Meet our Investment Managers

OAMLogo 

The investment manager is Octagon Asset Management who is responsible for the day to day investment management for each of the funds.


Craig

Craig Alexander 
Head of Fixed Interest and ESG
Octagon Asset Management

craig.alexander@octagonasset.co.nz  |  DDI: +64 9 368 0032  |  +64 21 227 9783

Craig joined Forsyth Barr in 2013 and moved to Octagon Asset Management Limited when it was appointed investment manager.

He has over 25 years of experience spanning New Zealand’s banking, insurance and fund management industries.

Craig holds a commerce degree from Lincoln University of Christchurch.



JasonLindsay

Jason Lindsay
Head of Equities
Octagon Asset Management

jason.lindsay@octagonasset.co.nz | DDI: +64 4 914 2211 | +64 21 244 1811

Jason joined Forsyth Barr in 2019 and moved to Octagon Asset Management Limited when it was appointed investment manager.

He has over 15 years of experience spanning New Zealand’s equity research and fund management industries.

Jason holds a BCA from Victoria University of Wellington and is a member of Chartered Accountants Australia and New Zealand (CAANZ).



PaulRobertshaw

Paul Robertshawe 
Chief Investment Officer
Octagon Asset Management

Paul.Robertshawe@octagonasset.co.nz | DDI: +64 4 495 5259 |  +64 27 652 4461

Paul joined Forsyth Barr in 2021 and moved to Octagon Asset Management Limited when it was appointed investment manager.

He has 25 years of experience in New Zealand’s funds management industry and has been running equity portfolios for the past 17 years.

Paul holds a BBS degree in Finance and Accounting from Massey University and is a member of Chartered Accountants Australia and New Zealand (CAANZ) and the Institute of Finance Professionals (INFINZ).



Christine

Christine Smith-Han
Equity and Strategy Analyst
Octagon Asset Management

christine.smith-han@octagonasset.co.nz | DDI: +64 3 474 6112

Christine Smith-Han re-joined Forsyth Barr in January 2017 after spending three years lecturing first and second year finance students at Otago University and moved to Octagon Asset Management Limited when it was appointed investment manager.

Prior to her role at the University, she had worked at Forsyth Barr for the previous six years.


Liam

Liam Donnelly
Funds Management Portfolio Analyst/Junior Portfolio Manager
Octagon Asset Management

Liam.Donnelly@forsythbarr.co.nz | DDI: +64 4 495 8194

Liam started with Forsyth Barr in 2017 in a part-time role with Funds Management in Dunedin, which he balanced with his University of Otago studies in Accounting, Finance and Music.

After graduating, he made the move to Wellington to commence his current role of Quantitative Analyst in the Research team.

Alongside his interest in financial markets, Liam is a keen musician, having worked in Dunedin as a pianist for a number of years. Liam has passed Level 2 of the CFA program.


Paige

Paige Hennessy
Equity Analyst

paige.hennessy@octagonasset.co.nz | DDI: +64 4 495 8189

Paige joined Octagon Asset Management Limited in January 2022 having previously spent two years as an Associate Analyst in the investments team at ACC. Prior to joining ACC she completed a conjoint Bachelor of Laws and Bachelor of Commerce at the University of Victoria in Wellington. Paige is a CFA Level 3 candidate. As an equity analyst, Paige is responsible for providing financial modelling, valuation, sector and stock specific research to support the construction of the New Zealand and Australian equity portfolios.



Tobias

Tobias Newton
Equity Analyst
Octagon Asset Management

tobias.newton@octagonasset.co.nz | DDI: +64 4 495 5265

Tobias joined Forsyth Barr in 2020 and moved to Octagon Asset Management Limited when it was appointed investment manager.

Prior to this he had spent the previous three years in the Deals team at PricewaterhouseCoopers, finishing there as a Senior Analyst.

Before joining PwC he completed a Bachelor of Commerce degree at the University of Canterbury, and is currently pursuing his CFA designation.

He is currently a level III CFA candidate having completed both level I and II of the programme.