WELCOME

MONTGOMERY WELCOMES
RESPECTED FUND MANAGERS
GARY ROLLO AND DOMINIC ROSE
TO THE TEAM

Home » About Us » Our Team
joseph kim large

Joseph Kim

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.

 
Tim Kelley
Director, Senior Analyst and Head of Quantitative Research
View Profile
Roger Montgomery
Chairman and Chief Investment Officer
View Profile
David Buckland
Chief Executive Officer
View Profile
Dominic Rose
Portfolio Manager
View Profile
Michael Gollagher
National Account Manager
View Profile
Toby Roberts
Account Manager – Private Clients
View Profile
Scott Phillips
Head of Distribution
View Profile
Andreas Lundberg
Joint Portfolio Manager
View Profile
David Denby
National Account Manager
View Profile
Dean Curnow
National Account Manager
View Profile
Stuart Jackson
Senior Analyst
View Profile
Craig Morton
Finance Director
View Profile
Joseph Kim
Portfolio Manager and Head of Fundamental Research
View Profile
David Trofa
Head of Operations
View Profile
Daniel Wu
Research Analyst
View Profile
Gary Rollo
Portfolio Manager
View Profile
Matthew Briggs
Global Institutional Distribution
View Profile
Amit Nath
Senior Analyst
View Profile
Lachlan MacKay
Research Analyst
View Profile
Jodene Jackson
Head of Communications
View Profile
Christopher Demasi
Portfolio Manager
View Profile
Paul Mason
Chief Operating Officer
View Profile
Sandra Pobucky
Communications Coordinator
View Profile
Andrew Macken
Portfolio Manager
View Profile
George Hadjia
Research Analyst
View Profile

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

02 8046 5000
David Buckland
Chief Executive Officer
david buckland
Toby Roberts
Account Manager – Private Clients
Toby Roberts Thumbnail

Our Funds

The Montgomery Fund

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

Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montaka Global Access Fund

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

Montgomery Global Equities Fund (ASX:MOGL)

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

Montgomery Small Companies Fund

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

STAY INFORMED WITH OUR LATEST INSIGHTS

Want to know where the market is going or where to invest next? Gain timely and unique insights from our team of experts, delivered in clear and concise language for independent investors like you.

Latest Insights
Close

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.
Learn More
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).
Learn More
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.
Learn More
New Fund

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.
Learn More
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.
Learn More

Alternate Equity Strategies

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.
Learn More
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.
Learn More
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