Devon Funds Management

Devon Funds Management Limited (“Devon”) is an independent investment management business that specialises in building investment portfolios for their clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Their approach is an active one where their rigorous research and analytical skills are applied to maximum advantage.

Devon was established in March 2010 when they acquired the well respected asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Limited. Devon is staffed by a number of leading investment professionals who enjoy a boutique environment free from the distractions and bureaucracy of larger institutions. Most of their people are shareholders in the business and it is a requirement at Devon that any investment by staff in NZ or Australian shares must be through their Funds.

Devon’s highly qualified and experienced investment team is committed to helping investors achieve their investment results. Devon believe their advantage lies in their people – a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. Devon have worked hard to assemble the right talent with the necessary skills and experience to manage their client’s portfolios.

And it’s not just Devon's clients’ investments that they’re committed to growing. They take pride in the fact that Devon is independent and wholly owned by its employees and directors, who maintain personal holdings in the Devon Funds, ensuring their investment team’s decisions and their clients’ interests are aligned at all times. Devon manage in excess of $2 billion on behalf of a diverse range of leading New Zealand clients, including Community Trusts, charities, KiwiSaver schemes, corporates pension schemes and individual investors.

You can view Devon's YouTube video channel below.