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 AC World Net Total Returns IMI Index (AUD) 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.

Most recent Fund Research Rating by Atchison.

Contact Us to find out more.

MEDIA

Wayne Peters interviewed on CNBC
CNBC Street Signs – 18th June 2014

Trade Secrets of a Contrarian Investor
Australian Financial Review – 7th June 2014

Warren Buffett pilgrims come from far & wide
Australian Financial Review – 5th May 2014

US Banks, big oil, Korean cars top picks
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

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INSIGHTS

A Lower Correlation Option
Peters MacGregor outlines

A Long Term Focus Pays Off
Peters MacGregor outlines

A Great Compensation Policy
Trevor Scott outlines

Investment beliefs
Michael Haddad outlines

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