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Thorney Investment Group & Peter Landos

Thorney Investment Group, co-founded by Alex Waislitz, is an Australian investment firm known for its active and often contrarian approach to investing. While Alex Waislitz is typically the most visible figure associated with Thorney, Peter Landos has played a significant role in the firm’s investment strategies and operations.

Peter Landos serves as a portfolio manager at Thorney. He is recognized for his in-depth analysis and willingness to take positions that deviate from mainstream market sentiment. Landos’ investment philosophy aligns with Thorney’s overall approach of identifying undervalued assets, companies undergoing significant change, or situations where the market has mispriced risk. This often involves rigorous due diligence, engaging with company management, and potentially advocating for strategic shifts within the companies they invest in.

Landos’ involvement in Thorney’s investments extends across a diverse range of sectors. While specific details of his individual portfolio allocations are generally not publicly disclosed, Thorney’s overall investment activity provides insights into his area of focus. The group has historically been active in resources, technology, media, and property, among others. Thorney is known for its willingness to engage actively with the boards of the companies in which it invests, often pushing for reforms, cost-cutting measures, or strategic redirection to unlock shareholder value. Landos’ expertise contributes to these engagement strategies, helping to identify and advocate for changes that align with Thorney’s investment thesis.

The investment style employed by Landos and Thorney is not without its critics. Their aggressive approach and public pronouncements have sometimes drawn controversy, particularly when engaging with management teams. However, Thorney’s defenders argue that their active involvement is necessary to hold companies accountable and to maximize returns for their investors.

Furthermore, Thorney, under the leadership of figures like Landos, also engages in philanthropic activities. The group is involved in supporting various charitable causes through the Waislitz Foundation, demonstrating a commitment to social responsibility alongside their investment objectives. While the public spotlight frequently focuses on Waislitz, Peter Landos remains a key driver behind Thorney Investment Group’s investment process, contributing his analytical skills and strategic thinking to the firm’s overall performance. His role is crucial in identifying and executing the firm’s distinctive investment strategy.