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.
With consumer spending accounting for ~70% of US GDP, it’s not surprising the share market has been intensely focused on trying to gauge the health of the US consumer. For most of the year, headlines have largely been ‘doom and gloom’, citing inflation at the highest level since the early 1980s, rising interest rates, a […]
Intuit – the ‘Xero’ of the US
Intuit is the dominant player in accounting and finance software for small businesses and consumers in the United States. The success of this $114bn company can in part be attributed to our very own home-grown Xero (despite Xero being less than 1/10th the size).
Intuit was founded in 1983 and […]
Microsoft has been a key player in the gaming industry since the early 2000’s when it introduced the Xbox to compete against Sony’s PlayStation 2 and Nintendo’s GameCube. Over time, Microsoft’s vision of gaming has expanded from being primarily focused on consoles, towards a much broader gaming ecosystem, with 23 gaming studios, a Netflix-style subscription […]
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