• Buy two copies of Value.able for the price of one this Christmas, and give the gift of learning how to value the best stocks and buy them for less than they’re worth. Discount code: XMASGIFT

Montgomery Investment Management’s product suite

 

Montgomery Investment Management’s product suite

In this week’s video insight David provides an update on Montgomery’s product suite which comprises of four divisions including Australian Eagle Asset Management, Montgomery Lucent, Polen Capital and Aura Group.

Transcript

David Buckland

Welcome to this week’s video insight. I thought I would take this opportunity to update you on the Montgomery Investment Management product suite.

As seen from the slide, we effectively have four divisions:

On the left is Domestic Large Cap Equities run by the team at Australian Eagle Asset Management.  Sean Sequeira, who is the Chief Investment Officer, has been with Australian Eagle for 17 years, and he’s joined by Alan Kwan, Mark Oliver and Daniel Chan. Australian Eagle have an enviable track record and their Long/Short Fund has added around 8 per cent per annum of out-performance, after expenses, against the ASX 100 Accumulation Index over its 74-month life.

This Domestic Large Cap Equities Division includes The Montgomery [Private] Fund, which is designed for wholesale investors and is nearly 12 years old, The Montgomery Fund, which has just had its tenth anniversary, the Australian Eagle Trust Long/Short Trust which is over six years old, and Australian Eagle’s “Long Only” strategy which has been running since February 2005.

The division second from the left comprises the Montgomery Small Companies Fund, which was launched over three years ago and focuses on smaller listed Australian and New Zealand equities. Run by the team from Montgomery Lucent – Portfolio Managers Gary Rollo and Dominic Rose ­– the Montgomery Small Companies Fund have beaten the ASX Smaller Companies Accumulation Index by 4.8 per cent per annum, after expenses.

Global Equities is the third division, second from the right. Polen Capital run the Polen Capital Global Growth Fund out their head office in Boca Raton, and this is headed up by Damon Ficklin and Jeff Mueller. 

The second strategy is the Polen Capital Global Small and Mid Cap Fund, and that was launched in Australia nearly twelve months ago. Portfolio Manager Rob Forker, who is based in Polen Capital’s Boston office, is joined by eight investment professionals.

The third global equities strategy we plan on launching in 2023 is Polen Capital Global Emerging Markets, run by Damian Bird CFA out of Polen Capital’s London office. An expected transaction, to be announced shortly, will see the Polen Capital Global Emerging Markets strategy expanded to a team of around 10 with approximately US$2 billion of Funds Under Management.

The fourth division, on the right-hand side of the slide, is Domestic Credit. The Portfolio Manager for Aura Credit Holdings is Brett Craig, and he is assisted by James Chapman and Natalie Kolenda. The Aura High Yield SME Fund, designed for wholesale investors, has delivered a compound annual average return of 9.5 per cent, after expenses, since launch in August 2017. Monthly interest payments have varied between 0.93 per cent and 0.60 per cent over its 61-month life. The more conservative Aura Core Income Fund has been recently launched.

I hope these four divisions offers at least one strategy which works for you.

Visit our fund page to learn more about our funds

You should read the relevant Product Disclosure Statement (PDS) before deciding to acquire any investment products.

Past performance is not an indicator of future performance. Returns are not guaranteed and so the value of an investment may rise or fall.

The information provided does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided and consider seeking advice from a financial advisor if necessary.

INVEST WITH MONTGOMERY

Chief Executive Officer of Montgomery Investment Management, David has over 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

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

NOW FOR JUST $49.95

find out more

SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP


Post your comments