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Accident Compensation Corporation
David Iverson · Bank/Insurer · Multi-Strategy
The Accident Compensation Corporation (ACC) is a New Zealand Crown entity established in 1974 to provide comprehensive, no-fault personal injury cover for all New Zealand residents and visitors. The organization manages a significant investment fund, known as ACC Investments, which is designed to meet the long-term future costs of injury claims, thereby reducing the financial burden on future levy payers. The fund is diversified across several asset classes, including New Zealand and global equities, fixed income, and private markets such as infrastructure and renewable energy. As a major institutional investor in the South Pacific, ACC is recognized for its sophisticated asset-liability management and its commitment to ethical investment practices as a signatory to the United Nations Principles for Responsible Investment.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.7% |
| YTD return | +5.9% |
| Sharpe ratio | 3.26 |
| Win rate | 70% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.acc.co.nz |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SKLUY | Skellerup Holdings Limited | 73.3% | 0.0% |
| DPMAY | Diploma PLC | 19.5% | 0.0% |
| CPYYY | Centrica PLC ADR | 7.3% | +0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | SKLUY | 66.3% → 73.3% |
| Aug 31, 2026 | SELL | IHG | 8.4% → 0.0% |
| Aug 31, 2026 | BUY | DPMAY | 18.6% → 19.5% |
| Aug 31, 2026 | BUY | CPYYY | 6.7% → 7.3% |
| Aug 17, 2026 | SELL | IHG | 24.5% → 8.4% |
Investment Style Analysis
Accident Compensation Corporation is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Industrial Machinery and Industrial Distribution sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Accident Compensation Corporation made a significant move by increasing exposure to SKLUY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ACC’s core investment philosophy is centered on asset-liability management, aiming to match its long-term assets with the present value of future insurance liabilities. The institution employs a dynamic strategic asset allocation (SAA) framework, operating on the belief that markets are partially predictable and that active management can deliver sustained outperformance relative to benchmarks. This approach prioritizes liability-matching assets, such as inflation-linked bonds and infrastructure, to hedge against inflation and interest rate risks. Furthermore, ACC integrates environmental, social, and governance (ESG) factors into its decision-making process, following an ethical investment policy that seeks to achieve the best possible mix of long-term risk-adjusted returns while fulfilling its social responsibility to all New Zealanders.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Accident Compensation Corporation.
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Frequently asked questions
How is the simulated portfolio for Accident Compensation Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Accident Compensation Corporation's largest holding?
As of the latest filing, Accident Compensation Corporation's top position is Skellerup Holdings Limited (SKLUY), representing 73.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Accident Compensation Corporation's historical performance and risk profile?
Our simulation indicates a total return of +23.7% with a win rate of 70%. Notably, the portfolio maintains a Sharpe Ratio of 3.26, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Accident Compensation Corporation primarily invest in?
Accident Compensation Corporation has a strong preference for the Specialty Industrial Machinery sector, which makes up 73.3% of their disclosed assets. The portfolio also has exposure to Industrial Distribution, indicating a specific thematic focus.
Is Accident Compensation Corporation's portfolio concentrated or diversified?
Accident Compensation Corporation runs a highly concentrated portfolio with 3 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Accident Compensation Corporation performed in 2026?
Our AI-simulated model portfolio for Accident Compensation Corporation tracks a Year-to-Date (YTD) return of +5.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Iverson manage Accident Compensation Corporation directly?
Yes, David Iverson serves as the key portfolio manager for Accident Compensation Corporation, overseeing the investment strategy and final capital allocation decisions.