About Us

Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies.

Pie has created a brand separate and distinct from the styles of most fund managers. Our goal is to focus first and foremost on client returns, and to provide investors with outstanding client service. We offer our investors a unique approach to funds management, and believe this sets us apart from the rest.

The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but we are most proud of the wealth we have created for our clients.

Now over a decade on, and Pie’s philosophy remains the same. We are committed to smart investing, providing above-average returns and, most of all, we’re dedicated to our clients.

Five Principles

With markets historically high and uncertain times ahead, many clients recommended we share our principles more widely. If these ring true with you, we warmly invite you to visit our offices to find out more.

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Meet the Team

We believe investing should be a partnership and that's why we invest alongside our clients. In fact, more than 10% of the money that we manage is the personal investments of our staff and shareholders.

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Being an Investor

Choosing where to invest is one of the most important decisions that you can make. It affects not only your future, but your family’s future too. At Pie, communication is a pivotal part of our process. We have an open door policy and we keep our clients informed as frequently as they would like. Most importantly, we provide personalised service every step of the way.

Here are some of the benefits of being an investor with Pie:
 

  • Access to a global investment fund product suite to suit any type of investor
  • A designated relationship manager or wealth advisor (depending on the investment service)
  • Monthly newsletter including market commentary and fund performance data
  • Invitation to our annual Investor Days (we currently host these in Auckland, Wellington, Christchurch, Tauranga and Hawke’s Bay)
  • Semi-annual video updates from members of the investment team
  • An online platform to view your investments at any time (investments are valued daily)
  • Unlimited coffees when you come to visit us at one of our offices (or when we come to visit you!)
  • A free subscription to our quarterly investment education magazine JUNO

 
Enquire about Pie Funds

You may also call us on +64 9 486 1701 during business hours.

Investing Process

We believe investment markets often price or value assets incorrectly. This provides opportunities and we take advantage by investing actively. We then constantly monitor, analyse and manage these investments

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ESG Policy

We include Environmental, Social and Governance (ESG) matters in our investment process. We believe ESG risks and opportunities affect investments. Our policy helps us to determine what to invest in.

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