Pie Funds

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Pie Funds Pie is a boutique, New Zealand-owned KiwiSaver, investment fund and wealth manager. And because we invest alongside you, your success is ours.

Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies. He believed most fund managers were serial underperformers, and saw an opportunity to launch a specialist boutique investment firm. Pie has created a brand that is separate and distinct from the styles of most funds managers. Our goal is to focus first and foremost on client returns, and to provide investors with outstanding client service. We offer our investors a unique approach to funds management, and believe this sets us apart from the rest. The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but none we are more proud of than the wealth we have created for our clients. Fast forward over a decade, and Pie’s goal is still to focus on above-average client returns through active management, and to provide investors with outstanding client service. Pie Funds Management Limited (“Pie”) is the issuer and manager of the Pie Funds Management Scheme and the Pie KiwiSaver Scheme (“Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Any advice is given by Pie and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie, guarantees the repayment of units in the Schemes or any returns of units in the Schemes.

03/11/2026

You’re invited to join the Pie team for a delicious breakfast, a market update, and post-election insights, with plenty of time for Q&A and networking.

It’s free to come along, just make sure you register to secure your spot. https://www.eventbrite.com/e/2002980883742

30/10/2026

📣Anthropic’s highly anticipated IPO prospectus is out!

Our founder and Chief Investment Officer Mike Taylor digs into the disclosure documents and shares the highlights of what investors should know.



The disclosure documents for our financial products and services, plus information on our duties and complaints process, are available at www.piefunds.co.nz. No person, including the directors or shareholders of Pie Funds, guarantees the repayment of units in the Schemes or any particular returns.

Great minds, same stripes ✅Some accidental team synergy spotted in the office this morning!
28/10/2026

Great minds, same stripes ✅

Some accidental team synergy spotted in the office this morning!

This Time is Different: Latest episode out nowIn Part 1 of this 2-part episode, Mike Taylor and Liam Dann explored the r...
27/10/2026

This Time is Different: Latest episode out now

In Part 1 of this 2-part episode, Mike Taylor and Liam Dann explored the rise of the Dotcom bubble: the hype, the speculation, and the belief that the internet had changed the investing game.

But what happens when the market turns, confidence disappears, and the companies everyone thought were the future start to fall apart?

In Part 2, Mike and Liam look at the crash, the lessons investors learned the hard way, and what this period of market history might tell us about the AI boom today.

Because when it comes to investing, is this time really different?

🎧 Listen to "This Time Is Different" on Spotify! (link below👇🏾)

https://open.spotify.com/episode/22UJD4Qz3hpylw4N8mAPrr

22/10/2026

They say there's always a bull market somewhere - Pie founder and Chief Investment Officer Mike Taylor shares what he's keeping his eye on.



The disclosure documents for our financial products and services, plus information on our duties and complaints process, are available at www.piefunds.co.nz. No person, including the directors or shareholders of Pie Funds, guarantees the repayment of units in the Schemes or any particular returns.

You can learn a lot about a business from its accounts. You learn something different standing in the quarry 🏗️ .Earlier...
20/10/2026

You can learn a lot about a business from its accounts. You learn something different standing in the quarry 🏗️ .

Earlier this month Michael Goltsman, Lead Portfolio Manager of our Australian Growth Fund and Co-Portfolio Manager of our Australasian Dividend Fund, visited Wagners’ concrete and quarry sites in Queensland. Wagners is a key holding in our funds.

Wagners supplies building materials across the South East Queensland corridor, one of the fastest growing regions in Australia, and one facing a decade of infrastructure and construction work in the lead up to the Brisbane 2032 Olympic Games.

Learn more about our investment funds here: https://lnkd.in/eTNrkR5x

The disclosure documents for our financial products and services, plus information on our duties and complaints process, are available at www.piefunds.co.nz. No person, including the directors or shareholders of Pie Funds, guarantees the repayment of units in the Schemes or any particular returns.

Last Wednesday afternoon, the Pie team stepped away from our desks for a walk around Takapuna as part of our ongoing foc...
18/10/2026

Last Wednesday afternoon, the Pie team stepped away from our desks for a walk around Takapuna as part of our ongoing focus on workplace wellbeing ☀️.

Time away from screens, fresh air, and good conversation along the way (not everyone made it into the photo - a few of the team were well ahead of the camera!).

16/10/2026

Pie founder and Chief Investment Officer Mike Taylor gives his weekly update on global markets, including how high interest rates, the Middle East conflict, inflation and forecast AI spending in the US are affecting markets.

https://www.piefunds.co.nz

The disclosure documents for our financial products and services, plus info on our duties and complaints process, is available at www.piefunds.co.nz.

"Interest rates are to asset prices what gravity is to the apple" - Warren BuffettSeptember proved the point.▶The US 10 ...
15/10/2026

"Interest rates are to asset prices what gravity is to the apple" - Warren Buffett

September proved the point.

▶The US 10 year Treasury yield hit its highest level since 2007.
▶The RBNZ lifted the OCR to 2.75%, its second hike in a row.
▶Bonds, the part of a portfolio meant to hold steady, went backwards alongside property, infrastructure and high dividend shares.
▶Meanwhile, Meta's new AI agent Muse hit No.1 on the US App Store within 12 days, and its shares had their best month since 2013.

In this month's update, Pie founder and CIO Mike Taylor explains why the bond market is calling the shots, why Meta's turnaround matters for the AI bull case, and why market falls are the price of admission for long term investors.

👉 Watch or read Mike Taylor's full September recap here: https://www.piefunds.co.nz/Market-Insights/Article/a-message-from-mike-gravity-returns

13/10/2026

💡 Six months ago, the queue outside ABC Bullion wrapped around Martin Place in Sydney. A few weeks ago, the street was clear.

Our Head of Australian Equities Michelle Lopez, CFA explains with our founder and CIO Mike Taylor what took the heat out of the gold market, and why rising inflation and rate expectations matter.

Watch or read the full update here: https://www.piefunds.co.nz/Market-Insights/Article/australian-market-check-in-gold-rates-and-small-caps



The disclosure documents for our financial products and services, plus info on our duties and complaints process, are available at www.piefunds.co.nz.

Address

Level One, 1 Byron Avenue, Takapuna
Auckland
0622

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+64 9 486 1701

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