Unit Price:
$1.1694
As at 30th September 2024
Forté Funds Management.
At Forté Funds, we believe in a better way to invest our money. Founded by seasoned investment managers and business executives, our fund invests in win-wins — overlooked opportunities that can generate wealth for investors as well as the businesses we invest in.
Our approach is bred from deep experience in business, investment strategy, and
economics. We integrate insights from across these domains to identify exceptional
businesses with unfulfilled potential. Then we harness decades of direct management expertise to partner with them on strategies, operations, and financing. The result? Businesses that have what it takes to overperform and generate significant returns.
After great success managing our own assets along with those in our close network, we're excited to expand our offering to new and old friends who share in our intention to invest better.
Forté Funds. Invest better
Forté and the Forté Equity Fund
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.
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 and Forté are audited by an independent auditor.
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From 7th November 2015, units in the Fund are no longer being offered to investors that require disclosure under the FMCA 2013;
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An Information Memorandum and other relevant documents, will be made available by contacting Forté;
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For further information please contact Forté.
If you have a problem or a complaint, please contact us at info@fortefunds.co.nz If you are still not satisfied you may refer the matter to the Trustee, Public Trust, Level 9, 34 Shortland Street, PO Box 1598, Auckland 1140 Telephone +64 (9) 985 5300