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Nikko AM New Zealand Equity

New Zealand Equity

The Nikko AM New Zealand Equity team is based in Auckland, New Zealand and has three dedicated Australasian Equity Portfolio Managers. 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.


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Domestic Equity Team

Michael Sherrock

Michael Sherrock
Head of NZ Equities

Michael joined Nikko AM in 2006 and covers the energy, metals, mining, media and materials sectors. He has over 20 years’ experience and previously held roles with Schroders UK and ASB Group Investments. Michael is a CFA charter-holder and holds a Bachelor of Commerce degree from the University of Auckland.

Michael De Cesare

Michael De Cesare, CAIA
Portfolio Manager

Michael joined Nikko AM in 2012, and covers the Communications, Transport and Consumer Staples sectors. Michael previously worked for ANZ Institutional Bank and Fortis Investments, London. Michael is a Chartered Alternative Investment Analyst (CAIA) and has a First Class Honours degree in Industrial Economics from the University of Nottingham Business School, UK.

Owen Batchelor

Owen Batchelor
Portfolio Manager

Owen joined Nikko AM in 2020. He covers the Utilities, Healthcare, Infrastructure and Property sectors. Owen has seven years’ experience in the finance industry, most recently working for Jarden NZ. Owen holds a Bachelor of Commerce degree and a Bachelor of Science degree from Victoria University.

Alan Clarke

Alan Clarke
Portfolio Manager

Alan joined Nikko AM in 2023 and is responsible for providing overall management of the diversified funds and for managing external investment managers. He has over 20 years’ experience in investment management as both an analyst and portfolio manager. Prior to starting at Nikko AM, Alan spent 16 years at ANZ Investments and has also held roles at Theta Capital Management in Amsterdam and Morley Asset Management in London. Alan holds a Masters of Science (Technology) degree from the University of Waikato and has been a CFA Charterholder since 2009.

Mei- Zi Ho

Mei- Zi Ho
Research Analyst

Mei Zi joined Nikko AM in 2015. She covers ESG research and quantitative analysis and has secondary analyst responsibility for the Consumer Discretionary and Consumer Staples sectors. Mei Zi has over 10 years’ experience in the finance industry including roles at Deloitte Cayman Islands, and RBNZ. She holds a conjoint degree in Business (Accounting) and Science (Mathematics), from the Auckland University of Technology. She’s also a member of Chartered Accountant Australia and New Zealand (CAANZ).

Tim O’Loan

Tim O’Loan
Research Analyst

Tim re-joined Nikko AM in 2020. He covers the Retirement, Financials, IT and Industrials sectors. He previously worked for Nikko AM between 2012 – 2018 and has also worked for BNZ Wealth and NZ Super Fund. Tim holds a Bachelor of Commerce degree from the University of Auckland and a Masters of Applied Finance from Victoria University.