Investor Centre

Still tarrified, or just a bump in the night?
The volatility seen in markets over the past month suggests investors were surprised at the tariffs imposed

Haleon: A Defensive Consumer Health Leader
UK multi-national company Haleon is a global leader in the growing consumer health market, with a portfolio of trusted brands

Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in as many years (post the

Tarrified
In a volatile month Milford funds fared well, and although some of our fund returns were negative, we significantly outperformed underlying markets in our diversified

Alex Whight, Portfolio Manager of Milford’s Global Opportunities Fund, chats to Equity Mates’ Basis Points about Milford’s active approach to investing, and navigating uncertain times.

CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of

USA, a bit less exceptional
February saw a sharp change in tone for markets. Share markets sold-off, led by the US as investors grew concerned about

The Australian aged care sector is sometimes described as sleepy and slow-moving, yet it plays a vital role in the nation’s healthcare system. Heavily regulated

Crosswinds
January saw its fair share of ups and downs across markets as investors were buffeted by policy uncertainties emanating from the new US administration. Ultimately

Within many garden and tool sheds across New Zealand and Australia, you’ll find the eye-catching green of Ryobi. Or within professional tradespersons’ yards and trucks,


Santa takes a breath
December saw a pullback in global share and bond markets with Milford’s funds also modestly lower. After such a stunning rally in

APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing and maintenance work. It is