"We are stock-pickers and regard ourselves as business owners rather than share market investors. We believe that there will always be companies that will do well, irrespective of the economic or market environment. We are constantly searching for such businesses."
Fisher Funds is a specialist New Zealand investment manager applying its unique stock selection approach with the objective of building portfolios of quality, growing investments. Fisher Funds was established in April 1998 and launched its first retail fund in August of the same year.
There is more than 200 years of combined investment experience in the 18 strong Fisher Funds investment team, led by Carmel Fisher in her role as Managing Director and Mark Brighouse as Chief Investment Officer. A team of sector Portfolio Managers and Analysts work closely together in applying Fisher Funds' successful investment approach in New Zealand, Australia and around the world.
Fisher Funds' investment process centres on in-depth business analysis and first-hand company research — "kicking the tyres" of companies by visiting management in factories, office or laboratories before investing. Investors will benefit from Fisher Funds' expertise in analysing companies, assessing management and selecting and constructing a portfolio of shares.
The quality of Fisher Funds' investment process has been proven through achieving superior returns to relevant market indices and industry peers in New Zealand. They have been acknowledged consistently over the years by the investment management industry and have been the proud recipient of a number of awards.
Senior Portfolio Manager
Sam is responsible for managing our New Zealand portfolio. Sam is an experienced investment professional having worked as an investment analyst and portfolio manager since 1998 in New Zealand, London and Hong Kong. Sam has previously held roles at Moore Capital in Hong Kong and Bennelong Asset Management in London. He is also a CFA charterholder. Sam comes from a farming background, loves the outdoors and all sports with the exception of tiddlywinks.
Senior Investment Analyst
Zoie joined Fisher Funds in June 2012. Zoie assists Sam with researching and analysing New Zealand companies. Zoie has 10 years analytical experience in New Zealand having worked as a Senior Investment Analyst at Auckland Regional Holdings, an Analyst at ABN AMRO and an Actuarial Consultant at PricewaterhouseCoopers. She is also a CFA Charterholder. Zoie loves the outdoors and is an avid skier.
Matt joined Fisher Funds in March 2017 to work with Sam and Zoie in looking after the New Zealand portfolio and Property & Infrastructure portfolio. Matt is an experienced analyst, having spent over 10 years in the New Zealand market at Craigs Investment Partners and Macquarie. Matt has an extensive market knowledge, including of the Kingfish portfolio companies, and adds a real strength to the New Zealand portfolio team. Matt enjoys spending time with his young family, staying active, and the occasional round of golf.