24 March 2015

Feltex: Houghton v. Saunders

Funders of the unsuccessful $185 million claim brought by aggrieved investors after the 2004 Feltex float have been ordered to pay over three million in costs to the successful defendants: Feltex directors and the float promoters Credit Suisse, First New Zealand Capital and Forsyth Barr.
Harbour Litigation Investment Fund LP and Joint Action Funding Ltd provided the financial muscle for small shareholders who banded together to sue Feltex for losses suffered when the share price tanked after Feltex went public.  They lost comprehensively when the High Court ruled the 2004 prospectus not misleading.  As sucessful defendants, claims for costs were made by those who were Feltex directors in 2004 together with the float promoters who had been sued.  They claimed indemnity costs; compensation for every dollar spent on the case alleging the investors’ claim was without merit, had been poorly researched and badly presented – all of which created needless costs for the defence.
Harbour Litigation and Joint Action had accepted liability for any costs order when underwriting the investors’ court case.  There was evidence that Harbour Litigation had taken insurance cover (capped at five million dollars) against the possibility of having to pay increased costs on losing.  The defendants said litigation funders are in the business to make a profit and should pay the full costs when losing.  The High Court was told that if the $185 million claim had succeeded in full, Harbour Litigation and Joint Action would have taken $60 million as their pay-off.  Justice Dobson said the courts have accepted there is a place for litigation funders, providing access to justice where there are multiple small claimants seeking to pursue a common claim.  It did not follow that use of a litigation funder, alone, was reason to order indemnity costs.   There was no order for indemnity costs.
Justice Dobson did increase the level of costs payable above those normally awarded to reflect the amount of work involved.  The court hearings ran for 52 sitting days with evidence heard from 33 witnesses including eleven giving expert evidence.  Over 1800 documents were produced in evidence requiring a comprehensive electronic data management system to capture and display the documents.  Harbour Litigation and Joint Action were ordered to pay extra above standard court rates of between 15% and 50% across various categories of costs claimed.  They were ordered to pay Feltex directors $1.12 million, Credit Suisse $803,640, First New Zealand $576,268 and Forsyth Barr $493,883.
Justice Dobson commented specificially on some of the costs claimed stating that the rates paid overseas experts might be seen to be “eye-wateringly high”.  The full costs of fees and disbursements for two of the expert witnesses called for the defence amounted to $1.3 million.  One of them, Professor Cornell based in the US, charged $US995 per hour for his services.  Justice Dobson queried whether Australasian experts with sufficient expertise could not be found.
At the behest of litigation funders, Justice Dobson ordered claims for alcohol be deleted from all recoveries claimed by the defendants and their lawyers for overnight accommodation and meals.  
Houghton v. Saunders – High Court (24.03.15)
15.023