Stuart Wocke

Ashburton Fund Managers is an active manager that utilizes top-down and botom-up approach. Their investment objective is capital preservation and capital appreciation over the long term, through an investment strategy that considers diverse sources of return while being risk aware.

Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension.