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).

For more information on Liontamer and their range of products, please click here.

Hunter Hall is one of Australia’s leading international equity managers with an outstanding long-term performance track record. Managing over A$2.81 billion of assets and with offices in Sydney and London, its investment team scours the world for undervalued, undiscovered stocks.

Founded in 1993, Hunter Hall aims to provide high quality funds management services, built on superior long term investment returns through a value investment strategy, combined with an ethical investment screen. Hunter Hall Investment Management Limited is a fully owned subsidiary of Hunter Hall International Limited, a publicly listed company.

Hunter Hall offers three international funds – the partially hedged Value Growth Fund with $A1.51 billion of assets, the unhedged Global Ethical Trust with $A 6191 million of assets and the recently introduced Global Deep Green Trust, which is a positively screened investment. The Value Growth and the Global Ethical Trusts funds have generated superb results over the short, medium and long term with strong out-performance of benchmarks. Remarkably, the Value Growth Trust has delivered positive returns in 12 of the past 12 years to 31 December 2007 and outperformed world stock markets in ten out of 13 years.

Hunter Hall adopts its own ‘Ethical Investment Policy’ when investing and donates 5% of its pre-tax profits to charities or charitable purposes that support social, environmental or humanitarian causes. In addition, a portion of the Global Deep Green Trust fees are donated to charitable organisations.

As at 31 December 2007.

For more information, please click here.

• we take a long-term view when considering investments
• we are committed to internal proprietary research
• we search out companies that have:
  • strong free cash flow generation (after capital expenditure)
  • favourable industry characteristics
  • strong management and a clear strategic plan for growing shareholder wealth
  • robust business models
• value is critical
• shareholder wealth is created through growth combined with a return on invested capital that exceeds the required rate of return.

For further details on these Managers please contact Matthew Mimms on 0800 331 041.