Experience
With a breadth of experience and access to the resource base of a global asset manager, the team has fostered a dynamic culture that serves as a platform for ongoing success.
Investment Approach
Our approach is a high conviction, fundamental investment process that delivers attractive and repeatable risk adjusted returns. Fundamental research identifies mis-priced companies that offer a blend of value, sustainability and growth. Our research is expected to be insightful and to generate high active share portfolios. Risk management is embedded through all stages of the investment process.
Execution
Our team believes that effective execution of the process relies on a culture of focused collaboration to achieve one goal: high conviction portfolios that aim to achieve the best outcomes for clients.
It is this combination of extensive experience, future quality and effective execution that offers a compelling and differentiated outcome for our clients.
ESG approach
In researching companies, developing recommendations and constructing portfolios we have a clear focus on our fiduciary responsibilities and ESG. The team seeks to understand how industry and company ESG factors impact investments and client portfolios. ESG factors form an important element in understanding investments, but cannot be managed in isolation.
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Michael Sherrock
Head of NZ Equities
Michael joined Amova in 2006 and covers the energy, metals & mining, media and materials sectors. He has over 25 years’ experience and previously held roles with Schroders UK and ASB Group Investments. Michael is a CFA charterholder and holds a Bachelor of Commerce degree from the University of Auckland.
Michael De Cesare
Portfolio Manager
Michael joined Amova in 2012, and covers the communications, transport and consumer staples sectors. Michael previously worked for ANZ and Fortis Investments in London. Michael is a chartered alternative investment analyst (CAIA) charterholder and has a First Class Honours degree in Industrial Economics from the University of Nottingham Business School, UK.
Owen Batchelor
Portfolio Manager
Owen joined Amova in 2020. He covers the Utilities, Healthcare, Infrastructure and Property sectors. Owen has over 10 year’ experience in the finance industry, most recently working for Jarden NZ. Owen holds a Bachelor of Commerce degree and a Bachelor of Science degree from Victoria University.
Mei- Zi Ho
Research Analyst
Mei Zi joined Amova in 2015. She covers ESG research, Consumer Discretionary and quantitative analysis. Mei Zi has over 10 years’ experience in the finance industry including roles at Deloitte Cayman Islands, and RBNZ. She holds a conjoint degree in Business (Accounting) and Science (Mathematics), from the Auckland University of Technology. She’s also a member of Chartered Accountant Australia and New Zealand (CAANZ).
Tim O’Loan
Research Analyst
Tim re-joined Amova in 2020. He covers the Retirement, Financials, IT and Industrials sectors. He previously worked for Amova between 2012 – 2018 and has also worked for BNZ Wealth and NZ Super Fund. Tim holds a Bachelor of Commerce degree from the University of Auckland and a Masters of Applied Finance from Victoria University.