The Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller and medium companies.
We look for companies that exhibit two major characteristics: value and growth. When selecting an investment, it must have growth opportunities and be priced at a discount to our valuation. These are companies listed in Australia and New Zealand.
The Fund is designed to grow capital by investing in a small number of growth companies, where we consider value is greatest and the opportunity of earnings growth is high.
5+ years
As at 30 April 2025
8.1%
11.2% p.a.
As at
$-.--
This Fund has a 6 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.
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.
Email: [email protected]
Head of Global Equities, Portfolio Manager(BMathFin, Certified FRM)
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