Launched in 1998 as a boutique New Zealand share fund manager with $17 million, today Fisher Funds manages over $14 billion for more than 270,000 investors. These funds are held on behalf of a diverse range of clients including community trusts, charities, not-for-profit, councils, family offices, insurance companies, iwi, platforms, corporate pension schemes and individuals.
Growth in our funds under management has been mirrored with growth in the number of people employed at Fisher Funds. 130 people currently work at Fisher Funds with 23 specialists located within the investment team.
We are proudly majority owned (66%) by the Toi Foundation, which means that most of our profits go towards supporting community and charitable efforts which benefit local organisations and people to build a thriving, inclusive and equitable Taranaki.
As a New Zealand based manager, we have a twenty-three year track record of successful investment. The foundation that has built this success is our culture and our differentiated approach to investing.
We have built the largest New Zealand based investment team. But size means nothing without culture. While this is hard to codify, evaluate and measure, it is an incredibly valuable intangible asset, which we pride ourselves on. Our culture has enabled our performance by encouraging diversity of thought, the sharing of ideas and transparency.
To generate alpha, you must be doing something well and different from the crowd. Our differentiated approach to investing has added significant value over the long-term.