Leodaritsis

About Us

Introduction

We are a boutique independent Australian funds investment research advisory business specialising in providing corporate consulting services predominantly concentrating on policy advice to boards and executive management and independent portfolio construction advice to the investment management industry.

We strive to deliver exceptional service through our specialised boutique approach, which focuses on efficiency, transparency, and good governance. Through our comprehensive suite of services, we aim to be the trusted partner for corporates and investment managers seeking a reliable and experienced team to support their strategies.

We bring a high level of skill, knowledge and experience across both domestic and international investment markets across investment research, portfolio management and equity capital market activities.

As a boutique, we are extremely hands-on and proactive in our approach to client assignments, bringing a deep technical understanding to our work. Our experience brings together expertise gained from institutional equities research, funds management and investment banking and equity capital market experience.

Our Principal

Peter Leodaritsis

Peter is a leading Australian securities industry figure with over 35 years of extensive experience in equities research, including 25 years in institutional equities. He has extensive experience in corporate valuations, equity capital markets, portfolio construction and investment management.

Peter is a skilled strategic thinker with strong commercial acumen. He possesses advanced analytical and financial numeracy skills and is an exceptional presenter and communicator.

Peter is widely recognised as one of Australia’s leading financial sector analysts and is also known for founding Australia’s first significant independent equities research firm, Aegis, and successfully transforming it into a profitable and industry-leading player before its acquisition by Morningstar in 2010.

Peter is a result-driven leader with an inclusive and collaborative leadership style, high personal integrity, and strong interpersonal skills.

OUR SERVICES

Corporates:

Leodaritsis Advisory provides corporate consulting services predominantly concentrating on policy advice to boards and executive management and offer a broad range of general corporate services to emerging companies within the financial services industry including:

01

Policy Advice

Predominantly concentrating on policy advice to boards, investment committees and executive management on strategic investment or equity capital market matters.

02

Investor Relation Strategies

To assist with establishing and developing effective investor relations programs targeted at institutional and retail investors.

Investment Advisers:

A structured investment evaluation framework and a strong research discipline coupled with extensive industry experience, go a long way in securing investment success.

We assist professional investors and advisers, in designing investment portfolios for high-net-worth clients and are available to contribute as members of independent investment committees, providing strong oversight in the portfolio construction process.

We are prepared to challenge consensus and regularly do so. To ensure we have a clear understanding of companies for inclusion in our portfolio, we undertake regular company visits and participate in company conference calls, company presentations and analyst briefings.

Investment Portfolio Construction Support

Following a detailed review of the investment objectives and risk tolerance of the required portfolio, we will prepare an investment mandate for your approval. The investment strategy, risk analysis and sector themes are derived from our research process and individual portfolios are constructed from securities selected from our proprietary research, with portfolios under constant management and review.

Investment Portfolio Management Support

By assisting in the investment evaluation process or by sitting as independent members of investment committees.

Independent Investment Portfolio Reviews

Offer independent investment oversight by conducting investment portfolio reviews – with a comprehensive report providing analysis and results on the totality of the portfolio, including recommendations for replacement of assets.

Investment Policy Advice

Directed to internal/external investment committees, executive management, and boards, concentrating on strategic investment advisory matters.

Testimonials

I have known Peter for over 25 years in a professional capacity and during this time, I have seen his exemplary skills as a highly rated equities research analyst, a team leader of a bespoke equities research house and providing specialist business consultancy roles. As a business professional Peter has all the skills required for any work related to financial markets from detailed analytic work to knowing what factors drive industries and markets. Peter’s comprehensive knowledge of markets and industries combined with strong entrepreneurial acumen places him in an ideal position for any major investment role.

Mark Ferguson

Head of Australian Listed Real Estate, Senior Portfolio Manager Global Listed Real Estate, AMP Capital, Sydney

Aspley Jandera Wealth Advisers engaged Peter Leodaritsis to provide insight into the portfolio development and management of our most valued clients. Each of these has been most grateful for the introduction citing Peter's professionalism, knowledge and extensive investment experience. Based on the feedback from clients we have moved to provide Peter with greater influence over our portfolio construction and management process. Clients have appreciated Peter's accessibility, patience and generosity with his time.

Martin Jandera

Principal, Aspley Jandera Wealth Adviser, Sydney

Mr Leodaritsis is a reputable and credible analyst in the banking and finance sector with a strong following from fund managers and bank executives.

Barry Nazer

General Manager Finance & Planning, BankWest, Perth

Having been a long-term client of Peter, his flexibility in delivering new products is a real benefit to us. Over many years we have turned to Peter for his equity research, and insights into unlisted property, and structured products and deep understanding of managed investment schemes. Every time, his fundamental skills as an analyst provide us with exceptional insight.

Will Canty

Managing Director, Boardroom Media, Sydney

I worked with Peter at BZW, where he was a top ranked bank analyst. He went on to found and then run Aegis, the leading independent research business in the Australian market, for 10 years before selling this business to a multinational. It’s been my pleasure to remain connected with this strategic thinker in Australian financial services and I look forward to seeing his next steps.

Jon Gidney

Citibank Vice Chairman of Banking, Capital Markets & Advisory, Sydney

I have worked with Peter for over a decade and his insights and quality of research are outstanding. His independence is one of the things we value most, and his commercial acumen from founding a successful business of his own adds further depth to his understanding.

Arthur Naoumidis

Elevate Investment Managers, Melbourne

Peter and I have worked extensively for a number of years. He stands out in the industry as being absolutely attuned to client needs and flexible in delivering a highly commercial product.

Frank Palermo

Principal, FP Advisory - Melbourne

Mr Leodaritsis is a reputable and credible analyst in the banking and finance sector with a strong following from fund managers and bank executives.

Bruce Wilson

General Manager Finance, Bank of Queensland Limited, Brisbane

Peter's experience through numerous business cycles gives him great perspective. He is exceptionally well connected and has an outstanding client base both in Australia and internationally that gives him an understanding of multiple industries.

Nicholas Vanezis

Executive Director, Saaj Invest, London, United Kingdom

Peter is highly attuned to client needs and can deliver product that is commercial, independent and insightful. The quality of his research is second to none in the market and his ability to tailor his work to meet the needs of the advisor base has been invaluable to us.

David Horsfield

Managing Director, Stockbrokers Association of Australia, Sydney

We have found Peter’s analysis of bank loan portfolios, based on the Dunn & Bradstreet Data collaboration to be of high quality, very informative and useful.

Robert Nimmo

Group Executive & Chief Credit Officer, Westpac Banking Corporation, Sydney

We went to Peter Leodaritsis because our due diligence revealed that he was a highly regarded equities analyst, who still held currency with adviser and institutional markets, and I would not hesitate in recommending him.

Mark Bouris

Executive Chairman, Yellow Brick Road, Sydney

We have repeatedly turned to Peter over the years and his advice has been proven through consistent success over a long period of time. He is a safe pair of hands and invaluable for his deep insights across many sectors.

Raf Uy

Head of Mergers & Acquisitions, Australasia, Zurich, Hong Kong

contact us

Phone Number

+61 2 9233 5444

Email Address

info@leodaritsis.com

Address

Level 10, 70 Phillip Street, Sydney NSW 2000

Leodaritsis Advisory