New Zealand Equity

The Nikko AM New Zealand Equity team is based in Auckland, New Zealand and has four dedicated Australasian Equity Portfolio Managers with an average of 16 years’ industry experience. The award winning team has cemented its place as one of New Zealand’s leading equity teams.

Experience

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.

Investment Approach

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.

Execution

The team believes that effective execution of the process relies on a culture of focused collaboration to achieve one goal: high conviction portfolios that aim to achieve the best outcomes for clients.

It is this combination of extensive experience, future quality and effective execution that offers a compelling and differentiated outcome for our clients.

ESG approach

In researching companies, developing recommendations and constructing portfolios we have a clear focus on our fiduciary responsibilities and ESG. The team seeks to understand how industry and company ESG factors impact investments and client portfolios. ESG factors form an important element in understanding investments, but cannot be managed in isolation.