Member profile

Angus Simpson, CFA
Assistant Portfolio Manager
ANZ Investments

Can you tell us a bit about your experience as Research Challenge judge
This is the second time I have judged the Research Challenge and I have been increasingly impressed at the quality of the student’s reports and presentations. Some are such a high standard I forget the students don’t have years of work experience and have only been analysing the company for a couple of months. Those that follow a path in to investment banking / funds management will have a bright future.

What are some of your career highlights so far?
Working for an active fund manager any sustained period of outperformance is really satisfying.
While at UBS as a sell-side analyst I learnt a lot travelling around Asia Pacific pitching investment ideas to fund managers and attending internal leadership and training conferences.

What do you like most about your job/industry?
One of the best things about working in funds management is the great people you meet. Whether it’s company management, competitors, industry experts or Mum and Dad investors, they always come from different and interesting walks of life.
I’m focused on the property and retirement sectors, which gives me the opportunity to get out of the office to look at commercial buildings and developments, which I love doing.

What are your interests outside work?
My wife and I have recently had our first child so most of our time is spent hanging out as a family, which has definitely made Auckland’s lockdown more bearable. I grew up on a farm in the Mackenzie Country so love getting back down south for skiing, hunting and lake sports.

Can you recommend some good reading and/or viewing?
Two long held favourite books of mine are; ‘Good to Great’ by Jim Collins, and ‘How to Win Friends and Influence People’ by Dale Carnegie. This years’ top pick for me is ‘No Rules Rules’ by Reed Hastings and Erin Meyer.

Make a prediction for 2026
Billions in funds is switching back to active management, from passive, as active investing is again the preferred investment style. Price discovery in equities has deteriorated with ~50% of global equities passively held, resulting in greater opportunities for active managers to outperform.


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