Adrian Warner

Adrian is the Managing Director and Chief Investment Officer of Avenir Capital and is responsible for the portfolio management of the Avenir Global Fund. He holds a Master of Business Administration (MBA) from Harvard Business School.

Expertise

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

Clime Asset Management

The Clime Group is an independent, highly-esteemed, Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

Expertise

Daniel Mueller

Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching...

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Hugh Dive

Hugh is the Chief Investment Officer at Atlas Funds Management, a boutique fund manager focusing on capital protection and consistent income . Atlas have two funds; the Atlas High Income Property Fund ASX:AFM01 & the Maxim Atlas Core Equity Portfolio

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John Murray

John Murray established Perennial Value in January 2000 and has 30 years industry experience. He is one of Australia’s most respected value investors and has built a stable team of investment professionals delivering consistently strong returns.

Expertise

Michael Goldberg

Michael has managed portfolios and advised for some of Australia’s largest family offices and wealthy individuals for over 10 years. Michael is the MD and one of the founding partners of the Collins St Value Fund.

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.

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Nigel Littlewood & Jackson Lee

Nigel has been an investor, advisor, newsletter publisher and fund manager in the Australian Stockmarket since 1986

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Peter Wilmshurst

Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...

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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.

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Tim Carleton

Auscap manages the Auscap Long Short Australian Equities Fund which targets solid absolute risk-adjusted returns, looking to invest in companies that generate strong cash flows and are trading at attractive prices.

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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.

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