Welcome to Peters MacGregor Capital Management.
We are a boutique value based investment manager based in Sydney, Australia that was founded in 1999. We offer our investors concentrated, bottom up and benchmark unaware global equity portfolios that aim to generate returns above the MSCI World Net Total Returns Index over the long term (five years plus), while reducing the risk of permanent capital loss.
To achieve those objectives, we believe that superior long term returns can be generated by investing in a small number of great companies, run by great management, purchased at a great price e.g. a 20% discount to our assessment of value.
As such, we are looking for businesses with durable competitive advantage, run by people who will maintain and/or improve on that advantage over time. In order to assess these attributes, we focus on businesses we can understand. We place a heavy weight on high probabilities and do not diversify our share holdings into industries and companies we do not understand.
We offer investors two ways to invest with us.
For Advisers, Retail Clients and Trustees of Self Managed Super Funds (SMSF), we offer a Fund that accepts any amount above $10,000 and Sophisticated Investors, with more than $2m, can invest via our Individually Managed Account (IMA) offering.
Contact Us to find out more.
US Banks, big oil, Korean cars top picks
The Australian Financial Review – 9th January 2014
Peters MacGregor Global Fund added to Netwealth
Financial Standard Online – 29 November 2013
Cash Gives the Private Investor an Edge
The Financial Times – 24 May 2013
Uncle Sam on comeback trail
Sydney Morning Herald – 18 August 2012
Sydney Morning Herald – 21 April 2012
A Long Term Focus Pays Off
Peters MacGregor outlines
A Great Compensation Policy
Trevor Scott outlines
Michael Haddad outlines