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International Environmentally Responsible Fund

IMPAX Environmental Impact Fund (IEM) Investment objective The Company’s objective is to enable investors to benefit from growth in the markets for cleaner or more efficient delivery of basic services of energy, water and waste. Investments are made predominantly in listed companies which provide, utilise, implement or advise upon technology-based systems, products or services in environmental markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management (which includes sustainable food, agriculture...
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The Outlook for Equity Markets

Although equities, overseas and at home, have been recovering from their sell-offs in October, they are still well below their previous peaks. Looking ahead, the global economy looks like continuing its already long post-GFC expansion into 2019, which should be supportive for growth assets, but equities remain over dependent on the performance of American shares and the American economy, and there are risks (notably around trade wars and potential mistakes from accidentally overtightening monetary policy) which could derail this outlook. In...
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Market Recap for 2018 & What to Expect in 2019

Whilst headlines provide the predictable doom and gloom we can see from the table below that the NZ market is holding up quite well in the face of an international sell down. HHG continues to see long term value in the NZ market and further afield. Read more below, including HHG's top 5 picks for 2019. Anyone following the market closely in 2018 will be well aware of how volatile it has been. The market hit all-time highs in September...

NZ Peripheral - Heartland Group Holdings

Last Price: $1.41 Market Cap: $797M Fair Value: $1.61 Sector: Financial Services Investment Perspective In New Zealand, Heartland Bank focuses on 'best or only' banking products in three key markets: Household (which includes investment products, consumer lending, reverse mortgages and motor vehicle lending); Business; and Rural. In Australia, Heartland is a specialist provider of reverse mortgage loans and also provides funding to partners in the Small Business and Consumer Lending sectors. Heartland’s medium-term growth outlook continues to appear positive, however...
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NZ Core: Ryman Healthcare

$11.13 Last Price Sector: Healthcare Market Cap 5,565 M Fair Value $13.00 Investment Perspective Ryman Healthcare is a well-managed company operating retirement villages in New Zealand and Melbourne and is positioned to benefit from a fast-growing elderly demographic in both locations. We expect Ryman Healthcare's business to expand strongly during the five years to 2023, driven by new construction in New Zealand and Australia and from the resale of existing units as a result of portfolio growth. Rising dwelling prices...
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Introducing Mark Hampton

Mark joined the firm in October 2018, coming to us from Auckland based investment firm FNZC. Prior to this he spent three years based in London, working for a retail fund manager. Mark was born and raised in Timaru, before making the trip “up the road” to complete his Bachelor of Commerce in Finance and Accounting at the University of Canterbury. He then began his career in wealth management with Craigs Investment Partners before heading away to London to gain...
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NZ Core: Fletcher Building

Last Price: $5.09 Sector: Construction Market Cap: $4,344M Morningstar Valuation: $6.50 Fletcher Building has lowered its fiscal 2019 earnings guidance, reflecting tougher-than-anticipated conditions within its Australian businesses. Fletcher now expects EBIT (Earnings before Interest & Tax) in the range of $630 million to $680 million in fiscal 2019, with the midpoint of the updated guidance range 6.5% below prior guidance provided in August 2018. While the New Zealand business is tracking Fletcher's expectations, input costs are pressuring margins in Australia...
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Aussie Peripheral: Cochlear Update

Last Price: A$189.65 (Investment view as at 27/11/18 when price was A$169.19) Sector: Healthcare Market Cap $10,954 M Fair Value A$180 Investment Perspective Cochlear is a global leader in the design and production of hearing implants, with an almost-unblemished track record until the recall of the Nucleus 5 implant in 2011. Notably, the recall was voluntary and was based on adverse results in less than 1% of products issued. Management's conservative decision to voluntarily recall the product preserved customer goodwill,...
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Trade Me Takeover at $6.40 - Grant Davies talk to about the offer

A takeover offer has been made for Trade Me, with an offer price of $6.40 a share. Trade Me shares leapt 18 per cent, or 96 cents, to $6.06 immediately after the offer was revealed to the NZX. The offer would value Trade Me at $2.5 billion, about $500m more than its sharemarket value when trading closed on Tuesday. Trade Me described the offer from Apax Partners, which is a British private equity company, as "a preliminary, non-binding, indicative proposal"....

Australian Peripheral Stock: Xero

STOCKS RECENTLY ADDED TO HAMILTON HINDIN GREENE’S INVESTMENT COMMITTEE AS PERIPHERAL EQUITIES: Xero Peripheral equities are designed to be supplementary to your core stocks. As such, it is recommended to have a maximum allocation of 5% of your investable wealth in any peripheral equity. SHARE PRICE: $44.59 AUD MARKET CAP: $6.46 BILLION AUD SECTOR: TECHNOLOGY SERVICES OVERVIEW XRO is an information technology provider that specialises in the development and sale of integrated cloud-based accounting software for small businesses and accounting...
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