Equity

 

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.