Our investment process is based on a long-term view which seeks to deliver sustainable returns. That means that when we consider investing in a particular business, we take into account their future prospects as well as their current situation. We look for companies that have a clear understanding of future trends in their industry – and a clear plan to take advantage of them.
Ryman Healthcare is a good example. Since its inception in 1984 Ryman has grown to be one of the largest providers of retirement village and aged care living facilities in New Zealand. As a long-term investor in Ryman Healthcare, we have shared the benefits of their success – but what keeps us invested is not their past, but their future. Changing demographics mean the needs of their clients are evolving, and Ryman is positioning themselves well to take advantage. ANZ Investments visited Ryman Healthcare’s Bert Sutcliffe Village in Birkenhead to find out more about the changes in this increasingly important sector, and how Ryman is responding to them.