Stephanie is a Senior Investment Analyst focused on global equities. Since joining Milford in July 2016, Stephanie has focused on conducting research analysis across the portfolio of global listed equities as well as identifying new investment opportunities offshore.
Previously, Stephanie was an analyst in the investment banking team at Goldman Sachs, where she advised on a range of capital markets and private transactions.
Stephanie graduated from the University of Auckland with a Bachelor of Commerce and Science, majoring in Finance, Accounting and Pharmacology, and is a CFA Charterholder.
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 including Panadol, Voltaren, Sensodyne, Otrivin and Centrum.
Haleon’s 9 global “Power Brands”, generating more than 60% of total revenue.
Haleon was originally created through the 2019 merger of the consumer healthcare divisions […]
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 a slowing in US economic growth. This also drove investors to buy bonds, sending bond prices sharply higher last month. Milford’s diversified funds fared well through this volatility, outperforming underlying […]
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 shares over the past couple of years it is perhaps unsurprising that markets paused for breath.
The global economic outlook continues to look rosy with a strong US economy and resilience […]
Words: Mark Riggall, Portfolio Manager
Video: Stephanie Batchelor, Senior Analyst
August ended up being a modest month for returns, with most funds largely holding on to the significant recent gains. But the path over the month was wild, with large swings across shares, bonds and currencies.
Front and centre for investors is the path of interest rates around […]
Video by Stephanie Batchelor
Article by Frances Sweetman
The politics behind performance
The performance of global share markets diverged in June as global politics dominated the headlines and investors weighed a raft of economic data and central bank decisions. Milford funds delivered mixed returns for the month, underpinned by US shares and a solid performance from bond holdings, […]
Amazon – Earth’s most customer-centric company
From a humble online bookseller in 1994, to a global e-commerce giant and the world leader in cloud computing, Amazon really has lived up to its tagline and become “The Everything Store”.
It all started with a napkin
Amazon’s e-commerce business has grown to be the largest in the world (excluding China), […]
End of content
No more pages to load
Subscribe to weekly insights from our investment experts
