ELEVATION CAPITAL IS A GLOBAL
We are a value oriented global investor who seeks to invest in undervalued companies. We are unconstrained by geography, industry and market capitalisation, allowing us to focus on long-term returns while seeking to minimise the risks of permanent capital loss.
TODAY WE HAVE APPROXIMATELY
NZ$ 255 MILLION OF FUNDS UNDER MANAGEMENT
AS AT 30 JUNE 2016
DIRECTORS AND EXECUTIVES
Craig Stobo is the Chairman and a Principal of the Manager.
He was educated at Waitaki Boys High School (Milner Prize), Otago University (BA Hons First Class in Economics) and Wharton Business School, University of Pennsylvannia (Advanced Management Programme).
He has worked as a diplomat for the NZ and Australian Governments, economist, investment banker and also as CEO and Executive Vice President for BT Funds Management NZ Ltd.
He has chaired the Government review of the taxation of investment income in 2004 which lead to the PIE tax regime; chaired the Government review of financial services exports in 2010; and chaired the Establishment Board of the Local Government Funding Agency (LGFA) prior to its incorporation in December 2011.
Currently he has private equity interests in businesses including Elevation Capital Management Ltd; and is an independent director and chair of the Local Government Funding Agency, AIG Insurance New Zealand Ltd, and the NZX –listed companies Precinct Properties New Zealand Ltd, and Fliway Group Ltd. He has also been appointed by Local Government NZ to the establishment board of the Local Government Risk Agency.
+64 21 733 751
Andrew Harmos is a Non-Executive Director and Principal of the Manager.
He is a founding partner of Harmos Horton Lusk Limited, a specialist corporate legal advisory firm, established in 2002.
Prior to the formation of Harmos Horton Lusk, Mr Harmos was a partner of Russell McVeagh from 1986 to 2002. Mr Harmos is a Director of ASX Listed SCentre Group Limited which owns and operates major shopping centres throughout Australia and New Zealand, AMP Life Limited & National Mutual Life Association of Australasia (providers of life insurance and investment services in Australia and New Zealand) and Pascaro Investments Limited, a dairy farming investment company. Mr Harmos graduated from The University of Auckland with a BCom LLB (Hons) in 1981.
Christopher Swasbrook is the Founding Principal of the Manager.
He was previously a Partner of Goldman Sachs JBWere Pty Limited, Co-Head of Institutional Equities at Goldman Sachs JBWere (NZ) Limited and a Foundation Broker of the New Zealand Exchange Limited (“NZX”) and prior to that an Individual Full Member of the NZ Stock Exchange (“NZSE”). He is currently a member of the NZX Listing Sub-Committee (since 2008) and a member of the NZ Markets Disciplinary Tribunal (since 2013). He is also Chairman of NZX listed - Bethunes Investments Limited [BIL.NZX] which Elevation Capital Management Limited directly owns 8.69% of the current issued capital (as at 14 October 2015). Mr. Swasbrook is independently recognised as a global value investor. He was most recently referenced in a book published on a number of global value investors - “The Manual of Ideas" by John Mihaljevic. You can read the preface to The Manual of Ideas here.
Mr Swasbrook graduated from the University of Auckland with a BCom (Economics) in 1995.
+64 21 928 262,
+1 347 686 5427
John Tsai is a Principal of the Manager.
He holds a MSc (Computer Science) from The University of Auckland and a MMgt (Finance) from Massey University. John was born in Taipei, Taiwan and is multi-lingual speaking Mandarin, Taiwanese and English.
Prior to joining Elevation Capital in 2010, John first worked as a senior software programmer at Ulead Systems Inc. in Taiwan for two years. He was next, employed by a Gevin Enterprises Co., Limited in Taiwan, where one of his key responsibilities was to develop new products and prototypes by working closely with clients and manufacturers. In this role he co-developed and is the co-owner of U.S. Patent # 7,182,901 – for the manufacturing of a gaming chip, including a recess.
+64 21 035 9341
Richard Milsom is a Principal of the Manager.
He holds a BCom in Finance and Economics from The University of Canterbury. Following this Mr Milsom developed and sold an adventure tourism business in Queenstown called Wake Tours. This involved acquiring resource consents, extensive marketing and liaising with other major tourism operators. He has also built a successful retail business in Christchurch, New Zealand – Infinite Definite (http://infinitedefinite.com). Here he developed a bricks & mortar operation, an online store with extensive involvement in strategy, IT infrastructure, accounting and the e-commerce platform.
Mr Milsom is currently the Chairman of the Institute of Finance Professionals New Zealand - Young Finance Professional’s and was recently recognised within the industry by being selected as one of three finalists for the inaugural INFINZ – Emerging Leader Award 2016.
+64 21 274 2476,
+1 347 986 4104
OUR INVESTMENT PORTFOLIOS are SUPPORTED BY
Click to read more about our current investments
ADDITIONAL COMMENTARIES ARE PROVIDED FOR
INVESTOR EDUCATION AND TRANSPARENCY
What is a Spin-off?
A spin-off is where a company separates a portion of its business (a division or a subsidiary) from the parent company and organises it as an independent company.
Read the full article here
As an investor, you pay a fund manager to invest your hard-earned savings. You pay for their skill. But how can you measure that skill, and how do you know you’re getting value for the fees you pay?
Read the full article here
Elevation Capital invests in businesses with the 'Capacity to Suffer and Reward'
Read the full presentation here
ELEVATION CAPITAL OFFERS TWO INVESTMENT OPTIONS
READ THE INVESTMENT STATEMENT FOR
THE ELEVATION CAPITAL VALUE FUND
& APPLY ONLINE