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Showing 11 - 19 of 19 results for "Montgomery Investment Management"

Montgomery Global IM opens New York office, hires analyst

KANIKA SOOD  |  THURSDAY, 5 JUL 2018
... investors. It has $500 million in funds under management and is a subsidiary of the eight-year-old Montgomery Investment Management, which has just crossed $1.5 billion in FUM. The global subsidiary opened the New York office in May. "One reason is to ...

2018 FICAP 'Who Wants to be a Rockstar' raises over $300k

MICHELLE BALTAZAR  |  FRIDAY, 23 MAR 2018
Research analyst by day, Rockstar by night. George Hadja from Montgomery Investment Management took home the coveted 2018 Rockstar of the Year Award at an industry fundraiser organised by the Finance Industry Community Aid Program (FICAP) in Sydney ...

Property not the answer for passive

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
... property and low-growth large-caps. That is the central point of a new white paper published by Montgomery Investment Management warning investors in property and stocks of the looming threat of inferior returns. Instead, the investment firm suggests ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
Montgomery Investment Management's global range of funds is now 'Recommended' by Zenith. The Montgomery Global Fund and the Montaka Global Access Fund received the rating following Zenith's 2016 International Shares Review. Zenith noted in its rating ...

Retirees can't rely on "mediocre" large-caps: Montgomery

ALEX BURKE  |  TUESDAY, 21 JUN 2016
... provide mediocre long-term returns given the constraints these companies are under, according to Montgomery Investment Management chair Roger Montgomery. In his new "Earning or Yearning?" whitepaper, Montgomery noted that while the S&P/ASX 100 accounts ...

Latest Power50 list unveiled

MARK SMITH  |  WEDNESDAY, 9 DEC 2015
... rating of 45 and above. Making the list this year were well-known industry commentators such as Montgomery Investment Management chief investment officer Roger Montgomery, AMP Capital chief economist Shane Oliver and La Trobe Financial chief executive ...

Montgomery nabs BlackRock exec as head of Distribution

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
Montgomery Investment Management has appointed former BlackRock managing director and head of Retail as head of Distribution. Scott Phillips will head the distribution of the manager's retail fund, The Montgomery Fund. Phillips has twelve years' experience ...

ANZ to chase more China assets

MARK SMITH  |  FRIDAY, 26 OCT 2012
... acquisitions in Asia over the coming years." Roger Montgomery, portfolio manager and founder of Montgomery Investment Management, says that ANZ could well be targeting opportunities from the unsustainable position of the Chinese shadow banking sector. ...

Finsia award nominees announced

ELISE BURGESS  |  THURSDAY, 6 OCT 2011
... University, Richard Keary, FRM Australia, David Liddy, ex Bank of Queensland, Roger Montgomery, Montgomery Investment Management, Claire Payne, St. James Ethics Centre, Janine Starks, Liontamer Investments and Trevor Sykes, ex Australian Financial Review ...
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