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Introducing Joseph Kim


Introducing Joseph Kim

It is with great pleasure that we introduce you to the latest and exceptionally talented addition to the domestic research team at Montgomery Investment Management.

Joseph Kim joins Montgomery after serving a combined twelve years’ as an analyst and senior investment analyst and Colonial First State Global Asset Management, Ellerston Capital, JP Morgan and at Pitt Capital Partners.

After earning an ATAR of 99.95 from James Ruse, Joe studied a Bachelor of Applied Finance and Bachelor of Actuarial Studies at Macquarie University in Sydney where he joined the Actuarial Merit List for several subjects.

We are delighted Joe will be adding his considerable experience in, and knowledge of, utilities and infrastructure, as well as resources and energy, to the established Montgomery investment process.

We are pleased to welcome Joe to the team and look forward to introducing him to you through the blog, and more importantly, through the application of our long-term investment philosophy.

With offices in Sydney and New York, our domestic and global teams now work around the clock to generate returns for our clients in funds that have thus far offered attractive risk-adjusted returns.

If you would like to find out more about Joseph, please view his profile video here.


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


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  1. Joe, welcome to this growing family of experts who protect our investments, some of us are old and we need young experts like you to handle our savings so we can live a better life in our remaining years.

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