Foundry Asset Management Limited [“Foundry”] is a New Zealand-owned investment and funds management company. Specialising in the management of investment portfolios for investors, who are seeking absolute or positive returns for their investments over time.
Foundry’s primary objective on behalf of clients is “preservation of capital”. With this focus we seek to deliver our investors both sustainable and attractive long term returns.
Foundry aims to articulate and deliver a clear and concise investment strategy based around several simple concepts:
Approach all investments with an innate sense of caution, and focus on the underlying “margin of safety”;
Security in the ownership of the underlying investment is equally paramount.
Foundry, utilising its extensive global contacts and research capabilities, takes these simple concepts and applies them to provide clients access to leading global investment specialists, that in many cases have never been available to New Zealand investors before, culminating in portfolio’s that are truly world class and at the same time, tax and cost effective.
Furthermore unlike many investment managers, Foundry believes, each of the advisers and principals, are obligated to invest alongside clients on exactly the same terms, conditions, and fees, using the same investment specialists. Foundry also favours those global investment specialists who have invested a substantial portion of their own personal wealth in their Fund/s alongside their investors.
Foundry is managing three investment portfolio:
Foundry Value Cautious Portfolio
Foundry Value Blend Portfolio, and,
Foundry Value Growth Portfolio
Foundry Value Cautious Portfolio
Key Portfolio Facts
Portfolio Inception:
1 October 2010
Portfolios Rebalanced:
Twice Annually
Portfolio Updates:
Quarterly
Investment Horizon:
5+ years
Minimum Investment:
NZ$ 50,000
Total Management Fee:
1.35% per annum* + GST (includes all custody charges)
Custodian:
ASB [Aegis]
* For…