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Investment Committee

The Investment Committee reviews and approves Craigs Private Wealth Research views on strategic and tactical asset allocation, security selection, and portfolio strategy, construction and risk management. The Committee meet on a regular weekly basis and has a Strategy Document published following its formal monthly meeting.

Investment Committee

Deidre Copley

Head of Fixed Income Moreless

Disclosure Statement

Deidre has over twenty five years’ experience in financial markets. Since 2000, when Deidre joined Craigs Investment Partners, she has been responsible for fixed income, including product research and management of the fixed income dealing desk, as well as certain CIP Cash Management Nominees functions.

Deidre's first role within the industry was as an equity analyst in the funds management industry in the 1980s, moving into bank treasury roles prior to specialising in the origination and distribution of fixed income securities to the institutional investor market.

Deidre is an Authorised Financial Adviser and member of the company's Investment Committee. In addition she is a Member of both the Institute of Finance Professionals New Zealand Inc. and the Institute of Directors.

Mark Lister

Head of Private Wealth Research Moreless

Disclosure Statement

Mark is Head of Research for Craigs Investment Partners Private Wealth division. His team is responsible for all of the asset allocation, strategy and portfolio recommendation decisions for Craigs clients.

Mark has been with the company since 2004. Over this period he has covered the property sector and smaller companies as an equity analyst, before moving into his current role, where his focus has moved to encompass economic analysis and investment strategy.

Before joining Craigs, Mark worked in the electricity sector for a number of years holding various analytical roles. He holds a Bachelor of Management Studies from the University of Waikato with a major in Finance.

Mark has a regular presence in the business media, and spends time across the country speaking with business people, investors and clients

Reg Montomery

Large Mandates Adviser Moreless

Disclosure Statement

Reg’s current role at Craigs is in assisting the network to manage and report on a number of our large investment mandates. This includes helping to prepare investment proposals and presentations for client or trustee meetings. Reg also manages several large investment accounts. Prior to the establishment of Quay Street Asset Management, Reg was responsible for the management of the Craigs PIE funds.

Reg has over thirty years of investment experience, the last eight years at Craigs. Prior to joining Craigs, Reg worked at BNZ Investment Management for 13 years in a variety of roles from Research Analyst to Portfolio Manager. Reg holds a BCA from Victoria University and is a member of INFINZ (Institute of Finance Professionals NZ).

Robert Blews

Senior Research Analyst Moreless

Robert has been working in global equity and fixed income markets for the past 11 years.  In his current role as a senior research analyst he is responsible for global equities and is a member of the Craigs Investment Partners Investment committee. 

In his prior role at Rank Group Ltd he managed a US investment grade bond portfolio and worked as a senior research analyst helping to identify leveraged buyout opportunities in the US and Europe.  Before coming to New Zealand, Robert spent four years working as a Senior Research Analyst at Penn Capital Management in Philadelphia focusing on US small to midcap equities and high yield and distressed corporate bonds.

Robert has completed a Masters of Business Administration (MBA) and is a CFA charterholder. 

 


Michelle Perkins

Senior Research Analyst Moreless

Disclosure Statement

Michelle has 17 years experience in financial markets. She is a Senior Research Analyst at Craigs Investment Partners and sits on the Craigs Investment Partners Investment Committee.

Michelle is currently responsible for the groups strategic asset allocation and quantitative analysis.  In her previous roles, Michelle focussed on the coverage of overseas equities, including direct global equities, investment trusts and exchange traded funds, and smaller company and aged care research in New Zealand. She was named best healthcare analyst between 2006 and 2009 at the INFINZ Industry Awards.

Michelle holds a BMS (Finance) with first class honours from Waikato University.