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Jamie Young, Cfa
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- Investment Management
- Asset Management
- Equities
- Portfolio Management
- Asset Allocation
- Show all
Bio
Credentials
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CFA Institute CE Program 10 Year Milestone
CFA InstituteNov, 2019- Apr, 2026 -
CFA Charterholder
CFA InstituteNov, 2011- Apr, 2026
Experience
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Castle Point Funds Management
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Auckland
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Partner
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May 2013 - Present
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Auckland
Castle Point Funds Management is a boutique investment manager based in Auckland, NZ focusing on New Zealand and Australian equities.
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TOWER
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Auckland
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Equities analyst
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Dec 2010 - May 2013
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Auckland
Buy side research of NZ and Australian listed companies. Strategic asset allocation analysis for diversified funds. Member of Asset Allocation Committee. Nominated for INFINZ Fund Manager of the Year Equities 2013.
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Mercer Investment Consulting
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Auckland
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Associate
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Nov 2007 - Dec 2010
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Auckland
Consulting to NZ institutional clients on risk budgeting, strategic asset allocation, portfolio construction and fund manager selection. Research of NZ equity, fixed income and property fund managers.
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Education
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2008 - 2010CFA Institute
Chartered Financial Analyst -
1994 - 1998
University of Oxford
MMATH, Mathematics
Suggested Services
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Industry Focus. “Capital Markets”
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