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.


In Depth

Hedge Fund Veteran Peter Borish Talks Trading

Dec 17 2014 | 9:32am ET

Peter Borish says 2014 was “tricky” from a trading perspective. “The best...

Lifestyle

Cohen Donates $1.5M To GOP Governors Association

Dec 10 2014 | 7:13am ET

The Republican Governors Association raised close to $25 million from October 1...

Guest Contributor

Q&A With Daniel Gallancy: Institutional Interest In Bitcoin Is Growing Steadily

Dec 12 2014 | 7:54am ET

Daniel Gallancy is founder and CEO of SolidX, a provider of total return swaps for...

 

Sponsored Content

Editor's Note

    Guidelines for Guest Articles

    Oct 22 2014 | 9:46am ET

    We are always looking for guest articles from hedge fund managers and buy-side firms.

    If you are interested in submitting a contributed piece for possible publication on FINalternatives, please take a look at the specs. Read more…

 

Futures Magazine

December 2014 Cover

Futures 2014 person of the year

Jeff Sprecher was simply looking for a platform to trade energies when launching ICE 14 years ago but it has grown to reach the pinnacle of both the listed futures and equities world.

The Alpha Pages

TAP July/August 2014 Cover

The Alpha Pages Interview: Senator Rand Paul

Senator Paul sat down in the debut series of the Alpha Pages Interview to discuss the broken tax code, regulation surrounding Bitcoin, and his plans for the 2016 Presidential election.