Mint Asset Management is an independent investment management business based in Auckland, New Zealand
Mint is focused on a targeted group of investment strategies, managed by a group of highly experienced investment managers. The business is majority-owned by staff and generating investment returns is all that Mint does. Mint's independence and size enables the firm to be flexible and create solutions specific to investor requirements.
The vision of Mint is to be a successful independent firm specialising in active investment management. Success means adding value for our clients over the long term; which in turn means retaining alpha generation capability through excellent resourcing and conservative capacity thresholds.
Sheep Sheds and Credit Spreads
Mint Asset Management investment analyst Ryan Falls reckons, well his Dad reckoned, he was not got at counting sheep on the family farm. But with hard work and having a good framework things have changed.
MORE»Outlook for 2025: How about no landing?
For much of the past few years, there has been an ongoing debate about whether the US was going to experience a ‘hard landing’ or a ‘soft landing’. Back in the tail end of 2023, the mainstream view was an eventual ‘hard landing’ – the economy under pressure from elevated levels of inflation would be forced into a recession, borne down by the weight of the rate hikes necessary to curb that inflation.
MORE»Power Plays: Navigating New Zealand’s Electricity Market
It’s been a charged year for New Zealand’s electricity market, and not just because of the literal power surges. Earlier in the year, a perfect storm of low hydro lake levels, lacklustre wind, and a gas shortage sent electricity prices through the roof. Headlines buzzed with warnings of market dysfunction, with some pointing fingers at a lack of competition and an underinvestment in generation. With wholesale electricity prices and lake levels having returned closer to normal levels, we ask if the headlines are a fair reflection of reality.
MORE»A tale of two villages – steady SUM and a RYM reckoning
The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market.
MORE»Are NZ equities a buy?
Nothing like price to change sentiment – Helene Meisler
MORE»Investing Wisdom: 4 Invaluable lessons from my time in the markets
As a seasoned investor and equity analyst, I've learned some invaluable lessons from navigating the ups and downs of the stock market over the years. Here are four lessons I have learnt.
MORE»Financial markets: Calm seas never made a skilled a sailor
I grew up with a knack for numbers. Through my early years I always found maths something that came naturally to me which in turn sent me off on the path to become a Portfolio Manager, as I am today. This journey was somewhat less traditional than some, but one that provoked an interest in financial markets at each turn.
MORE»Don’t let perfect be the enemy of good
Living in a sustainable way was a feature of my household long before it became part of the mainstream culture.
MORE»Art of Investing: A journey from shadows to spotlight
Imagine a child growing up in communist Poland in the 80s. Picture the grand, yet ultimately hollow, promises of five-year government plans that fizzled out before they could light any real fire under the economy.
MORE»Mint spearheads letter to the Government addressing Modern Slavery Legislation
Investors, Businesses and Non-Governmental Organisations (NGOs) continue to urge the New Zealand government to create strong modern slavery laws in Aotearoa.
MORE»AI: The great acceleration
Technology investing has always been a rapidly evolving sector, and 2024 will be no different.
MORE»The bird in the hand or two in the bush?
August 2021 marked the start of an almost four-month lockdown for Auckland – none of us would wish to return to that challenging period. Except, that is, if you were a domestic investor. From the end of August 2021 to the lows in October 2023, the NZX50 Index fell almost 20%[1].
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