Investment Committee Appointment

We are pleased to confirm that Marcus Bogdan has joined Prime’s Investment Committee in the capacity of an Australian Equities specialist.

Marcus brings to Prime 25 years of experience and an enviable track record of performance managing Australian Equities in his capacity as Chief Investment Officer of Blackmore Capital, where he leads a team of 6 people.

Marcus will work closely with Prime’s Investment Committee and Advisory Team to construct and deliver best of breed portfolio outcomes across Australian Equities.

Please find following some additional information on Marcus;

Education

  • Graduate of the University of Melbourne holding undergraduate and post graduate qualifications from the Arts (History, Philosophy), Business & Economics (Economics & Finance) and Law faculties
  • Marcus has a Law Master’s Degree specialising in Competition and Corporate Law from the University of Melbourne
  • Graduate Diploma in Applied Finance and Investment

Experience

  • 25 Years in Equity Investment Management
  • Commenced investment career as a Graduate Research Analyst at McIntosh/Merrill Lynch in 1992
  • Research Analyst for 8 years covering Chemical, Logistics & Transport & Industrial sectors
  • Joined Credit Suisse in 2000 as Equity Advisor to Family Offices
  • Joined Citigroup in 2002 as Senior Vice President (Equity Investment)
  • Portfolio Manager at Herschel Asset Management in 2006 covering financial services, healthcare and industrial sectors
  • Portfolio Manager at Cooper Investors in 2007 as Portfolio Manager for the Australian Equities Fund with coverage of healthcare, industrial, REIT, and telecommunications sectors
  • Chief Investment Officer at Canaccord Genuity in 2013, where Marcus established two Australian Equity Funds
  • In 2017 established Blackmore Capital, Managing Partner and Chief Investment Officer

In the normal course of business, Marcus’s investment approach involves extensive travel undertaking company visits both domestically and internationally, including rigorous investment analysis of Australian companies operating in foreign jurisdictions.

Marcus believes analysis provides deep insights into the Australian company’s operations, competitive industry dynamics and understanding of regulatory environment. The analysis also provides insights into emerging global operating trends in different markets, such as financial services, logistics, technology and supermarket sectors.

Company and industry visitation programs have been a core element in Marcus investment process that provides insights to the opportunities and risks facing companies that are invested in. The company and industry visitation process provide an iterative process of knowledge gathering of companies and industries.

On behalf of the Prime Investment Committee and Research Team (listed below) I’d like to welcome Marcus and we look forward to his contribution.

  • Mark Johnson (Chair of Committee & Partner – Wealth Management)
  • Cameron Morcher (Partner – Wealth Management)
  • Guy Silbert (Investment Manager), and
  • Jordan Lisle (Dealer & Research Assistant)

If you have any questions on this announcement please do not hesitate to contact your Adviser, Angelina Rigoli (General Manager – Wealth Management) or simply give me a call on 0412 304 033.

Regards,
Simon Madder – Managing Director & CEO
Prime Financial Group Ltd

The information in this article contains general advice and is provided by Primestock Securities Ltd AFSL 239180. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs. You should obtain and read the Product Disclosure Statement (PDS) before making any decision to acquire any financial product referred to in this article. Please refer to the FSG (www.primefinancial.com.au/fsg) for contact information and information about remuneration and associations with product issuers. This information should not be relied upon as a substitute for professional advice, and we encourage you to seek specific advice from your professional adviser before making a decision on the matters discussed in this article. Information in this article is current at the date of this article, and we have no obligation to update or revise it as a result of any change in events, circumstances or conditions upon which it is based.

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