About Us

We are a privately owned independent specialist fund management business.

We are experienced managers of money and funds management businesses.

We respect other people's money and value our personal reputations.

We have a successful investment process developed and modified over many years from working with many of the world's leading financial organizations.

We fully understand our niche and exploit our specialist research to make consistently profitable investments.

We are investors too. We know the difference between information and insight.

We employ the best people to deliver the best results.
We are investment specialists.
We invest in the New Zealand and Australian share and (listed) property markets.
We maximise after tax returns for individual investors.
We align our interests with investors and limit the amount of money we manage.
We measure success in terms of the investment returns our clients receive.
We charge transparent fees.
We are ethical.
We believe good corporate governance to be fundamentally important.