Joseph Kim

Portfolio Manager and Head of Fundamental Research

My passion for funds management comes from the intellectual stimulation of deeply understanding how a business generates profits and using that knowledge to generate future returns for investors.

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ABOUT Joseph

Portfolio Manager and Head of Fundamental Research

Bachelor of Applied Finance and Bachelor of Actuarial Studies

Joseph joined Montgomery as a Senior Analyst in June 2018 and in 2020 was promoted to the Portfolio Manager of The Montgomery Fund and Head of Fundamental Research.

Joseph has over fourteen years’ experience in equities research, funds management and M&A. Before joining Montgomery, he was a Senior Analyst at Colonial First State Global Asset Management responsible for coverage of resources, energy, infrastructure and industrials sectors. Joseph’s prior experience includes roles in equities research at JP Morgan and at Ellerston Capital.

Joseph holds a Bachelor of Applied Finance with a degree of Bachelor of Actuarial Studies from Macquarie University.

Recent Articles by Joseph

Redbubble – A COVID-19 winner with global ambitions

REA Group shows its resilience in tough times

Three reasons we continue to like Woolworths

Avita Medical – a small cap with big potential

After raising capital, is Flight Centre now a good investment?

Why Flight Centre needed to raise capital – and fast

Four criteria we are considering before buying shares in this market

What should we expect from BHP and RIO in 2020?

2019 – the year in review

Avita tech revolutionising care for burn patients, says CEO

Roger Montgomery

Chairman and Chief Investment Officer

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Chief Executive Officer

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Head of Distribution

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Portfolio Manager and Head of Fundamental Research

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Portfolio Manager

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Portfolio Manager

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Head of Communications

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National Account Manager

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Michael Gollagher

National Account Manager

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National Account Manager

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Head of Operations

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Communications Coordinator

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Account Manager – Private Clients

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Portfolio Manager

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Research Analyst

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Senior Analyst

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Director, Senior Analyst and Head of Quantitative Research

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Andreas Lundberg

Joint Portfolio Manager

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Christopher Demasi

Portfolio Manager

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Finance Director

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Global Institutional Distribution

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Chief Operating Officer

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Research Analyst

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Research Analyst

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Senior Analyst

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Have a question? Chat to one of our team members today.

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David Buckland

Chief Executive Officer

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Toby Roberts

Account Manager – Private Clients

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Our Funds

The Montgomery Fund

AUSTRALIA/NZ
Concentrated high conviction equities
From $25,000

Montgomery Global Fund

GLOBAL
Concentrated high conviction equities
From $25,000

Montaka Global Access Fund

GLOBAL
Access long/short global equity portfolio
From $50,000

Montgomery Global Equities Fund (ASX:MOGL)

GLOBAL
Concentrated high conviction equities
No minimum investment - see your broker limits

Montgomery Small Companies Fund

AUSTRALIA/NZ
Concentrated high conviction equities
From $25,000

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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global

Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.

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Unlisted From $25,000

Montgomery Global Fund

Global

Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).

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Unlisted from $25,000

The Montgomery Fund

Australia/NZ

Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.

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UNLISTED FROM $25,000

Montgomery Small Companies Fund

Australia/NZ

Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.

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Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ

Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

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Alternate Equity Strategies

New Fund

Montaka Global Extension Fund (ASX: MKAX)

GLOBAL

An ASX-quoted managed fund, typically, the Fund seeks to hold 15 to 30 long positions and partially offsets these with 10 to 40 short positions, operating with 130% exposure to its long portfolio and 30% exposure to its short portfolio, resulting in a net market exposure of around 100%. Features a target distribution yield of 5% per annum.

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Unlisted from $50,000

Montaka Global Access Fund

Global

Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.

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Unlisted from $1million

Montaka Global 130/30 Fund

Global

Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.

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Unlisted From $1 Million

Montaka Global Fund

Global

Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.

Learn More