January 28, 2015 9:37 AM ET

Capital Markets

Company Overview of Perpetual Investment Management Limited

Company Overview

Perpetual Investment Management Limited is a privately owned investment manager. The firm primarily provides its services to institutional and retail clients. It manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe with a focus on Australia. It employs fundamental analysis with bottom up approach to make its investments. The firm benchmarks the performance of its portfolios against the S&P/ASX300 Accumulation Index. It conducts in-house research to make its investments. Perpetual Investment Management Limited is based in New South Wales, Australia. The firm operates as a subsidiary of Perpetual Limited.

Level 12

Angel Place

123 Pitt Street

Sydney, NSW 2000

Australia

Phone:

61 2 9229 9000

Fax:

61 2 8256 1473

Key Executives for Perpetual Investment Management Limited

Chief Operating Officer
Co-Chief Investment Officer and Equity Manager
Co-Chief Investment Officer and Equity Manager
Head of Credit
Head of Mortgages and Chairman of the Credit Committee
Compensation as of Fiscal Year 2014.

Perpetual Investment Management Limited Key Developments

Perpetual Investments Launches New Global Share Fund

Perpetual Investment Management Limited has launched new Global Share Fund to offer clients a new equities capability to meet the demand from Australian investors. Michael Gordon, Group Executive Perpetual Investments, said the launch of its Global Share Fund is a logical extension of Perpetual's highly regarded equities investment business and follows a three and a half year incubation period. This performance would have positioned the Fund in the first quartile for one, two and three years when compared to relevant peers in the Mercer Australian Institutional Universe Surveyii.

Perpetual Investments Reports Earnings Results for the Second Half and Year Ended June 30, 2014

Perpetual Investments reported earnings results for the second half and year ended June 30, 2014. For the year, the company reported revenue of AUD 222.5 million against AUD 195.9 million a year ago. EBITDA was AUD 125.2 million against AUD 98.2 million a year ago. Profit before tax was AUD 113.6 million against AUD 87.2 million a year ago. For the second half, the company reported revenue of AUD 113.0 million against AUD 109.5 million a year ago. EBITDA was AUD 63.8 million against AUD 61.4 million a year ago. Profit before tax was AUD 57.4 million against AUD 56.2 million a year ago.

Perpetual Investments Appoints George Moromalos as New Head of Research and Consultant Relationships

Perpetual Investments has named George Moromalos as new head of research and consultant relationships, effective 22 September 2014. In his new role, Moromalos will work closely with research houses to manage Perpetual Investments' fund ratings. In addition, he will also work with asset consultants on the inclusion of Perpetual Investments' funds in their model and implemented portfolios. Moromalos joined Perpetual from State Street Global Advisors, where he served as vice president, manager business development. Previously, Moromalos worked as a financial planner before moving into product management with Credit Suisse in 2003 and then into institutional distribution in 2006.

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
August 11, 2014
Treasury Wine Estates Limited
Merger/Acquisition
April 27, 2014
Goodman Fielder Ltd.
 

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