Loading...
THE PEAK RESEARCH PROCESS

Peak investment’s philosophy is to deliver superior after-tax returns for you over the long term based on these essential elements:

  • Thorough and perceptive fundamental research
  • Primary emphasis on risk adjusted stock selection with a strong focus on macro and technical factors
  • Highly disciplined stock selection process focusing on Growth at a Reasonable
    Price (GARP)
  • Relatively concentrated portfolios
  • A blend of managers who are prepared to challenge consensus.

To ensure we have a clear understanding of companies for inclusion in your portfolio, Peak undertakes company visits, conference calls, company presentations and analyst briefings. However, because of our industry expertise,

We also believe in a healthy scepticism towards company and industry forecasts - hence the need to do our own research. This also involves reviewing a range of current broker and industry research.

To contain risk at the stock level, Peak will evaluate securities based on the following:

  • strength of the balance sheet
  • ability and track record of management
  • positive cash flow generation
  • positioning in the market place
  • product differentiation
  • position on the cost curve

Individual portfolios are constructed from securities selected from Peak Investment Partners' proprietary research, with portfolios under constant management and review.

RESEARCH PROCESS
Consensus Broker Forecasts
Peak Research universe
Peak stock selection
  • Broker Weekly Download:
    • Earnings
    • Valuations
    • Financials
    • Profitability
    • Liquidity
    • Consensus (Bloomberg)
  • 100 core Peak stocks from within the ASX 300
  • 80 medium/small cap stocks <$1bn market cap
  • 30 fixed-interest hybrid stocks
  • 25 Exchange Traded Funds
  • Two key variables per stock:
      1. 12 mth rolling price target
      2. Required rate of return (‘Risk’)
      • Buy when Price Target > Required Return
      • Sell when target reached
    PEAK INVESTMENT
    We partner with successful individuals, families, DIY superfunds and ‘not for profit’ organizations to help you achieve your investment goals. We deliver independent, trusted advice and match solutions to your needs, wants and circumstances.
    CONNECT

    © 2015 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of Peak Investment Holdings Pty Ltd (ABN 17 118 685 993)

    who holds an Australian Financial Service Licence No.304008. Website Design & Development by MDB