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

Stuart joined Nikko AM in August 2014 and has wide ranging experience in all aspects of the investment management industry developed over more than 18 years working for ANZ Investments and its predecessors. He has spent eight years performing detailed research and developing investment recommendations on listed companies in both New Zealand and Australia. The sectors he researched include transportation, healthcare, retirement, diversified financials, technology and online. Stuart has a strong track record in portfolio management of both benchmark relative and high conviction funds. He has a Bachelor of Commerce degree from the University of Auckland and is a Chartered Accountant.

James Lindsay

James Lindsay
Senior Portfolio Manager

James joined Nikko AM in 1998 and has over two decades of investing in the Australasian sharemarkets and a number of years experience in sharebroking prior to becoming Australasian Equity Analyst at Royal & SunAlliance Asset Management in Wellington. He joined the Auckland-based team in 1999 as an Equity Analyst, before being promoted to the role of Domestic Equities Manager in May 2001 and to Senior Portfolio Manager in April 2012. He achieved Honours in his Masters of Commerce degree, completed the Diploma NZSE course and a Bachelor of Commerce. He is a member of the Institute of Finance Professionals (INFINZ) and sits on the Australasian Corporate Reporting Users' Forum (CRUF).

Michael Sherrock

Michael Sherrock, CFA
Portfolio Manager

Michael has responsibility for the Property Fund. In addition to the Property sector, Michael also covers Energy, Materials and Retirement and provides backup for quantitative analysis and the Telecommunications, IT and Media sectors. Since joining the workforce in 1997 Michael has held various roles within the finance industry including Schroders in the UK and ASB Group Investments in New Zealand before joining Nikko AM in 2006 as an Analyst in the domestic equity team. He is a CFA charter holder and has a Bachelor of Commerce degree from the University of Auckland.

Michael De Cesare

Michael De Cesare, CAIA
Research Analyst

Michael has responsibility for the Consumer Discretionary and Consumer Staples sectors. He covers Industrials and Property as secondary analyst and provides quantitative analysis. Michael’s past employers include ANZ Institutional Bank and Fortis Investments, London before joining Nikko AM in 2012. He is a Chartered Alternative Investment Analyst (CAIA) and holds a First Class Honours degree in Industrial Economics from the University of Nottingham Business School, United Kingdom.

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