The Investment Store

By: The Investment Store  06-Dec-2011
Keywords: Investment, Investment Store

The Investment Store currently provides distribution services to the following Managers

Liontamer Investments is a specialist provider of capital protected investment products (also known as structured retail investments). Established in 2003 and New Zealand owned, Liontamer has made a significant impact in the New Zealand industry through the provision of innovative and high quality investment products that typically provide retail investors with access to global investment markets (the capital protection being provided by a large, global financial institution with a strong credit rating).

Over the last four years, Liontamer has delivered a wide range of funds to NZ investors. These have included funds providing exposure to commodities, regional markets and global sharemarkets. Liontamer was voted one of New Zealand's most exciting companies by the National Business Review (NBR) and their Managing Director has been named one of New Zealand's most influential people in financial services (Asset Magazine).

Hunter Hall was founded in 1993 with the objective of providing high-quality funds management services through a value-based investment strategy, combined with an ethical investment screen, which would generate superior long term performance. Since then, it has become one of the best performing fund managers in Australia and has over A$1.8 billion of funds under management as at 31 January 2011.

Hunter Hall's success has been built on an investment methodology, which is focused on identifying quality investments with good long term potential and buying selected investments at prices that are substantially less than their intrinsic value. A key component of this methodology is our fundamental analysis of individual stocks. Hunter Hall is wholly owned by Hunter Hall International Limited (HHL) which is listed on the Australian Securities Exchange (ASX).

Devon Funds Management Limited (“Devon”) is an independent investment management business specialising in investing in companies listed on the New Zealand and Australian share markets. Devon actively invests in a number of carefully chosen and well researched companies rather than simply following a share market index.

Their highly qualified and experienced investment team are committed to helping investors achieve superior investment results.

The Investment Store has recently entered into a distribution arrangement with Cohen & Steers in respect of the Cohen & Steers Global Listed Infrastructure Fund.

Founded in 1986, Cohen & Steers was the first U.S. investment advisor to focus on listed property securities and today specializes in income-oriented equity portfolios in multiple asset classes. They believe success in listed infrastructure investing requires a balance of top-down industry sector research and bottom-up company specific analysis. Subsequently they cover the universe of companies to quantify how macro and industry trends impact the critical variables that influence valuation. Since 2004, their dedicated, investment team with 10 years of average experience has employed a disciplined investment process to produce a superior track record for Cohen & Steers. As of 30 September 2010, the firm had $NZD42 billion in total assets under management and over 200 employees, with $NZD3 billion in listed infrastructure managed by a team of five investment professionals. The team is headquartered in New York with regional offices in Hong Kong and Seattle. Cohen & Steers is a wholly owned subsidiary of Cohen & Steers, Inc., a public company listed on the New York Stock Exchange (NYSE:CNS).

The information in this article was current at 02 Dec 2011

Keywords: Investment, Investment Store