Meet our Investment Managers
The investment manager is Octagon Asset Management who is responsible for the day to day investment management for each of the funds.
Paul Robertshawe, CA
Chief Investment Officer
Octagon Asset Management
[email protected] | 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).
Craig Alexander
Head of Fixed Interest and ESG
Octagon Asset Management
[email protected] | 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 Canterbury.
Jason Lindsay, CA
Head of Equities
Octagon Asset Management
[email protected] | 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) and the Institute of Finance Professionals (INFINZ).
Divyang Patel
Chief Operating Officer
Octagon Asset Management
[email protected] | DDI: +64 4 495 8194
Divyang joined Octagon Asset Management Limited in 2022 as Chief Operating Officer. Prior to this he spent 10 years in various operational roles, concluding his last venture as Head of Operations.
Divyang has a Bachelor of Commerce (Commercial Law and Accounting) from Victoria University of Wellington and is a member of Chartered Accountants Australia and New Zealand.
Matt Hardwick
Business Development Manager
Octagon Asset Management
[email protected] | DDI: + 64 4 495 8209 | +64 27 787 4688
Matt joined Octagon Asset Management Limited in 2022. As Business Development Manager, Matt is responsible for Octagon's go to market strategy as well as client services as communications.
Previously Matt was Head of Corporate Affairs at Z Energy, He has over 20 years' experience in investor relations working across multiple industries and market cap companies in London, Singapore and European Emerging Markets.
Matt holds an MBA in Finance from Thunderbird, the graduate management school of Arizona State University as well as a Bachelor of Arts degree in Public Policy from Victoria University of Wellington.
Christine Smith-Han
Strategy and Performance Analyst
Octagon Asset Management
[email protected] | DDI: +61 4 2192 2376
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.
As an equity analyst, Christine is responsible for providing financial modelling, valuation, sector and stock specific research to support the construction of the New Zealand and Australia equity portfolios. Christine is also responsible for the implementation of Octagon’s multi-manager global equities strategy and she conducts quantitative research on economic financial data to support the investment decisions of the team.
Christine completed a Masters in Business (Finance) from Otago University.
Tobias Newton, CFA
Equity Analyst
Octagon Asset Management
[email protected] | 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 a CFA charterholder.
As an equity analyst, Tobias is responsible for providing financial modelling, valuation, sector and stock specific research to support the construction of the New Zealand and Australian equity portfolios.
Paige Hennessy, CFA
Equity Analyst
[email protected] | DDI: +64 4 495 8189 | +64 27 373 7529
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 and is a CFA charterholder.
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.
Liam Donnelly, CFA
Fixed Interest and ESG, Analyst
Octagon Asset Management
[email protected] | DDI: +64 4 495 8194
Liam started with Forsyth Barr in 2017 in a part-time role in the Dunedin office, which he balanced with his University of Otago studies in Accounting, Finance and Music.
After graduating, he made the move to Wellington to commence the role of Quantitative Analyst in Forsyth Barr’s Research team. Liam is a Chartered Financial Analyst (CFA) charterholder.
Liam joined Octagon Asset Management in 2022. His responsibilities include analysis and modelling to support the construction and management of Octagon’s Fixed Interest and Cash strategies, as well as the continued development and implementation of Octagon’s Environmental, Social and Governance (ESG) framework.
Hament Ranchhod
Operations and Administrative Analyst
Octagon Asset Management
[email protected] DDI: +64 4 495 8180
Hament joined Octagon Asset Management Limited in April 2022 as an Operations and Administration Analyst.
He has over 30 years of experience in middle and back office operations within the financial services industry.
He completed a Bachelor of Business Studies degree at Massey University.