"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
Roger is responsible for managing our International Equity portfolios and joined the team in October 2012. His investment career began in 1988 as an economist and analyst at Francis Allison Symes. In 1991 he joined Citibank Investment Management as a Senior Portfolio Manager responsible for managing the equity and bond portfolios. In 1994 he transferred to London with Citibank and joined their Emerging Markets equity team as a Portfolio Manager. In 2004 Roger moved into the role of Head of Global Equities at Citigroup until the asset management business was sold to Legg Mason at the end of 2005. Roger then moved back to the Emerging Market equity team as a Senior Portfolio Manager and Head of Research. Roger is married and has two children. He is a keen squash and tennis player and can occasionally be spotted on the golf course.
Senior Investment Analyst
Frank worked for Tower Asset Management for ten years and as Global Analyst was involved in Australian equity research and portfolio management. Frank then worked as Head of Research for Mercer Investment Consulting for two years and as Equity Strategist at ABN AMRO Craigs for three years. He joined Fisher Funds in April 2005. Frank is a keen sportsman and coffee connoisseur. He can regularly be found at his favourite cafe in Ponsonby.
Senior Investment Analyst
Chris joined Fisher Funds in October 2014 to focus on researching companies for the International Equity portfolios. Prior to Fisher Funds Chris worked in corporate finance, most recently as an Associate Director at KPMG Auckland where he worked on a number of prominent transactions and IPOs. From 2007 to 2013 Chris was based in London working in the corporate finance teams at accounting firms PwC and BDO, where he was responsible for the valuation of European private companies across a range of industries.