Our Story

Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies. He believed most fund managers were serial underperformers, and saw an opportunity to launch a specialist boutique investment firm.

Pie has created a brand that is separate and distinct from the styles of most funds 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 none we are more proud of than the wealth we have created for our clients. Nearly 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.

Our Culture

The Pie team is non-corporate and has no room for ego. Put simply, we exist to make money for clients. Performance matters more than growing our customer base. We pride ourselves in our boutique and premium offering. It’s how we stand out.

At Pie, moving at the speed and efficiency of a start-up is the expectation. We embody Pie “Kai-zen” with continuous improvement and dynamic innovation. Fewer meetings lead to greater productivity.

Our team is a group of high-calibre people who treat each other like family. We give 100% to everything we do. As part of our professional development, we encourage mentorship and giving back to the community.

We eat our own cooking and invest in our own products alongside clients, on the same terms.

Client Journey

Our clients rely on us to look after their investments and we honour this with respect, openness and honesty.

1

LISTEN

We align with and understand our clients. This involves identifying client needs and building trust.

2

LEARN

During the on-boarding process, we complete verifying information, collect documentary proof and conduct due diligence. This is a pivotal component of our risk-management.

3

IMPLEMENT

We provide outstanding client service, deliver out-performance and maintain close to 100% retention rate.

4

ASSESS

We believe that a better process leads to a better outcome. The investment team continuously measures and reviews fund performance to ensure our clients are getting the best possible returns.

5

COMMUNICATE

We have an open-door policy and keep clients informed through meetings, phone calls, newsletters and publications. We also host frequent client events.

6

INNOVATE

We are always thinking of ways to enhance our client service, such as personalised welcome packages and financial education through JUNO Investing magazine.

*As ranked by Morningstar. ©2016 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. DISCLOSURE: Morningstar employees may have an interest in the securities discussed in this report. Please refer to Morningstar’s Financial Services Guide (FSG) for more information www.morningstar.com.au/s/fsg.pdf. Note: Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 (“ASXO”).