Welcome Aboard!
Montgomery Investment Management is delighted to inform you that Montgomery Global Investment Management has expanded its team with the addition of Mr Paul Mason and Mr George Hadjia.
Paul Mason has been appointed Chief Operating Officer of Montgomery Global, after consulting to the Company, where he was instrumental in establishing the Montaka Global Fund and the Montaka business.
Paul has more than two decades of experience in the investment banking industry, gaining experience as a Chief Operating Officer in equity capital markets, new business development, equity trading and prime securities.
He was Chief Operating Officer for AMBATA Capital Partners based in New York; Chief Operating Officer for Credit Suisse Standard Securities based in Johannesburg; and Chief Operating Officer for Credit Suisse European Prime Services based in London.
We are delighted Paul has chosen to join Montgomery and he will be instrumental in maintaining and enhancing the services levels Montgomery and Montaka deliver to our investors.
George Hadjia will commence his role as analyst at Montgomery Global in September 2015 after spending nearly two years as an analyst, with a focus on US listed companies, at Private Portfolio Managers in Sydney.
George has a Bachelor of Commerce with Distinction and a Bachelor of Laws from The University of Sydney.
You will have an opportunity to meet George, here through the blog and at various forthcoming Montgomery events.
On behalf of the Montgomery Team and the broader Montgomery family of investors, advisers, planners, researchers, readers, viewers and listeners, I warmly welcome Paul and George to Montgomery.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. 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.
Lester Green
:
Hi Roger,
I am currently a member….an inaugural member I guess. I am a retired engineer who has a lot of passion for the renewable energy industry and have been watching the development of TESLA for some time. I was just wondering if any of your team have taken notice of TESLA and if so what their thoughts were in regard to purchasing shares.
Roger Montgomery
:
Hi Lester, Great potential but not making sufficient money at the moment
Lester Green
:
Good to see the team building. I am doing a lot of research on the global market and would be keen to hear about the team’s thoughts on TESLA. In my opinion definitely the next AAPL, etc but is now the right time to buy?
Roger Montgomery
:
Hi Lester,
have you considered investing in The Global Fund? We buy high quality, profitable global businesses, with bright prospects when available at a discount to our estimate of their value.