Leading New Zealand KiwiSaver, investment funds and wealth manager Pie Funds has expanded its high performing Sydney investment team to six people with the appointments of Portfolio Manager Shawn Lee and Investment Analyst Micah Barr.

Shawn Lee is the new Portfolio Manager of Pie Funds’ Australasian Emerging Companies Fund. He brings deep experience investing in high-growth, small-cap businesses and joins Pie Funds from SG Hiscock & Company (SGH), where he managed the SGH Australian Small Companies Fund. Prior to SGH he was an Investment Manager at Aberdeen Standard Investments.

Micah Barr has also joined the Sydney team as an Investment Analyst. After graduating with a Bachelor of Business Analysis, majoring in Finance and Economics, from the University of Waikato, Micah held analyst roles at Craigs Investment Partners and at an insurtech start-up. He has passed the CFA Level 1 exam.

Since inception in April 2013 the Australasian Emerging Companies Fund has delivered an impressive annualised return of 18.4% per annum (as at 31 May 2025, after fees and before tax).

Pie Funds’ Founder and Chief Investment Officer Mike Taylor says the appointments reflect the firm’s long-standing belief in the growth potential of Australasian equities.

“The focus of our four Australasian equities funds, which are actively managed by our Sydney team, is to deliver long term capital growth for our clients. Led by Michelle Lopez, our Head of Australasian Equities, the team has built an enviable track record, and we’re looking forward to seeing this continue with the appointments of Shawn and Micah.”

Pictured above: Shawn Lee

Pictured above: Micah Barr

Media contact: Hamish Anderson | Head of Communications and Corporate Affairs | [email protected] | 0274 513 436 

Information is current as at 1 July 2025. Pie Funds Management Limited (“Pie Funds”) is the issuer and manager of the funds in the Pie Funds Management Scheme and the Pie KiwiSaver Scheme (“Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Any advice is given by Pie Funds and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie Funds nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie Funds, guarantees the repayment of units in the Schemes or any returns of units in the Schemes.