"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 19 strong Fisher Funds investment team. Fisher Funds "best of breed" approach ensures that you benefit from experienced, informed decision making by seasoned professionals, with a team of sector Portfolio Managers and Analysts who 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, offices 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.
Chief Investment Officer
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
Terry is predominantly responsible for researching Australian companies. Terry was a Senior Industrial Analyst with Goldman Sachs (NZ) J B Were for ten years prior to joining Fisher Funds in August 2006. In the 2006 INFINZ/National Business Review Industry Awards, Terry was the number one rated analyst in both the Retail and Building Materials sectors, and was a finalist in the Research Analyst of the Year Award. Terry is married with three boys and outside the office his passion would have to be hitting the waves on his surfboard.
Delano joined Fisher Funds in October 2016 and is responsible for researching and analysing Australian companies. Prior to joining Fisher Funds, Delano spent three years at South African asset manager, Allan Gray, where he completed his Chartered Accountant (SA) practical experience. Delano then lectured financial management and finance at the University of Cape Town for two years. Delano is a CFA Charterholder and completed his Masters in Commerce at the University of Cape Town in 2016. Delano is a keen cyclist and would be triathlete, both providing a good excuse to pop into the local coffee shop.