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John Morgan
Chief Investment Officer • CTE Investments
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28.8kviewsContributor Since April 2022
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About John
Bio
John Morgan has more than 30 years experience in the investment management, management consulting, corporate finance and chartered accounting industries, combined with four experience years as a CEO. John is the Chief Investment Officer at CTE Invetsments, which manages two Funds for Wholesale Investors. 1. CTE Investments Growth Trust #1 - An absolute return fund that allocates capital to a small number of high quality domestic and international growth investments. 2. Credit Opportunities Trust - A unique well diversifiied portfolio of credit assets not found elsewhere. Both Trusts have achieved top decile returns for the past 5 years.
Company
CTE Investments
Position
Chief Investment Officer
Joined
January 2010 (15+ years)
Experience
15 years+ experience
Accreditation/Awards
Bachelor of Commerce Masters of Business Administration (Distinction) Chartered Accountant Post graduate qualifications in Financial Planning and Applied Finance and Investment Graduate of the Australian Institute of Company Directors
Location
Sydney, Australia
Investment Philosophy
- Our philosophy is not complex. It is however a lot harder to achieve 1. Don’t lose money. Major drawdowns kill compounding. Protect the downside through prudent investment and effective diversification.
- 2. Real Returns matter. Ensure investment returns match inflation.
- 3. Achieve investment returns greater than the risk being taken.
