Equity

 

Domestic Equity

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 Equity Offerings Available in New Zealand

Global Shares - Single Manager

Global Equities - Multi Manager

Domestic Equity Team

Stuart Williams

Stuart Williams
Head of Equities

  • Responsible for the NZ Equity team and managing the Core Fund;
  • Covers the Industrials, Healthcare and Financials sectors;
  • Over 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;
  • Over 20 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 and NZ Equity Funds
  • Covers the Energy, Materials and Retirement sectors;
  • Over 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.

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