Harbour is a well-resourced New Zealand based investment manager with extensive professional investment experience managing funds for large government institutions, corporate superannuation funds, charities, KiwiSaver schemes and retail investors through mezzanine platforms.
Harbour started with five members of a New Zealand domiciled Australasian equities investment and research team from a global investment management firm that over the prior ten years had managed between $900m and $1.5bn in Australasian equities. As at end of January 2014, Harbour managed over $975m in active Australasian Equities..
In January 2011 Harbour launched a fixed interest service for both retail and wholesale clients. The fixed interest team experience includes managing both New Zealand and foreign bond portfolios in excess of $2bn. The team commenced with over $75m in bonds under management. As at end January 2014, Harbour managed over $306m in Fixed Interest..
Why invest with us?
We are a client focused, research driven investment manager. Our combination of quantitative macro-economic and fundamental analysis across both equity and fixed interest markets is dedicated to producing superior investment results.
At Harbour we use our research insights to develop our best ideas for client portfolios.
The Equity team, led by Andrew Bascand has successfully achieved numerous industry awards; most recently the Morningstar Fund Manager of the Year 2014 & Morningstar Fund Manager of the year: Domestic Equities category 2014. They have also had top quartile performance over the past 10 years. The process for ranking investment opportunities has been tested for over 10 years and is informed by analysts' stock ratings, quantitative indicators of earnings and balance sheets, and leading indicators.
The Fixed Interest team, led by Christian Hawkesby, working in tandem with Mark Brown as portfolio manager recently won Morningstar Fund Manager of the Year 2014 & Morningstar Fund Manager of the year: NZ Fixed Interest category 2014. The team combines 16years of local experience and track record in NZ fixed income funds management with 13 years global experience in policy making and fixed income research, analysis and market intelligence.