted returns. The underlying managers have long-term track records and a demonstrated ability to consistently perform throughout the investment cycle.

Domestic Equity Team

Stuart Williams

Stuart Williams
Head of Equities

  • Responsible for the NZ Equities team and managing the Core Fund;
  • Covers the Industrials, Healthcare and Financials sectors;
  • Twenty years of experience in all aspects of the investment management industry with a strong track record in portfolio management of both benchmark relative and high conviction funds;
  • Joined in 2014.

James Lindsay

James Lindsay
Senior Portfolio Manager

  • Responsible for Concentrated Fund
  • Covers Telecommunications, Media, IT, Utilities and Infrastructure sectors;
  • Nineteen years of experience covering the Australasian sharemarkets and had a number of years experience in share broking;
  • Joined in 1998.

Michael Sherrock

Michael Sherrock, CFA
Portfolio Manager

  • Responsible for Property Fund
  • Covers the Energy, Materials and Retirement sectors;
  • Nineteen years of experience within the finance industry including Schroders in the UK and ASB Group Investments in New Zealand;
  • Joined in 2006.

Michael De Cesare

Michael De Cesare, CAIA
Portfolio Manager

  • Responsible for the SRI Fund
  • Over 8 years of experience in the finance industry;
  • Covers the Consumer Discretionary and Consumer Staples sectors
  • Joined in 2012.

Will Low

Will Low
Head of Global Equities

  • Portfolio Manager with overall responsibility for the Global Equity team in Edinburgh;
  • 29 years industry experience;
  • Join in 2014;
  • Prior to joining Nikko AM, he was Director of Equities at SWIP, where he had overall responsibility for the Global Equity, Specialist Equity, Dealing and Governance teams.

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