Equities Deep Dive with 3 Expert Managers

18 March 2026

We’re pleased to invite you to an equities morning tea in Auckland with three leading Pinnacle affiliated fund managers providing the latest market outlook, and their best investment and portfolio construction ideas.

The event will feature:

• Dr David Allen will cover how the Plato Global Alpha Fund has positioned the 150/50 global shares portfolio across long/short and style spectrums to deliver 25.2% net returns per annum (+12.8% above benchmark) since inception in September 2021*.
• Graham Hay will cover how Antipodes position portfolios to cater for continued regional and style shifts in 2026, with 2025 seeing Europe and emerging markets leading performance and value outperforming quality and almost matching growth.
• David Wanis will cover how Longwave offer investors more consistent alpha with no performance fees via their Zenith and Lonsec ‘Recommended’ Small Companies Fund.
• Q&A session with all 3 managers.

Event location

Auckland

Event date/time

Tūhono Room, HSBC Tower, 188 Quay Street, Auckland 1010

Event contact information

Click here

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during March 2026 »