Michael is Co-Portfolio Manager of the Milford New Zealand Equities Wholesale Fund. Michael joined Milford in November 2016. His role at Milford is to research, meet and analyse a range of companies to identify potential investment opportunities.
Michael graduated from the University of Auckland in 2018 with a Bachelor of Commerce, double majoring in Finance & Accounting. Having purchased his first shares at the age of 14, Michael previously managed a private portfolio and investment blog, specialising in small cap stocks across Australia and New Zealand.
Channel Infrastructure (CHI) owns and operates the Marsden Point fuel import terminal, where refined fuel is imported by ship from Asia and transported via a 170 km pipeline to Auckland. The terminal stores and distributes approximately 40% of New Zealand’s total fuel, including around 80% of the country’s jet fuel, serving major customers such as […]
We recently wrote about the implication of interest rate cuts for investors. In recent years income shares including infrastructure companies have been heavily impacted by higher interest rates. Now that we are entering a rate cutting cycle this could reverse, and we have been selectively adding to income stocks which should benefit. One example is […]
Gentrack – a great turnaround story
What does Gentrack do?
Founded in New Zealand, Gentrack is a leading provider of software and billing solutions to utilities across the UK, Australia, and New Zealand. Gentrack has had a rocky history since listing on the NZX and fell out of favour in 2019 after being heavily impacted by regulatory […]
What does Infratil do?
Infratil is an infrastructure investor with a significant portfolio of investments in digital infrastructure, renewables, healthcare, and transport. These are defensive sectors supported by long term growth trends such as growing data usage, global decarbonisation and an increase in the ageing population. Current investments include renewable developments, data centres, diagnostic imaging, and […]
Mobile network operators (MNOs) such as Spark & Vodafone often own valuable infrastructure assets but are not rewarded for owning these assets in their valuations. This has prompted a global trend of MNOs separating their passive mobile infrastructure assets (generally the physical mobile tower and land below the tower) into a tower company (TowerCo) and […]
What does EBOS do?
EBOS listed on the NZX back in 1960 as a small player in the New Zealand healthcare industry. Today EBOS is the largest wholesaler and distributor of healthcare products across Australia and New Zealand. It has achieved this through a combination of organic growth and large acquisitions. EBOS is also a large […]
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