Put simply, Peak is about making smart investments to produce superior returns. You will only receive deals that we personally invest in ourselves.

COMPANY OVERVIEW

Peak Asset Management is a boutique investment management firm, headquartered in Melbourne, Australia. We provide private and institutional investors with access to Australia’s most attractive corporate opportunities. Each opportunity must pass our strict investment process.

We only recommend opportunities that our investment team personally invests in. We select corporates to work with that meet our strict investment criteria. As a corporate, you experience a smooth capital raising process, transition to ASX listing, corporate advisory, investor relations and research.

OUR TEAM

NIV DAGAN
EXECUTIVE DIRECTOR

Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investment’s capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore hedge funds.

At his time at Macquarie, Niv also worked closely with the non-for-profit sector and was jointly responsible for managing funds for a number of charities and high profile government enterprises.

Niv takes an active approach in managing client funds and is a firm believer that adequate risk management is paramount in any good investment decision.

Niv’s work is largely focused on portfolio management, asset allocation, fixed income, managed funds, structured products and developing tailored strategies for the SMSF sector.

RICHARD ROUSE
HEAD OF BUSINESS DEVELOPMENT

Richard’s career in financial markets started at Bell Potter Securities in equities research before moving onto the institutional desk. Since leaving Bell Potter, Richard co-founded a technology company while maintaining an active interest in financial markets and sales.

The experience of building a technology company from the ground up has helped shaped Richard’s views on leveraging technology and data to execute on cutting-edge approaches of growing a business.

Richard is an analytical, performance driven strategic and innovative thinker with the ultimate desire to improve the profitability of a business by first delivering value to the client.

FAISAL MAHBOOB
ANALYST

Faisal boasts a strong academic background, taking a keen interest in everything from Technical Analysis to Modern Portfolio Theory and anything in between.

Faisal was the leader of the winning team at the CFA Challenge at The University of Melbourne where he excelled in fundamental analysis and financial modelling. This skill set is complemented with strong quantitative skills, highlighted by his deep understanding of how markets work through researching a novel anomaly called time-series momentum.

At Peak Asset Management, Faisal has taken ownership of generating new trading ideas, order execution and ad hoc client queries aimed at helping clients’  achieve superior risk-adjusted returns.

He holds a Bachelor of Commerce, an Honours in Economics and Econometrics and a Masters of Professional Accounting.