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Showing 1 - 10 of 14 results for "Montgomery Investment Management"

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... Demasi's Montaka Global Investments was established in 2015, with Roger Montgomery's Montgomery Investment Management as a minority shareholder and distribution partner. Montaka, which now has $400 million in total fund assets and three distribution ...

Montgomery launches two global strategies

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
Montgomery Investment Management is joining forces with a boutique fund manager to offer two global growth strategies to Australian investors. Montgomery will launch two of Polen Capital's growth strategies for local clients. Polen Capital Global ...

Funds management excellence to be recognised

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... UBS Global Asset Management International Equities - Alternative Strategies Antipodes Partners Montgomery Investment Management Platinum Asset Management International Equities - Global Macquarie Asset Management/Arrowstreet Capital Macquarie Asset Management/ ...

Montgomery to launch small company fund

HARRISON WORLEY  |  WEDNESDAY, 21 AUG 2019
Montgomery Investment Management will launch a small companies fund in a joint venture with fund managers Gary Rollo and Dominic Rose. The Montgomery Small Companies fund will launch on September 20 after Montgomery struck a joint venture deal that ...

Montgomery bolsters distribution

HARRISON WORLEY  |  TUESDAY, 18 JUN 2019
Montgomery Investment Management has boosted its distribution capabilities with a new hire. Montgomery appointed former Perpetual business development manager Michael Gollagher to support the growth of its adviser and dealer group relationships in Queensland. ...

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 ...
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