Background & Experience
Joe is an Authorised Financial Adviser, the Discretionary Investment Management Service (DIMS) Manager, and Chairman of the Investment Committee for the company. Joe was formerly the Head of Investment Solutions at Grosvenor Financial Services Group. Prior to that, he spent eight years developing the investment offering for Goldridge Wealth Management. Before migrating to NZ, Joe spent almost a decade working for one of the world’s largest and most respected hedge funds, Moore Capital Management, both in London and New York as an analyst and fixed income trader.
There are several drivers of returns from investing in companies. The main two are from a company growing their earnings over time and from paying dividends to shareholders. But recently in New Zealand we have seen instances of another driver of returns - takeovers.