Harbour Asset Management (Harbour) was formally appointed as Auckland Communities Foundation’s Investment Manager in 2015 following a rigorous selection process. ACF believes strongly in the fiduciary role we play in the long-term stewardship of our investments. A group of qualified professionals on the ACF Investment committee were charged with undertaking the review on the investment policies and management of the Foundations Investments. The final decision was based on selecting an organisation that best met ACF’s current needs and aligned most closely with the strategic vision.
Harbour was established in December 2009 and today manages more than $1.8bn. They are a team of experienced investment professionals with portfolio managers having an average of 22 years’ experience and analysts 15 years’ experience. Importantly, the core members of the team have worked together for over 15 years, generating positive outcomes for their clients throughout this period. Harbour has a reputation for following disciplined investment processes to deliver strong long-term performance for clients.
Harbour Asset Management has taken out the top prize at this year’s Morningstar New Zealand Fund Manager of the Year awards. Harbour was cited for performance across all asset classes with Morningstar noting that investors benefited from sharp security selection and “well-judged portfolio positioning in difficult market conditions”.
Congratulations Harbour on this impressive accolade. ACF are thrilled to have partnered with an organisation that is well regarded and recognised as a leader in the industry.
For more information on Harbour, including their Investment Statement and latest performance results please visit their website.