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Showing 1 - 10 of 12 results for %22Montgomery Global Equities Fund%22

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
The team at Australian Eagle Asset Management will join Montgomery Investment Management as part of a new partnership next month. The six-person team, led by chief investment officer Sean Sequeira and senior portfolio manager Alan Kwan, will join under ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... Andrew Macken and Chris 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 ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... Merlon WS Australian Share Income, Milton Corporation MLT, Mirrabooka MIR, Spheria Australian Smaller Companies, The Montgomery Fund, Tribeca Alpha Plus.

Best, worst equities performers in COVID-19 sell-off revealed

ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
... Morningstar said. "Performance among small-cap strategies is mostly by stock selection, although it is noteworthy The Montgomery Fund has also benefited from its long-held high-cash weighting." Morningstar named the best performing global funds during ...

Funds management excellence to be recognised

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

Perpetual wins RE mandate

KARREN VERGARA  |  THURSDAY, 9 AUG 2018
... listed deal Perpetual has made this year, following recent deals with Metrics Credit Partners and Montgomery Global Equities Fund (ASX:MOGL)," she said. GoFARM Asset Management chair Liza Whitmore said: "This well-diversified portfolio will offer investors ...

Montgomery Global IM opens New York office, hires analyst

KANIKA SOOD  |  THURSDAY, 5 JUL 2018
Montgomery Global Investment Management has opened an office in New York, with a view to being closer to the "research hub" and potentially raising capital from North American investors. It has $500 million in funds under management and is a subsidiary ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... roles for PCT was the responsible entity mandate for Montgomery Global Investment Management's Montgomery Global Equities Fund, announced in December after the fund raised over $54 million in its initial public offering. At the time, PCT general manager ...

Perpetual wins new active ETF mandate

ALEX BURKE  |  WEDNESDAY, 20 DEC 2017
... entity for a new exchange-traded managed fund. Montgomery Global Investment Management launched the Montgomery Global Equities Fund (MOGL) on the ASX after raising over $54 million, largely from retail investors. It invests in a portfolio of global companies ...

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 ...
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