Gary Rollo
Portfolio Manager-Equities at Montgomery Investment Management Pty Ltd.
Profile
Mr. Gary Rollo is a Portfolio Manager at Montgomery Investment Management Pty Ltd.
Mr. Rollo joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager.
Prior to this, he was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years.
Before moving to Australia, he spent five years in London running Morgan Stanley’s Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan.
His technology industry experience was gained at Arthur Anderson in London, where he worked as a senior consultant.
He holds a Master of Engineering with First Class Honours in Aeronautical Engineering from the University of Glasgow in Scotland.
During his tertiary studies, he was placed at the UK’s Defence Evaluation and Research Agency (DERA) where he worked on computer simulation models for aircraft design projects.
He also qualified as a Chartered Accountant in 2000.
Gary Rollo active positions
| Companies | Position | Start |
|---|---|---|
Montgomery Investment Management Pty Ltd.
 Montgomery Investment Management Pty Ltd. Investment ManagersFinance Montgomery Investment Management Pty Ltd. (Montgomery) is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Roger Montgomery in 2010. Montgomery provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. | Portfolio Manager-Equities | 2019-07-31 |
Former positions of Gary Rollo
| Companies | Position | End |
|---|---|---|
MHOR Asset Management Pty Ltd.
 MHOR Asset Management Pty Ltd. Investment ManagersFinance MHOR Asset Management Pty Ltd. (MHOR) is an independent Australia-based asset management firm which was founded by Gary Rollo and James Spenceley in 2016. Located in Sydney, the firm specializes in investing in smaller companies listed in Australia and New Zealand outside the ASX 100 Index. They are wholly-owned by their employees and align interests with investors by investing a significant portion of the founder’s capital in their fund. | Founder | 2019-05-31 |
Renaissance Asset Management Pty Ltd.
 Renaissance Asset Management Pty Ltd. Investment ManagersFinance Renaissance Asset Management Pty Ltd. provides investment advice. The private company is based in Sydney, Australia. and has subsidiaries in Australia. The Australian company was founded in 2003 by Carlos Cocaro, Damien Barrack. | Analyst-Equity | - |
Morgan Stanley & Co. International Plc
 Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Morgan Stanley & Co. International Plc
Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Finance |
Renaissance Asset Management Pty Ltd.
Renaissance Asset Management Pty Ltd. Investment ManagersFinance Renaissance Asset Management Pty Ltd. provides investment advice. The private company is based in Sydney, Australia. and has subsidiaries in Australia. The Australian company was founded in 2003 by Carlos Cocaro, Damien Barrack. | Finance |
MHOR Asset Management Pty Ltd.
MHOR Asset Management Pty Ltd. Investment ManagersFinance MHOR Asset Management Pty Ltd. (MHOR) is an independent Australia-based asset management firm which was founded by Gary Rollo and James Spenceley in 2016. Located in Sydney, the firm specializes in investing in smaller companies listed in Australia and New Zealand outside the ASX 100 Index. They are wholly-owned by their employees and align interests with investors by investing a significant portion of the founder’s capital in their fund. | Finance |
Montgomery Investment Management Pty Ltd.
Montgomery Investment Management Pty Ltd. Investment ManagersFinance Montgomery Investment Management Pty Ltd. (Montgomery) is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Roger Montgomery in 2010. Montgomery provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. | Finance |
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