Managing Director / Chief Investment Officer
Portfolio Manager - Brunswick Fund
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, ACID, CA
In August 2001 Peter founded CI. He has over 25 years money management experience. Starting in 1987, as a specialist industry analyst at the NSW State Superannuation Investment and Management Corporation, he progressed to deputy manager of the $7 billion portfolio as well as running individual portfolios. In 1993 Peter ran the Australian equity portfolios for BNP and for 7 years was with Merrill Lynch Investment Managers Limited ("Merrill Lynch") (until August 2001).
As Head of Australian Equities and Managing Director at Merrill Lynch (formerly Mercury Asset Management), Peter was responsible for overseeing the team that managed $7.5 billion in Australian equities. Over 5 years the specialist equity portfolio was the number 1 performing fund in the Intech Australian Equity Survey. Under Peter's leadership, in 1998, Merrill Lynch received the Australian Equity Manager of the Year award for exemplary performance.