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.


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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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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Director, Senior Analyst and Head of Quantitative Research
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Joint Portfolio Manager
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David Buckland
Chief Executive Officer
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Toby Roberts
Account Manager – Private Clients
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