The Chairman's Fund's objective is to generate capital growth over a period exceeding five years. The Fund seeks to provide investors with long-term capital growth by accessing the higher potential growth of predominantly smaller companies. It does this by investing predominantly in the other Pie Funds products.
Minimum investment $500,000.
The Fund has been designed to provide investors with the opportunity to gain exposure to some or all of the other products issued by Pie Funds. The investment focus of the underlying funds is on Australian, New Zealand and globally-listed equities of smaller, emerging and medium companies whose potential we do not consider to be fully realised by the market, but where we consider the value is greatest and the opportunity of earnings growth is high.
There is no target investment mix for the Fund but there is a strong focus towards investment in the other Pie Funds products.
5+ years
As at 30 September 2026
-1.3%
9.8% p.a.
As at
$-.--
This Fund has a 5 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.
Founder and Chief Investment Officer (NZ)(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.
Email: [email protected]
Head of Fixed Income and Portfolio Manager (NZ)(BCOM, LLB)
Travis is responsible for research and portfolio management of the company’s fixed income strategies. He is the Lead Portfolio Manager for the Fixed Income Fund and the Co-Portfolio Manager of the Chairman's Fund, the Conservative Fund, and the Pie KiwiSaver Scheme Funds.
Prior to joining the company in 2022, Travis was a Portfolio Manager at Milford Asset Management. Before that, he worked in a variety of roles in the UK, including as Portfolio Manager at JP Morgan Asset Management and Cairn Capital.
Travis holds a Bachelor of Commerce degree majoring in finance and a Bachelor of Laws degree from the University of Otago.
Travis is a shareholder of Pie Funds.