Aurellan

  Aurellan Asset Management is a specialist investment management business established by Anthony Edmonds, who founded and sold InvestNow, and Chris Di Leva formerly of Harbour Asset Management, who now oversees the firm’s investment decisions and day to day leadership from Wellington.

Here’s how Anthony Edmonds describes Aurellan’s approach:

Following the sale of InvestNow, I’ve concentrated on managing my own investment portfolio. By investing a substantial amount of my own money in Aurellan’s funds, I’m committed to contributing to the development of global share funds that aim to serve New Zealand investors well.

To achieve this Aurellan has partnered with Wilshire who is a US-headquartered global investment firm specialising in researching investment managers and constructing portfolios for their clients, who collectively have over $US1.5 trillion under advisement with Wilshire (as at 30 September 2025). Wilshire provides Aurellan with advice on which global investment managers to use within our funds

The Aurellan Global Shares Fund and Aurellan Hedged Global Shares Fund provide diversified global equity exposures managed by specialist global share managers like Causeway Capital, Loomis Sayles, and Los Angeles Capital. These Funds aim to generate long-term outperformance by leveraging Wilshire‘s global research and expertise in selecting specialist investment managers focused on value, core quantitative, and growth styles.

Key Aspects of Aurellan Global Shares Funds:

• Manager-of-managers approach: Wilshire advises Aurellan on which external leading specialist global investment managers to use to select shares.
• Access to leading global specialists: The current underlying investment managers of the Aurellan Funds are Loomis Sayles (growth), Los Angeles Capital (core quantitative), and Causeway Capital (value).
• Partnership with Wilshire: Leverages the global research and scale of US-based Wilshire, who are experts in researching investment managers and constructing portfolios for clients.
• NZ-domiciled PIE funds: Aurellan’s funds are structured as Portfolio Investment Entities (PIEs) for New Zealand tax efficiency.

For more information about us, please visit Aurellan Asset Management