News

Kardinia expands team with new appointment

16 January 2014

Kardinia Capital (Kardinia) has appointed Peter Lucas to the role of Investment Analyst, expanding its investment team – headed up by Portfolio Managers Mark Burgess and Kristiaan Rehder – to three. Peter joined the team on 6 January.

Previously, Peter was Executive Director – Head of Melbourne Institutional Sales with Nomura Australia, where he played a key role in establishing their Australian equities business. He also worked for boutique fund manager AR Capital Management as a portfolio manager for their absolute return hedge fund. Peter’s professional history also encompasses a variety of analyst roles in Australia and London with HSBC, Credit Lyonnais Securities, Hill Samuel Merchant Bank and Barclays Bank.

Mark and Kristiaan said they were delighted with the addition of Peter to the team. “Peter brings with him a wealth of investment markets experience, which will further strengthen the team’s analytical capabilities,” said Mark.

Kardinia was established by Mark Burgess and Kristiaan Rehder, in partnership with Bennelong Funds Management, in August 2011. The team manages the Bennelong Kardinia Absolute Return Fund, a long/short Australian equity product with the long-term objective of achieving double-digit annual rates of return without compromising on capital protection.