Investment Committee 2024
About Us
The Investment Committee is a team of student analysts who actively manage the Club’s Investment Fund.
We were formed in 2008 and now have approximately $30,000 in assets under management, making us one of New Zealand’s oldest and largest student-managed funds.
Investing is for everyone - our analysts study a range of degrees beyond just finance, and we are bound by our collective interest in the financial markets.
Education is one of our core values - all our analysts are supported in their roles through regular workshops and ongoing mentorship, assisting our team in making the best decisions when directly interacting with the market.
We practise value investing and ensure all our investments align with this philosophy by following a three-step process:
A qualitative pitch is delivered to the Committee, which is subsequently voted on
Valuations are performed to assess the fair value of the investment
Investments are pitched back to the wider Club, requiring a majority vote before being added to the Fund
Investment Committee 2024:
Back row: Freddie Clementson, Daniel Yang, Caleb Manson
Middle row: Cullen Tran, Sam Gowen, Andrew Griffiths, Freddy Jensen, Abbey Patten,
Front row: Winnie Cao, Abby Sathyendran, Doris Dong, Sam Bird, Rachael McCaw
Absent: Rohit Guthpe, Ella Gladwell, Lily Crawford, Aimee Ng, Jarrod Ong
Portfolio
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Investment Value$0
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Annual ReturnCurrent Investments
Hansen
Hansen Technologies is an Australian technology company that provides support software to energy and communications companies across more than 80 countries. Their software products range from billing, customer management and pricing to automated market trading and communication network provisioning. Hansen is well-placed to continue its growth, continuing to improve its suite of products, bringing significant customer wins in the past year. Furthermore, its acquisitions team continues to bring value through the "Hansenisation" process. With a strong balance sheet, cash position and growth, we see great potential in Hansen's future.
INVESTMENT DATE September, 2022
TICKER HSN
EXCHANGE ASX
INDUSTRY Software Application
Elders
Elders is an agribusiness company with a track record stretching back to 1839. Their business ranges across retail farming supplies, real estate, auction services and financial services, providing diverse revenue streams and one-stop solutions for customers. Elders' size, customer service and vertical integration provide provide significant competitive advantages. As the largest player with an excellent financial position, Elders is well placed to continue an aggressive growth and acquisition strategy to take advantage of a fragmented industry.
INVESTMENT DATE July, 2022
TICKER ELD
EXCHANGE ASX
INDUSTRY Consumer Defensive
Shaver Shop Group
Shaver Shop focuses on "all things related to hair removal". Founded in 1986, Shaver Shop is well-established with stores across Australia and New Zealand. This entrenchment in the market, alongside superior customer service, provides Shaver Shop with a wide economic moat and competitive advantage against ecommerce disruptors and their competitors. Future growth lies in Shaver Shops' continued expansion into New Zealand and strong industry tailwinds in the personal grooming space post pandemic.
INVESTMENT DATE September, 2021
TICKER SSG
EXCHANGE ASX
INDUSTRY Specialty Retail
CSL
CSL develops, manufactures and distributes antivenoms, vaccines and other therapeutic products. CSL have global operations and are a key player in the international medical market. CSL has a strong R&D pipeline to ensure that it can continuously develop new products and make advancements in the medical field. Driving the R&D pipeline of CSL is plasma, which CSL use to both research and manufacture new products. A competitive advantage of CSL is they own and have full control over all of their plasma collection centres.
INVESTMENT DATE August, 2021
TICKER CSL
EXCHANGE ASX
INDUSTRY Biotechnology
Cleanaway Waste Management
Founded in 1975, Cleanaway is Australia’s leading total waste management and industrial/environmental services company. Cleanaway's operations span across 250 branches across Australia, making them a market leader in waste management with exposure to a range of other waste disposal market segments. The Australian waste management industry is underpinned by long term contracts and steady revenue growth, making Cleanaway a great investment with downside protection.
INVESTMENT DATE June, 2020
TICKER CWY
EXCHANGE ASX
INDUSTRY Waste Management
Ramsay Health Care
Founded in 1964, Ramsay's operations span across 11 countries with over 480 locations, and is leading the private acute health care sector. Ramsay provides a variety of specialist care services across multiple market segments. Superior market positioning and proven clinical excellence provide Ramsay with a substantial competitive moat. Future growth for Ramsay is driven by rapidly global health care, baby boomer tailwinds, concentration in Europe's ageing population, and increasing access to information and health awareness.
INVESTMENT DATE June, 2020
TICKER RHC
EXCHANGE ASX
INDUSTRY Medical Care Facilities
Qantas Airways
Qantas is Australia's largest domestic and international airline, transporting customers through its Qantas and Jetstar brands. QAN's portfolio includes businesses such as freight, loyalty, and holiday and travel operations. QAN's long term strategy involves leveraging and building its competitive advantages which include brand strength, domestic market dominance, and an integrated portfolio. COVID-19 caused a huge loss in QAN's revenue, however with international borders reopening and both domestic and international travel resuming, QAN's business is likely to recover.
INVESTMENT DATE May, 2020
TICKER QAN
EXCHANGE ASX
INDUSTRY Airlines
Spark New Zealand
Spark is a telecommunications and digital service operator in New Zealand, commanding a strong market position and impressive return on infrastructure and digital assets. Sparks offering is wide and entrenched within the New Zealand market providing telecommunications, information technology, media, and other digital products and services. Spark has bucked the "utility company" trend by immersing itself in value adding services, "think spark sport", a promising sign for the future of this telco powerhouse.
INVESTMENT DATE October, 2019
TICKER SPK
EXCHANGE NZX
INDUSTRY Telecom Services
Mainfreight
Mainfreight (MFT) is New Zealand’s largest freight forwarding company, with global operations in Australia, Americas, China, Europe, and New Zealand. Its 3 key revenue streams consist of transportation, air & ocean, and warehousing. MFT’s success lies in the company’s ability to cross sell different services within its freight forwarding business alongside continuous capital expenditure in warehousing capacity, resulting in organic growth of transport volumes. The investment committee added MFT in 2010 and retains its position to date.
INVESTMENT DATE October, 2023
TICKER NUF
EXCHANGE ASX
INDUSTRY Agricultural
Nufarm
Nufarm is an Australian agriculture chemical business that provides crop protection solutions to customers across North America, Europe and Asia Pacific. It has developed a range of crop protection service products for 5 key areas: Soybean, corn, cereals, nuts and pasture. Crop Protection makes up 92% of revenues, whereas its fast growing Seed Technologies business makes up 8% of all revenues. Trends such as the growing population, decrease in arable land for agriculture and shifts toward sustainable farming practices and regenerative farming place strong drivers for revenue expansion within its seed technology business. Nufarm fully owns 100% of its innovations and has begun to achieve regulatory approvals in key markets such as Norway for salmon fishing.
INVESTMENT DATE October, 2010
TICKER MFT
EXCHANGE NZX
INDUSTRY Logistics
Past Investments
Sims
Sims is the largest listed metals recycling company in the world. With a well-diversified revenue breakdown across ferrous metals, non-ferrous metals, erecycling, and waste-to-energy conversion, Sims has delivered 103 years of operational excellence and is well placed towards addressing changing industry trends. Sims is focused on delivering long-term management of resources coupled with economic moats within its Zorba Separation Plant and first-mover advantage in E-Recycling.
INVESTMENT PERIOD May, 2020 - October, 2022
TICKER ASX: SGM
INDUSTRY Steel
RETURN $1,238 | 91.43%