Investing styles: marching to a different drum

Investing styles: marching to a different drum
Jenny Ruth
When fund managers start talking about what they're expecting to happen in financial markets in the future, they usually start with macroeconomic forecasts.Then they extend those forecasts to the likely impact on different sectors of the economy before starting to talk about specific investments.But Fisher Funds portfolio manager Sam Dickie skips the macro stuff and starts talking about individual stocks, their "moats," or how vulnerable to competition they are, and their "runways for growth.""Across the board, we&#...

More Finance

Port of Auckland to pay $45m special dividend to council
Finance

Port of Auckland to pay $45m special dividend to council

The divestment proceeds will be used to top up the Auckland Future Fund.

Oliver Lewis 27 Jun 2025
$600m in tourist spend at risk from regulation: Mastercard
Finance

$600m in tourist spend at risk from regulation: Mastercard

When Europe cut interchange fees, foreign card decline rates soared.

Pattrick Smellie 27 Jun 2025
Michael Lorimer exits Grant Samuel amid more sector change
Finance

Michael Lorimer exits Grant Samuel amid more sector change

Lorimer has sold his 80% stake in the corporate advisory firm.

Duncan Bridgeman 26 Jun 2025