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Profile
Ms. Zoie Regan, CFA, is a Senior Investment Analyst at Fisher Funds Management Ltd. She re-joined Fisher Funds in January 2023 and has resumed responsibility for researching New Zealand companies.
Ms. Regan initially joined Fisher Funds in 2012 and previously held roles at Fisher Funds including Portfolio Manager – Property & Infrastructure.
She is an experienced investment professional, with 10 years in various other roles across investment management, investment banking and actuarial services.
Zoie Regan active positions
| Companies | Position | Start |
|---|---|---|
Fisher Funds Management Ltd.
 Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds is an active, growth-oriented, long-term investor which manages portfolios invested in Australian and New Zealand equity with a primary focus on small- and mid-cap companies. The firm engages in bottom-up stock picking and manages highly concentrated portfolios. They aim to identify companies with a unique product or service and a dominant market position or brand, as well as companies which operate in a fast-growing sector. Fisher Funds base investment decisions on thorough fundamental analysis and regularly meet the management of each investee. | Analyst-Equity | 2022-12-31 |
Former positions of Zoie Regan
| Companies | Position | End |
|---|---|---|
Forsyth Barr Ltd.
 Forsyth Barr Ltd. Investment ManagersFinance Provides wealth management services | Director of Research - Equity | 2021-04-30 |
Fisher Funds Management Ltd.
Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds is an active, growth-oriented, long-term investor which manages portfolios invested in Australian and New Zealand equity with a primary focus on small- and mid-cap companies. The firm engages in bottom-up stock picking and manages highly concentrated portfolios. They aim to identify companies with a unique product or service and a dominant market position or brand, as well as companies which operate in a fast-growing sector. Fisher Funds base investment decisions on thorough fundamental analysis and regularly meet the management of each investee. | Analyst-Equity | 2019-07-31 |
MST Financial Services Pty Ltd. (Access Research)
 MST Financial Services Pty Ltd. (Access Research) Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
42
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Forsyth Barr Ltd.
Forsyth Barr Ltd. Investment ManagersFinance Provides wealth management services | Finance |
Fisher Funds Management Ltd.
Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds is an active, growth-oriented, long-term investor which manages portfolios invested in Australian and New Zealand equity with a primary focus on small- and mid-cap companies. The firm engages in bottom-up stock picking and manages highly concentrated portfolios. They aim to identify companies with a unique product or service and a dominant market position or brand, as well as companies which operate in a fast-growing sector. Fisher Funds base investment decisions on thorough fundamental analysis and regularly meet the management of each investee. | Finance |
MST Financial Services Pty Ltd. (Access Research)
MST Financial Services Pty Ltd. (Access Research) Investment ManagersFinance Provides investment research | Finance |
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- Zoie Regan
