Andrew Macken

Andrew is responsible for managing the Montgomery Global Fund, ASX-listed Montgomery Global Equities Fund (ASX:MOGL) and global equity long/short strategy, Montaka Global Fund. Andrew oversees $500m in FUM.

Expertise

Andrew Mitchell

Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management.

Expertise

Andrew Tang

Andrew is a member of the Morgans Investment Committee, and is responsible for equity strategy bulletins, high conviction stocks, model portfolios and other products focusing on key areas such as reporting season, factor analysis and short interest.

Expertise

Michael Wayne

Michael is Managing Director of Medallion Financial Group with a number of years’ experience in financial markets, specialising in financial strategies and investment management.

Expertise

Nicholas Leitl

Nick is Senior Portfolio Manager for K2 on stock selection within both the Australian ARF and Asian ARF. He previously held roles within Macquarie Bank, BT Alex Brown and JM Financial Group. Nick holds a Bachelor of Economics and Finance from RMIT.

Expertise

Platypus Asset Management

Platypus is a boutique fund manager that specialises in Australian equities. Platypus have a long history of outperforming the Australian market. We are a true to label growth manager with an uncompromising focus on quality.

Expertise

PM Capital

We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.

Expertise

Roger Montgomery

Roger Montgomery founded Montgomery Investment Management, www.montinvest.com in 2010. Roger brings more than two decades of investment, financial market experience and knowledge. Roger also authored the best-selling investment book, Value.able.

Expertise

Stuart Jackson

Stuart is the Portfolio Manager of The Montgomery [Private] Fund – a concentrated, All-cap Australian equity fund that aims to achieve absolute returns from a portfolio of long only Australian shares and cash. Capital preservation is paramount.

Expertise

Tim Kelley

Tim is the Portfolio Manager of The Montgomery Fund – a concentrated, All-cap Australian equity fund that aims to generate capital growth and income. Montgomery focuses on owning high quality businesses and generating superior returns.

Expertise

Tim Samway

Tim is MD of Global and Australian equities manager, Hyperion Asset Management. Hyperion has won 2 overall Fund Manager of the Year awards in recent years and delivered outstanding returns over 22 years by focusing on long-term quality businesses.

Expertise

Weimin Xie

Weimin has more than 10 years direct experience in the Australian small to mid-cap equity market honed over 3 years with Ophir Asset Management as a portfolio manager, and 7 years with Kosmos Asset Management as an analyst.

Expertise