We formed Fisher Funds in 1998 with two goals in mind:

• Performance – to offer investors excellent investment returns by investing in good quality, growing businesses, and
• Education – to demystify investing and make it enjoyable, understandable and profitable for New Zealand investors.

Fisher Funds is the manager of the following successful unit trusts:

• The Fisher Funds NZ Growth Fund which invests in the shares of smaller, growing New Zealand companies
• The Fisher Funds Australian Growth Fund which invests in the shares of smaller, growing Australian companies
• The Fisher Funds International Growth Fund which invests in the shares of smaller, growing companies outside New Zealand and Australia
• The Fisher Funds Fledgling Fund, a fund designed especially for young and first-time investors
• The Fisher Morrison Infrastructure Fund which invests in global infrastructure assets
• The Fisher Funds Trans Tasman Fund which invests in opportunistic Australasian equity investments
• The Fisher Funds High Income Fund which invests in high quality global government and corporate fixed interest investments
• The Fisher Funds KiwiSaver Scheme which offers both a Growth Fund and a Conservative Fund
  

We also act as Manager of NZX listed investment companies Kingfish, Barramundi and Marlin.

Fisher Funds is also pleased to offer a personalised portfolio management service to more substantial investors and trusts through our Premium Service.

The future has never looked brighter for Fisher Funds.  We are delighted to be able to offer investors a full complement of exciting growth and income investment opportunities in New Zealand, Australian and International markets.

Our mission is to make share market investing enjoyable, understandable and profitable for New Zealand investors.

	Carmel Fisher, Managing Director Carmel has more than 20 years’ experience in the New Zealand share market. She spent her early career with two sharebroking firms before moving to Prudential Assurance in 1988. She was responsible for managing several share funds including the top-performing Emerging Companies Trust. Carmel joined Sovereign Assurance in 1994 to head its fund management division and left in August 1998 to set up Fisher Funds.  Carmel is responsible for overseeing the New Zealand portfolios. Carmel is married to Hugh and has two daughters ... [email]
	Murray Brown, Senior Investment Analyst Murray is predominantly responsible for researching New Zealand companies in the New Zealand portfolios.  Murray’s career prior to joining Fisher Funds in March 2008 has predominantly been in sharebroking, most recently with First NZ Capital where he was Director of Research.  In the 2006 INFINZ/National Business Review Industry Awards, Murray was also a finalist in the Research Analyst of the Year Award. Outside of the office Murray loves yachting so you will regularly find him out on the water.  He is married with two kids... [email]
	Frank Jasper, Senior Portfolio Manager, Director Frank is responsible for overseeing the Australian portfolios. Frank worked for Tower Asset Management for ten years and as Global Analyst was involved in Australian equity research and portfolio management. Frank then worked as Head of Research for Mercer Investment Consulting for two years, and as Equity Strategist at ABN AMRO Craigs for three years. He joined Fisher Funds in April 2005. Frank is is a keen sportsman, arts fanatic and coffee connoisseur. He can regularly be found at his favourite cafe in Ponsonby... [email]
	Terry Tolich, Senior Investment Analyst Terry is predominantly responsible for researching Australian companies. Terry was a Senior Industrial Analyst with Goldman Sachs (NZ) J B Were for ten years prior to joining Fisher Funds in August 2006. In the 2006 INFINZ/National Business Review Industry Awards, Terry was the number one rated analyst in both the Retail and Building Materials sectors, and was a finalist in the Research Analyst of the Year Award. Terry is married with three boys and outside the office his passion would have to be hitting the waves on his surfboard... [email]
	Ken Applegate, Senior Portfolio Manager Ken is responsible for managing our International portfolios and joined our team in September 2007. His investment career began in 1994 in London as a financial analyst and then co-manager of a foreign exchange hedge fund. Ken has spent the last 11 years based in the United States specializing in small cap investing. After working at Dresdner RCM and progressing to Assistant Portfolio Manager for a U.S. and global small growth fund, Ken joined Berkeley Capital Management in 2001. His most recent role there was Lead Portfolio Manager of the Harlingwood Capital Management Small Cap Growth portfolio for five years. Ken is married with two kids. He is without doubt our own sport billy. Ken is a regular at his local tennis club and a keen runner and golfer... [email]
	Scott Brown, Senior Analyst Scott is based in our San Francisco office and assists Ken is researching and identifying our portfolio of international growth companies. Scott previously worked with Ken at Dresdner RCM, where he was involved with global equity research and portfolio management, including co-managing their Global Small Cap fund. For the past four years, Scott has worked as a research  analyst for a small cap global fund.  Like Ken, Scott joined Fisher Funds in September 2007 and is married with two kids. We are plased to say that he is quickly learning all the great Kiwi slang... [email]
	David McLeish, Senior Portfolio Manager David has recently returned from London and joined Fisher Funds to run our fixed interest portfolios. With a decade of experience trading and investing in fixed interest securities around the globe, David's skill-set is a rare commodity in New Zealand. During his time in London he worked for Morgan Stanley, UBS and Goldman Sachs. Most recently, whilst at Goldman Sachs, he was charged with responsibility of building a cross-capital structure investment team. As a result of his efforts he gained recognition from many of the firms' client base as being a market leader in his field... [email]
	Scott Huan, Analyst Scott joined Fisher Funds in 2010 after graduating from Claremont McKenna College with a Master's Program in finance. Prior to this he spent 3 years working in the investment industry; first in Investment Banking for J.P. Morgan and then as an analyst for seasons Capital. Scott speaks English, Mandarin and French. Scott is based in our San Francisco office researching opportunities for our global strategies... [email]
	Matt Logan, Portfolio/Research Associate Matt joined Fisher Funds after completing his studies at Otago University and initially worked in our middle office with responsibility for compliance and portfolio position keeping. Matt has been a member of the investment team for the last year and assists Ken with researching companies and industries as part of our international portfolio strategy. Matt fancies himself as a budding photographer... [email]