Josh Wilson BCom, CFA

Josh specialises in equity portfolio management and is the Portfolio Manager of the Dividend Yield Fund, Trans-Tasman Value Fund and New Zealand Equity Fund. As Chief Investment Officer, he also has oversight of Clarity’s other funds.

Josh joined Clarity in 2019 from NZ Funds, where over a period of eight years he built a track record as a portfolio manager of New Zealand and Australian shares, responsible for company research and portfolio construction. Prior to NZ Funds Josh survived the global financial crisis as an equity analyst with share broker Collins Stewart in London, and before that cut his teeth in financial markets with AMP Capital Investors in Wellington.