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How Milford’s active approach is cutting through the noise
Alex Whight, Portfolio Manager of Milford’s Global Opportunities Fund, chats to Equity Mates’ Basis Points about Milford’s active approach to
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Stock Story: Ryman Healthcare and Summerset Retirement Villages
Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in
Month in a Minute: March 2025
Tarrified
In a volatile month Milford funds fared well, and although some of our fund returns were negative, we significantly outperformed
How Milford’s active approach is cutting through the noise
Alex Whight, Portfolio Manager of Milford’s Global Opportunities Fund, chats to Equity Mates’ Basis Points about Milford’s active approach to
Stock Story: CenterPoint Energy
CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we
Month in a Minute: February 2025
USA, a bit less exceptional
February saw a sharp change in tone for markets. Share markets sold-off, led by the US
Stock Story: Regis Healthcare
The Australian aged care sector is sometimes described as sleepy and slow-moving, yet it plays a vital role in the
Month in a Minute: January 2025
Crosswinds
January saw its fair share of ups and downs across markets as investors were buffeted by policy uncertainties emanating from
Stock Story: Techtronic Industries
Within many garden and tool sheds across New Zealand and Australia, you’ll find the eye-catching green of Ryobi. Or within
Month in a Minute: December 2024
Santa takes a breath
December saw a pullback in global share and bond markets with Milford’s funds also modestly lower. After
Stock Story: APi Group
APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing
Month in a Minute: November 2024
Santa likes election certainty
Milford funds continue to deliver strong returns, helped by the performance of underlying assets. Stock markets responded
Milford Adviser Roadshow 2024
Join us for a glimpse into the 2024 Milford Adviser Roadshow.
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