Associate Global Partners Limited · ASX:APL
Associate Global Partners — Contango Asset Management — Shareholder Meeting (November 2016)
19 slides from Associate Global Partners's shareholder meeting presentation, Nov 15, 2016
Slide 1: Contango (CGA) Presentation - AGM 15 November 2016
CONTANGO (CGA) PRESENTATION- AGM 15 NOVEMBER 2016
Slide 2: Disclaimer
DISCLAIMER DISCLAIMER Contango Funds Management Limited (ABN 52 085 487 421) holds an Australian Financial Services Licence (AFSL #237119) restricting it to providing financial products and services to wholesale clients only. Contango Funds Management Limited is a wholly owned subsidiary of Contango
Slide 3: Table of Contents
Heading TABLE OF CONTENTS 1. Overview of Contango Asset Management 2. Business Update 3. Contango Flagship Fund Summary 4. Contango Team 5. Summary 03 CONTANGO ASSET MANAGEMENT
Slide 4: 1. Overview of Contango Asset Management
Heading 1. OVERVIEW OF CONTANGO ASSET MANAGEMENT 04 CONTANGO ASSET MANAGEMENT
Slide 5: Contango Structure Is Aligned With Clients
Heading CONTANGO STRUCTURE IS ALIGNED WITH CLIENTS ESTABLISHED INSTITUTIONAL AND LIC FUND MANAGER ASX: CGA • Contango Asset Management (CGA) is a established institutional and LIC fund manager • CGA Board: Roger Amos (Chair), Patricia Toh, Marty Switzer, Charlie Aitken and George Boubouras (MD) • Au
Slide 6: Contango Group Structure Is Aligned With Clients
Heading CONTANGO GROUP STRUCTURE IS ALIGNED WITH CLIENTS ESTABLISHED INSTITUTIONAL AND LIC FUND MANAGER ASX: CGA LICs Retail ASX: CTN* Institutional Mandates ASX: CIE* *LICs – Long-term Investment Management Agreements 46.25% ownership – JV with Switzer Financial Group (Contango manages retail manda
Slide 7: Contango Successfully Debuts on ASX in Sept
CONTANGO SUCCESSFULLY DEBUTS ON ASX IN SEPT OPTIMAL ALIGNMENT WITH CLIENTS, STAFF AND SHAREHOLDERS Our measured growth phase takes the next natural step. Well resourced and committed Contango team, backed by key cornerstone and listed on the ASX. Total alignment will benefit our clients, staff and o
Slide 8: 2. Contango Business Update
Heading 2. CONTANGO BUSINESS UPDATE 08 CONTANGO ASSET MANAGEMENT
Slide 9: Contango update
Contango update 1. Contango MBO and listing completed on schedule. Key staff locked in for seven years (one of the longest in the local market) 2. Investment performance has been strong in 2016 3. Contango is on schedule to launch new funds before year end and March quarter utilising our existing po
Slide 10: 3. Contango Flagship Funds
Heading 3. CONTANGO FLAGSHIP FUNDS 010 CONTANGO ASSET MANAGEMENT
Slide 11: Different and Bespoke Portfolio Solutions for Wholesale Clients
Heading CONTANGO ASSET MANAGEMENT OFFERS DIFFERENT AND BESPOKE PORTFOLIO SOLUTIONS FOR WHOLESALE CLIENTS • We offer institutional portfolio solutions across many Contango Share Fund Contango Large Cap Large Cap (GARP) Leaders Income Fund different segments of the market • We also offer bespoke Conta
Slide 12: Also Manage Investments for Two Listed Investment Companies
Heading CONTANGO ASSET MANAGEMENT ALSO MANAGE INVESTMENTS FOR TWO LISTED INVESTMENT COMPANIES (LIC) Contango Income • Contango Income Generator Limited (ASX:CIE) is Generator Ltd a LIC targeting dividends in the ex 30 investment (ASX: CIE) universe. Targeting sustainable • CIE Listed on the ASX in A
Slide 13: 4. Introducing the Contango Team
Heading 4. INTRODUCING THE CONTANGO TEAM 013 CONTANGO ASSET MANAGEMENT
Slide 14: Flat and Efficient Structure, Experienced and Large Investment Team
Heading CONTANGO HAS A FLAT AND EFFICIENT STRUCTURE EXPERIENCED AND LARGE INVESTMENT TEAM George Boubouras MD & Chief Investment Officer (CIO) Legal, Compliance and Operations Investment Team Adam Legg Richard Dalidowicz* Jarrod Deakin Bill Laister Shawn Burns Alistair Drummond Hari Morfis Senior Po
Slide 15: Well Resourced Investment Team
Heading WELL RESOURCED INVESTMENT TEAM AVERAGE OF 20+ YEARS INDUSTRY EXPERIENCE Years Role Team member experience Chief Investment Officer (CIO) & MD George Boubouras 26 Senior Portfolio Manager Alistair Drummond 31 Senior Portfolio Manager Bill Laister 35 Senior Portfolio Manager Shawn Burns 30 Por
Slide 16: Investment Team Responsibilities
Heading INVESTMENT TEAM RESPONSIBILITIES GEORGE BOUBOURAS STEPHEN SCOTT JARROD DEAKIN B.Ec (Hons) (26/2) B.Ec, F Fin (22/2) B. Ec., G Dip App Fin, Dip FP(23/1) • MD & Chief Investment Officer • Senior Investment Analyst and Deputy • Portfolio Manager Income Solutions • Chairman Economics Committee P
Slide 17: 5. Summary
Heading 5. SUMMARY 017 CONTANGO ASSET MANAGEMENT
Slide 18: Summary: Enhanced Structure for Clients
SUMMARY ENHANCED STRUCTURE FOR CLIENTS • Contango is a established fund manager and has a successful track record. • Team 100% committed to generate performance for our clients. Persistent out- performance has been delivered for our clients over the past year. • Key investment professionals locked i
Slide 19: Contact Details
Heading CONTACT DETAILS George Boubouras Jarrod Deakin Managing Director and Chief Investment Officer Portfolio Manager – Income Solutions Contango Asset Management Limited Contango Asset Management Limited Tel: +61 (3) 9222 2324 Tel: +61 (3) 9222 2329 Mobile: +61 414 614 225 Mobile: +61 (0) 409 780
Contango Asset Management — Shareholder Meeting (November 2016) on 6ix