Montage Investments Adds Almost $7B In Assets In 2013

Jan 10 2014 | 10:08am ET

Leawood, Kan.-based alternative investment specialist Montage Investments saw the assets managed by its affiliates grow from $13 billion to nearly $20 billion in 2013.

The growth—which followed on the heels of a $4 billion increase in 2012—came as the firm added new asset management affiliates and launched several new mutual funds.

Said Gary P. Henson, Montage president and CIO, in a statement: “I’m very pleased with the growth we’ve experienced over the last year. We’ve spent the past several years building our infrastructure and laying the framework for our efforts. Because we took the time to build a solid foundation on which to grow, we have been able to seamlessly add and support multiple new entities and new offerings over the last year—helping us toward our goal of providing industry-leading investments for advisors and their clients.”

Montage’s new affiliates include Fountain Capital Management, a high-yield bond and leveraged loan shop acquired by Montage affiliate Palmer Square Capital Management in January, and Consilium Investment Management, a frontier and emerging markets manager which joined as a sub-advisor to the new Consilium Emerging Market Small Cap Fund.

The new funds bring the total number of Montage mutual funds to 12. Montage affiliates also manage a wide range of closed-end funds and separate accounts, including two collateralized loan obligation funds launched by Palmer Square in 2013—the $362 million CLO 2013-1 and the $464 million CLO 2013-2.

Montage added 42 professionals to its staff in 2013 bringing the total to 262.


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