Stephen Bennie

PG seeks to generate superior returns through a long-term investment perspective and focus on capital preservation. The firm uses a highly disciplined approach to identify investment candidates based on an investment philosophy that has been proven over many decades. Each candidate is then subjected to a thorough research process to identify only the best value, growth, and quality companies. Portfolios are then constructed around these companies to cater for risk/return tolerances of different investor groups.

TAM is an active investor which aims to achieve risk-adjusted performance. The firm manages portfolios invested primarily in New Zealand equity, fixed-income, cash and real estate. They offer currency hedging and tactical asset allocation services and provide access to third-party specialists for investments in global bonds and equity