Stuart Jackson

Senior Analyst

I am the Portfolio Manager for The Montgomery [Private] Fund, focused on delivering absolute returns from a portfolio of high-quality Australian and New Zealand businesses.

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ABOUT Stuart

Senior Analyst

Bachelor of Economics (Honours)

Stuart Jackson joined Montgomery as a Senior Analyst in June 2015.

Stuart previously spent 19 years in research roles with JP Morgan in Australia and in New York. Stuart was appointed Executive Director at JP Morgan in 2005 and for the past 8 years was Deputy Head of Research. Prior to this he worked as an analyst in the Australian Equities team at Bankers Trust Asset Management for 3 years.

Stuart is a CFA® charterholder and holds a Bachelor of Economics (Honours) majoring in economics and econometrics from the University of Melbourne.

Recent Articles by Stuart

Why we continue to like Reece Limited

CBA pays a dividend, but is there trouble down the pike?

Bank dividend cuts to deliver blow to retirees and investors

Why investors have lost their taste for Treasury Wine Estates

New data confirms the meteoric rise of online shopping

New data confirms the meteoric rise of online shopping

Our take on Aristocrat Leisure’s recent results

Why the big banks are underperforming the market

Bank investors – your dividends could soon be put on ice

Why revenue growth should accelerate for Australian Finance Group

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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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