Unit Price:
$1.1694
As at 30th September 2024
Our Team.
Trust is the cornerstone of successful investing, and at Forté, we have built our reputation on decades of experience and proven expertise. Our team comprises seasoned professionals who possess extensive knowledge in both business strategy and investment management. With a track record of navigating market cycles and achieving remarkable results, when you invest with us, you can have peace of mind knowing that your assets are managed by industry experts committed to maximising returns and safeguarding your wealth.
Our Investment Team
John Phipps,
Executive Director, CEO
Douglas Lau
Investment Manager
John has over 30 years' experience in the investment management business, as a portfolio manager, analyst and as a founder.
John previously worked as director of Southpac Investment Management, was a co-founder of Coronet Asset Management and an investment manager of Macquarie Investment. Before founding Forté, John held the position of Deputy Head of Equities at AMP Capital for from 2005 to 2014.
Douglas joined Forté in December 2014. Douglas has worked in the investment industry for over 15 years and has a broad base of experience in investment research and portfolio management.
Prior to joining Forté, Douglas was a Senior Portfolio Manager at AMP Capital where his responsibilities included managing the NZ listed equity funds and conducting fundamental research on companies.
Astrid Grobben
Administrative Co-ordinator
Email: astrid.grobben@fortefunds.co.nz |
Phone: +64 21 617 782
Astrid is a highly experienced people-leader with over 15 years' experience in the aviation industry as a flight attendant managing teams.
Astrid has excellent attention to detail, supporting our team to streamline operations and drive efficiency, making her an invaluable asset to our team.
Our Board
Michael Anderson
Non-Executive Chairman
Phone: +64 9 373 7297
Michael has over 30 years' experience as a lawyer. He is currently a Partner at TWA Legal and was previously at Lowndes and a consultant to Chapman Tripp, having been a partner of that firm for 23 years.
Michael has an extensive background in securities law and funds management and has also acted for receivers in a number of New Zealand's biggest receiverships, including South Canterbury Finance and Bridgecorp. Michael has also acted for a number of banks providing both compliance advice and advice on a number of large syndicated transactions.
David Mair
Non-Executive Director
Advisory Committee Member
Phone: +64 21 708 021
David has extensive experience in international operations management, is an experienced CEO and holds numerous directorships on NZX-listed companies.
David is currently the Chief Executive of Skellerup Holdings Limited and won the INFINZ overall leadership award in 2022 for his impact to the Skellerup company. David has also previous held positions as Director of the a2 Milk Company Limited from 2008 - 2015, is a former Executive Director of Interlock Group and was a Vice President of Asia Pacific Operations.
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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