MONTGOMERY INVESTMENT MANAGEMENT - Key Persons
One of the best pieces of advice I received in my career was from long time financial markets commentator, Don Stammer, to teach your children about the magic of compounding interest. If you can hold on to good returning investments for a long time, you will be surprised at how your investments will grow.
Alan Kwan joined Australian Eagle Asset Management in 2011 and is the principal analyst for many of Australian Eagle's portfolio stocks and the coverage universe, particularly medium-capitalisation companies. He is a key member of the portfolio management team and implementation process.
His prior experience includes 3.5 years as the Director Investment Management at WorkCover NSW, and investment roles with Aon Consulting and Legal & General. Alan spent nearly five years in Europe investing in global equity markets with Allianz Asset Management.
Alan is an Actuary, CFA® charterholder and holds a Bachelor of Commerce majoring in Actuarial studies from the University of Melbourne.
I saw a lot of opportunity in the debt market for Australian investors. With businesses requiring capital this is a good match for investors seeking yield. The best investment advice I have been given is do not lose your clients money.
Job Titles:
- Analyst
- Director of Research
- Portfolio Manager
Bryan joined Polen Capital in 2016. He is co-portfolio manager of the firm's Global Growth strategy. Prior to joining the firm, Bryan spent two years as an Associate in equity research and institutional equity sales at Oppenheimer & Co. Prior to that, he spent almost three years working in various equity-related analytical roles at Bloomberg LP.
Job Titles:
- Head of Team, Portfolio Manager & Analyst
- Head of the Large Company
While I think the market does generally gets it right over time, I believe there will continue to be opportunities in active management. At Polen Capital we look to concentrate our investments in the highest quality and most competitively advantaged businesses for the long term.
Damon Ficklin is the Head of the Large Company Growth Team and the lead portfolio manager of the firm's Global Growth strategy. Damon joined Polen Capital in 2003.
Prior to joining Polen Capital, Damon spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Damon graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honours from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
Job Titles:
- Investment Analyst
- Australian Eagle Asset Management in 2014 As an Investment Analyst
A good investor is a humble investor. Class is always in session when the market is operating and the best investors are always receptive to the lessons the market deals us. A good investor is also a stubborn investor. There may be times when you need to stick to your guns and trust your analysis.
Daniel Chan joined Australian Eagle Asset Management in 2014 as an Investment Analyst, and beyond the usual realms of financial modelling, Daniel is also responsible for writing research papers for portfolio stocks as well as stocks within the ASX 100. He is also responsible for the implementation of the Australian Eagle investment philosophy across the portfolio and bringing to the team's attention any company inflection points that may assist with the purchase or sale of these stocks.
Daniel has a Bachelor of Business and Bachelor of Arts in International Studies from the University of Technology in Sydney, is a CPA and CFA Charterholder and has previous business experience in audit and assurance for Moore Stephens in Hong Kong.
Now in my ninth year leading Montgomery, it's been an exciting growth story attracting really good people to the team. My Dad was an Investment Advisor so discussions at home, particularly during my school years, centred around the share-market. Its ingrained.
It is great being part of tight-knit team all focused on the shared goal of delivering for our clients. I work with advisers and investors who entrust us with the privilege of managing part of their wealth.
As Head of Operations my key focus is on managing Montgomery's outsourcing arrangements, best execution, cashflow management, market intelligence and brokerage management.
I enjoy working with advisers and wholesale investors to build wealth using a highly refined, consistent and repeatable investment framework across Australian and global equities.
Being a Fund Manager is a truly rewarding profession; the learning curve is perpetually steep and every day presents a new opportunity to uncover hidden gems and to build wealth for your clients.
Dominic joined Montgomery in August 2019 after spending thirteen years specialising in smaller companies in portfolio management and equities research. Most recently, Dominic was a Portfolio Manager and Senior Research Analyst at MHOR Asset Management in Sydney for three years. Prior to this, he ran Deutsche Bank's Small Caps Equity Research Team in Sydney for six years. He was also previously Head of Research at Foster Stockbroking.
The Montgomery team are a talented bunch, all contributing their own piece of the puzzle. That effort allows Dom and I to concentrate 100% on just that one thing; finding great investments.
Gary joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager. Prior to this, Gary was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years. Before moving to Australia, Gary spent five years in London running Morgan Stanley's Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan. Gary's technology industry experience was gained at Arthur Anderson in London, where he worked as a senior consultant.
Job Titles:
- Senior Portfolio Risk Manager
My passion for Funds Management comes from a desire to help investors create a brighter future for themselves and their families.
Job Titles:
- Senior Investment Analyst
Job Titles:
- Head of Marketing and Communications
I have a passion for bringing ideas to life and connecting people through effective communications. I'm thrilled to be part of the talented team at Montgomery and working together to help our clients achieve their financial goals.
Job Titles:
- Head of Team, Portfolio Manager & Analyst
We share a disciplined investment philosophy with our investment managers, selecting them for their combination of long-term success, esteemed and established reputation and their ability to deliver on the fundamental investor needs of capital preservation and growth through all and economic market conditions. Above all we acknowledge our primary role is to deliver superior outcomes for multigenerational investors and their advisers.
Job Titles:
- Marketing and Communications Manager
Working with a great team and the ongoing learning environment gives me the ability to broaden my knowledge about various areas of the business and industry.
As Marketing and Communications Manager, Sandra is responsible for developing and implementing marketing and communication strategies to engage, inform, and educate investors, advisers, and business partners. She also creates content across various channels to achieve these goals. In addition to her professional skills, Sandra is also fluent in Czech.
Working at Montgomery is a very rewarding experience. The high level of collaboration, client focus and pursuit to invest wisely, means we're passionate to do better for our clients and each other.
Sean Sequeira - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Australian Eagle 's Chief Investment Officer
What I believe makes a successful investor is subjective, but to me, it is being true to your process and philosophy, being disciplined and seeing through the market volatility and noise to be guided by your investing process. This allows you to think longer term and to think independently of the market movements on a day-to-day level.
Sean Sequeira jointly established Australian Eagle Asset Management in 2004. Sean was appointed Australian Eagle's Chief Investment Officer in 2016. In addition to stock selection and analysis, Sean is responsible for all aspects of the investment process. Sean is head of Australian Eagle's portfolio risk committee and process integrity committee. He is also one of the three investment team members that make up the portfolio construction committee.
Sean is a CFA® charterholder and holds a Bachelor of Business majoring in Finance and Economics from the University of Technology, Sydney.
Job Titles:
- Account Manager - Private Clients
Every day I am talking to our clients, sharing insights about our funds, markets and how we can assist them compound their wealth.