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Rating:A New Montgomery Launch Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, December 04, 2001

A New Montgomery Launch

Reported by Tony Pennino

Montgomery Asset Management of San Francisco is introducing a new group of funds called the Montgomery Partners Series. These funds utilize alternative investment strategies.

The first fund out of the gate will be an absolute return hedge fund-of-funds. This fund will be followed by other multi-strategy hedge funds, private equity investments, venture capital investments, and strategic sector funds.

Funds in the series will have three main points of focus. Those points are:
  • provide alternative investment products to complement core holdings,
  • offer these alternative investments with institutional-quality management with lower investment minimums,
  • and offer guidance to investors on alternative strategies.
"Investors are facing new and challenging markets that have a direct impact on portfolio construction," stated managing director Bill Santos. "In addition to the fact that we may be facing a sustained period of shrinking equity premiums, we're in an era when global markets have reached a point of high correlation -- which impacts traditional asset allocation. The inclusion of diversified, high-quality alternative investments can improve portfolio returns while reducing the overall volatility of a portfolio. The aim of the Montgomery Partners Series is to provide advisors with a range of alternative investment strategies, and supporting products, as a complement to their clients' core portfolio holdings."

The firm will be targeting the intermediary community such as supermarkets, RIAs, and national and regional broker/dealers. And Montgomery has a new national accounts manager for its sales team. Laurie Marchel joins Montgomery from Edward Jones where she served as Midwest regional sales manager.

"There's a lot of misunderstanding about alternative investments, their risk/return characteristics, and how best to employ them as portfolio diversifiers," Santos continued. "Our approach is to structure a product while offering supporting guidance and insight that provides advisors with specific strategies on how the product can best complement core portfolio holdings. When properly employed, alternative investments are a means of achieving competitive returns with lower risk. We believe its part of our responsibility to aid in understanding the asset class as well as providing institutional-quality product." 

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