MutualFundWire.com
   The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
Tuesday, December 4, 2001 A New Montgomery Launch 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:
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." Printed from: MFWire.com/story.asp?s=27101 Copyright 2001, InvestmentWires, Inc. All Rights Reserved |