Tim Montague-Jones
Head of Australian Equity Research
Tim Montague-Jones has over 20 year investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.
Peter Dick
Head of Institutional
Peter Dick has a great breadth of Australian equity markets experience which spans across various investment classes. Peter has previously worked at some of Australia’s biggest brokers and fund managers providing research coverage across multiple sectors. He currently produces the Ascot Securities daily newsletter “At the Barriers”; a topical, light-hearted look at markets designed to provide clients with general market information.
Clay Carter
Chairman of the Investment Committee Marcovue
With over 30 years experience investing in Global equity markets, including both the developed and developing world, Clay has spent a good deal of time traveling the world, meeting with a broad range of global companies large and small. Above all, Clay considers himself a “stock picker” with a focus on growth. Clay has a broad knowledge of all global equity markets, economies, and most major asset classes. He specialises in portfolio construction and individual investment decisions consistently applied using a combination of top down and bottom up techniques.