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Fact Sheet updated as at 31 January 2024

Portfolio Team

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Mike Taylor
Founder and Chief Investment Officer
BBS, 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.

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Toby Woods
Senior Investment Analyst for Global and UK & Europe Funds
MSC HONS

Toby is responsible for researching and conducting detailed analysis on British, European and global companies. 

He is a Senior Analyst for the Global Growth Fund, Global Growth 2 Fund and Growth UK & Europe Fund and Property & Infrastructure Fund.

Prior to joining Pie in 2019, Toby worked in equity sales with a focus on selling European small and mid cap equities into the London investment community. Toby has 15 years’ experience working at Berenberg, Morgan Stanley and, most recently, Hauck & Aufhaeuser. 

Toby holds a MSc in History (Hons) from Edinburgh University.

Toby is a shareholder of Pie Funds

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Matt Young
Investment Analyst – Global
(BE (Hons), CFA)

Matt is responsible for conducting research on global equities and providing investment recommendations for the international funds. He is an Analyst for the Property & Infrastructure Fund.

Prior to joining Pie in 2020, Matt worked as a Senior Financial Analyst at Shareclarity.

Matt holds a Bachelor of Engineering with Honours from the University of Canterbury and is a CFA charterholder.

Resources

Click on the links below to view more information about this fund

[Property & Infrastructure] Fact Sheet
[Property & Infrastructure] Latest Quarterly Fund Update
[Property & Infrastructure] Product Disclosure Statement (PDS)
Statement of Investment Policy and Objectives (SIPO)