Octagon Asset Management launched in November 2021, is a boutique funds management company with a team based in Wellington, Auckland, and Dunedin. Octagon believes in their process and people invest their money alongside their clients.
Their business is built upon eight key principles:
- They put our clients' interests first
- They are active investment managers
- They seek attractive, risk-adjusted returns
- They adopt a flexible investment approach
- They believe experience matters
- They prioritise communication
- They embrace Environmental, Social, Governance (ESG)
- They are independent
Building active portfolios, building conviction levels
Octagon looks to enhance the returns for our customers by being an active manager in the markets we invest in. This means, by definition and style, we are not passive investors who simply buy the index or the sector, rather we apply a disciplined process that allows the Octagon portfolio managers to identify when and why an asset is mispriced, and take advantage for our clients.
MORE»Active versus Passive Investment Management
Octagon Asset Management (Octagon) as an active investment manager and we aim to deliver superior investment returns by being active (as opposed to passive).
MORE»