Profile
Mr. Peter Warnes is a Head of Equity Research at Morningstar Australasia Pty Ltd.
He is an experienced leader in equity research group and regularly contributes thought-provoking research in several client channels, meets with investors to share views and represents Morningstar equity research in the media.
He is also a member of Morningstar's Investment Committee in Australasia.
His investment career started in 1968 in the Investment Research Department of the Bank of New South Wales (now Westpac).
He continued in industrial research and institutional stockbroking, working for Hattersley Maxwell and Bain & Company over a period of 15 years.
He holds a Bachelor's degree in Commerce (Accounting) from the University of New South Wales.
Former positions of Peter Warnes
Companies | Position | End |
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Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Director of Research - Equity | 01/03/2024 |
Huntley Investment Co. Ltd.
Huntley Investment Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous Huntley Investment Co. Ltd. (SY: HIC) is a public investment company, ASX-listed since 1994. The firm's head office is in Neutral Bay, Australia. HIC is an equity-based fund which invests exclusively in equities or equity derivatives and cash or cash equivalents. HIC primarily invests in ASX-listed equities and focuses on value stocks on a medium- to long-term basis. The firm's portfolio is balanced and diversified, with a preference for blue-chip and large-cap Australian firms and a small proportion of speculative and special situations. When selecting stocks, HIC places special emphasis on management, business model, free cash flow generation, dividend yields, and growth and income criteria. Risk management includes limitation of exposure. | Chief Investment Officer | 26/02/2006 |
Bain & Co. (Australia)
Bain & Co. (Australia) Miscellaneous Commercial ServicesCommercial Services Bain & Co. is a global business consulting firm. The firm advises clients on their most critical issues: customer marketing, NPS, strategy, organization, performance improvement, procurement, and mergers and acquisitions. The company was founded in 1989 and is headquartered in Sydney, Australia. | Corporate Officer/Principal | - |
WESTPAC BANKING CORPORATION | Corporate Officer/Principal | - |
Training of Peter Warnes
The University of New South Wales | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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WESTPAC BANKING CORPORATION | Finance |
Private companies | 3 |
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Huntley Investment Co. Ltd.
Huntley Investment Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous Huntley Investment Co. Ltd. (SY: HIC) is a public investment company, ASX-listed since 1994. The firm's head office is in Neutral Bay, Australia. HIC is an equity-based fund which invests exclusively in equities or equity derivatives and cash or cash equivalents. HIC primarily invests in ASX-listed equities and focuses on value stocks on a medium- to long-term basis. The firm's portfolio is balanced and diversified, with a preference for blue-chip and large-cap Australian firms and a small proportion of speculative and special situations. When selecting stocks, HIC places special emphasis on management, business model, free cash flow generation, dividend yields, and growth and income criteria. Risk management includes limitation of exposure. | Miscellaneous |
Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Finance |
Bain & Co. (Australia)
Bain & Co. (Australia) Miscellaneous Commercial ServicesCommercial Services Bain & Co. is a global business consulting firm. The firm advises clients on their most critical issues: customer marketing, NPS, strategy, organization, performance improvement, procurement, and mergers and acquisitions. The company was founded in 1989 and is headquartered in Sydney, Australia. | Commercial Services |
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