Joseph Kim

Portfolio Manager-Equities at Washington H. Soul Pattinson & Co. Ltd. (Invt Mgmt)

Finance

Profile

Joseph J.
Kim is currently a Portfolio Manager at Washington H.
Soul Pattinson & Co. Ltd.
(Invt Mgmt) since 2023.
Prior to this, he was a Portfolio Manager & Head of Fundamental Research at Montgomery Quantitative Management Pty Ltd.
from 2020 to 2022.
He also worked as a Research Analyst at JPMorgan Securities Australia Ltd.

Joseph Kim active positions

Companies	Position	Start
Washington H. Soul Pattinson & Co. Ltd. (Invt Mgmt)	Portfolio Manager-Equities	01/04/2023

All active positions of Joseph Kim

Former positions of Joseph Kim

Companies	Position	End
Montgomery Quantitative Management Pty Ltd. Montgomery Quantitative Management Pty Ltd. Investment ManagersFinance Montgomery Quantitative Management Pty Ltd. (MQM) is an investment advisor headquartered in Ultimo, Australia. They are a subsidiary of Montgomery Investment Management Pty Ltd. MQM manages a range of Australian and global wholesale and retail value-focused funds, such as a market-neutral fund, for private clients and the clients of financial advisers.	Director of Research - Equity	01/08/2022
JPMorgan Securities Australia Ltd. JPMorgan Securities Australia Ltd. Investment Banks/BrokersFinance JPMorgan Securities Australia Ltd. (JPMorgan Australia) is a broker/dealer subsidiary of JPMorgan Markets Australia (Pty) Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Sydney, JPMorgan Australia provides brokerage services for investors which they can use in making portfolio decisions.	Analyst-Equity	-

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Experiences
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Linked companies

Private companies	3
JPMorgan Securities Australia Ltd. JPMorgan Securities Australia Ltd. Investment Banks/BrokersFinance JPMorgan Securities Australia Ltd. (JPMorgan Australia) is a broker/dealer subsidiary of JPMorgan Markets Australia (Pty) Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Sydney, JPMorgan Australia provides brokerage services for investors which they can use in making portfolio decisions.	Finance
Montgomery Quantitative Management Pty Ltd. Montgomery Quantitative Management Pty Ltd. Investment ManagersFinance Montgomery Quantitative Management Pty Ltd. (MQM) is an investment advisor headquartered in Ultimo, Australia. They are a subsidiary of Montgomery Investment Management Pty Ltd. MQM manages a range of Australian and global wholesale and retail value-focused funds, such as a market-neutral fund, for private clients and the clients of financial advisers.	Finance
Washington H. Soul Pattinson & Co. Ltd. (Invt Mgmt)	Finance

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