Forté

Forté is currently 100% owned by entities associated with John Phipps, David Mair and Douglas Lau. We established the Fund to be an investment management vehicle for our funds and the funds of our associates and other contacts.

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John Phipps and Douglas Lau, both experienced investment professionals, are responsible for the management of Forté. We highlight the extensive experience of the investment and management team, who collectively have many years of direct experience in business and/or investment management in both small and large companies.

 

Forté is the investment manager of the Fund. The Fund’s investments are predominantly shares listed in New Zealand and Australia, however, at times it may hold high levels of cash. The Fund may endeavour to manage risk by using a number of tools, including hedging.

 

We have endeavoured to align our interests with those of investors by investing in the Fund on the same terms as other investors and charging a performance fee to incentivise out-performance of the Fund. To ensure this alignment becomes part of Forté’s culture we may broaden our ownership to include persons contributing to the performance of Forté and the Fund.

 

Security of investors’ funds is important to us. All investors’ funds are held by an independent trustee corporation. Fund administration, registry and unit pricing are performed by an independent third party specialist. The Fund is audited by an independent auditor. by an independent auditor.