The Chairman's Fund's objective is to generate capital growth over a period exceeding five years. The Fund seeks to provide investors with long-term capital growth by accessing the higher potential growth of predominantly smaller companies. It does this by investing predominantly in the other Pie Funds products.
Minimum investment $500,000.
The Fund has been designed to provide investors with the opportunity to gain exposure to some or all of the other products issued by Pie Funds. The investment focus of the underlying funds is on Australian, New Zealand and globally-listed equities of smaller, emerging and medium companies whose potential we do not consider to be fully realised by the market, but where we consider the value is greatest and the opportunity of earnings growth is high.
There is no target investment mix for the Fund but there is a strong focus towards investment in the other Pie Funds products.
5+ years
As at 30 April 2025
2.2%
9.1% p.a.
As at
$-.--
This Fund has a 5 out of 7 risk rating.
Cumulative return since inception
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
Founder and Chief Investment Officer (NZ)(BSS, NZX DIP)
Mike is the Founder and CIO of Pie Funds, as well as Chairman of the Investment Committee. As CIO, he focuses on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully. Mike is also the Portfolio Manager for a number of Pie's products.
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. Having purchased his first shares at the age of eighteen, Mike went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds about ten years later.
Mike is a substantial shareholder of Pie Funds.
Email: [email protected]
Head of Australasian Equities and Portfolio Manager (AU)(BAppFin, BCOM, CFA)
Michelle is head of the Pie Funds Australasian team, based in Sydney. She is the Lead Portfolio Manager for the Australasian Growth 2 Fund and the Co-Portfolio Manager for the Australasian Emerging Fund and the Chairman's Fund, and responsible for implementation of the Australasian investment strategy, portfolios, and team.
Prior to joining the company in 2023, Michelle was Head of Australian Equities at abrdn, where she worked for 18 years.
Michelle has been researching and investing in equity markets for close to two decades, including significant small cap experience. She has managed a team for many years as well as played an integral role in providing strategic insights for abrdn’s Australian business as Director.
Prior to abrdn, Michelle was a quantitative analyst at Willis Towers Watson.
Michelle holds a Bachelor of Applied Finance and a Bachelor of Commerce from Macquarie University, Sydney. She is a CFA charterholder.
Michelle is a shareholder of Pie Funds.
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