Dean Curnow joined Montgomery Investment Management in June 2016. Dean joined the firm from Colonial First State, where he was a Consultant for Retail Sales for 2 years. Prior to this, Dean was also a Relationship Manager with the Commonwealth Bank of Australia, where he spent 5 years working in Retail Banking.
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On Monday, the S&P/ASX 200 Index reached a new all-time high, crossing the illustrious 8,000-point mark. For anyone closely tracking Australian equity markets over the last year, particularly those for large caps (notably the ASX 100 and ASX 200 indices), this may not come at a surprise. In fact, the S&P/ASX 300 Accumulation Index, which is most commonly used as a proxy for the broader Australian equity market, boasted a 12 per cent return for fiscal year 2024. Continue…
Whilst Polen Capital, our investment partner in global equities, has been operating since 1979, manages 15 underlying investment strategies, has U.S.$65 billion in funds under management, and over 250 staff world-wide, it is fair to say it is not yet a household name in Australia. Continue…
2023 marked a year of both challenges and opportunities for the Australian private credit market. On the one hand, the tighter credit conditions in the first half of the year saw decreased activity in mergers and acquisitions (M&A), project finance and real estate development financing. On the other, the latter part of the year boasted a more stable interest rate and inflation outlook, as well as improved credit margins, supporting more resilient private credit portfolios.
Private credit, in your author’s opinion, will feature in the top ten most used investment phrases for 2023. My BBQ conversations on weekends this year have gone from penny stock recommendations to weird and wonderful ways to get exposure to private markets, notably through credit. Continue…
You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. Continue…
We are pleased to announce that the Polen Capital Global Small and Mid Cap Fund has been recently added to both the Netwealth Super/Pension and Investments (IDPS) menus. This is the second of Polen Capital’s global strategies that has been made available to investors via Netwealth, the first being the Polen Capital Global Growth Fund (B Class Units). Continue…
We are pleased to announce that Lonsec, in their second year of coverage, has upgraded the Polen Capital Global Growth Fund (Class B Units[1]) to ‘Recommended’. This is the second highest rating available for strategies they research. Continue…
At the end of 2021, Ernst and Young in an annual paper exploring the private debt market in Australia estimated its size to be AU$133 billion and growing 21 per cent year on year.[1] Whilst at a record size for Australia, it remains vastly immature when compared globally where the private debt market is estimated to be as large as US$1.2 trillion which has grown by 13.5 per cent annually over the last decade.[2] Continue…
When I last updated our readership on the financial planning landscape in Australia, the number of registered advisers at the end of 2021 was down 11 per cent for the calendar year and total adviser numbers were just under 19,000 at the time. Fast forward to 30 September 2022, and the rolling 12 month fall in adviser numbers has increased to 14 per cent with total adviser numbers now around 16,500 as captured in the graph below. Continue…
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. Continue…
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