Peter Lunzer is the Chief Executive and Chief Investment Officer (CIO) of Lunzer Wine Investments, which he launched in November 2008 following six years as co-founder and CIO of the Wine Investment Fund.
Peter brings nearly 30 years of diverse experience to his new role, having spent the majority of his working life in the wine trade. Throughout the last 20 years, Peter has specialised in buying fine wines on behalf of investors, with his first formal five-year track record achieved whilst acting as CIO for The Wine Investment Fund between 2003 and 2008. During this period Peter delivered returns of 108% net of all fees, establishing him as an exemplary stock picker, now one of the best-known in the industry.
Credited with formulating the Price Step Theory™, a wine investment strategy for the Wine Investment Fund, Peter has since further evolved his strategic thinking and insight into the Wine Price Ratio™, which forms the basis of the investment policies of Lunzer Wine Investments. This investment philosophy revolves around Peter’s understanding of the rate at which wines change in price during the course of their lives, and utilising transparent pricing data to buy the right stock at the right time to maximise investment returns.
Peter combines an intellectual and deeply-informed commercial approach to investing with a unique ability to communicate and share his views. This applies equally to the investment opportunities offered by investment-grade Bordeaux and his personal passion for his chosen subject.