Te Ahumairangi Investment Management LTD, based in Wellington, focuses exclusively on global equities. The firm is committed to delivering superior long-term returns for investors while prioritizing low fees and maintaining a disciplined investment approach designed to mitigate downside risk.
Nicholas Bagnall, the Chief Investment Officer, Director, founder, and major shareholder of Te Ahumairangi, brings over 34 years of investment management expertise to the firm. Before founding Te Ahumairangi Investment Management, Nicholas served as Chief Investment Officer at ACC, where he spent 26 years managing various investment portfolios across global equities, NZ equities, bonds, listed property, emerging market trusts, and Australian equities. His tenure at ACC was marked by consistently outperforming benchmarks on a tax-adjusted basis across these portfolios. Nicholas also oversaw asset allocation and managed futures positions to optimize ACC’s investment strategies. Before joining ACC, Nicholas spent over 4 years with AMP’s investment team. He holds a Bachelor of Business Studies in Economics and Finance.
Te Ahumairangi Investment Management LTD's Q1 2024 13F filing reported managing $575,549,000 in securities, with a top 10 holdings concentration of 34.45%. The firm's largest holding is Microsoft Corp., with 92,139 shares held.