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The Fund will not directly hold more than 50 investments in direct equity positions at any one time. No equity position will exceed 10% of the Fund at any time. During periods of uncertainty, the Fund can increase its cash position up to 100% of the portfolio to reduce downside volatility and help to preserve investor capital. The Fund may also invest in cash.
Name | Title | Since | Until |
---|---|---|---|
Michael Taylor | - | 2018 | Now |
Biography | Mike is the Founder, Chairman of the Investment Committee and Chief Investment Officer focusing on investment decisions and ensuring Pie's investment strategy continues to be implemented successfully. Prior to starting Pie Funds in 2007, he worked in a variety of roles in the financial industry both here and in the UK, including as a banking analyst for HBOS and an equities dealer for ABN Amro. His early career provided him with a diverse range of experience across the finance sector which Mike has used successfully in his roles as CEO and portfolio manger. Mike has a Bachelor of Business Studies in Finance from Massey University and a NZX Diploma. |
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