Contango Asset Management
About Contango Asset Management
Contango Asset Management (Contango) is a boutique Australian equity manager that was established in 1998. In addition to core Australian equities, the company manages a range of specialist funds, including small cap and microcap Australian equity products.
Funds managed
- Australian Shares Multi-Blend Fund (with other managers)
- Australian Smaller Companies Multi-Blend Fund (with other managers)
Key personnel
William J Beerworth, Chairman
Bill is an Investment Banker with a background in Corporate Law. He was educated in Australia and the United States and worked on Wall Street for three years. He was a Senior Partner of Mallesons Stephen Jaques where he specialised in corporate law, particularly in Mergers & Acquisitions and IPOs.
Bill was also Senior Assistant Secretary of the Australian Attorney General’s Department responsible for Corporate and Securities policy and has held a number of senior corporate positions before founding Beerworth & Partners Limited.
Gregory A Bundy, Director (Non-executive)
Gregory has been a prominent participant in various companies and investment markets for over 20 years. Gregory began his career at Merrill Lynch where he was employed for 18 years, assuming various senior management positions throughout the company’s worldwide offices. These positions included Vice Chairman of the Asia Pacific Australia Region; Chief Operating Officer of Merrill Lynch Investment Managers (MLIM) Princeton, USA; Chief Executive Officer of Merrill Lynch Australia, Sydney/Melbourne; Managing Director of Merrill Lynch International Equities, New York; and Managing Director of Merrill Lynch Equity Division, Japan, Tokyo, Japan.
Why Advance selected Contango
Contango is a thematic manager, able to add value from top-down macro economic themes as well as in-depth stock analysis. Contango's top-down approach to selecting favoured sectors is a distinguishing factor, which enables it to price stock opportunities based on current conditions.
Contango has a very experienced team, complementing the qualitative top-down process. Portfolio construction incorporates qualitative top-down risk as well as quantitative risk measures.
