General Investing >> Money Manager Interviews >> December 16, 2002

Oscar Castro – Montgomery Asset Management Llc

OSCAR A. CASTRO is the Senior Portfolio Manager and Principal for Montgomery Asset Management, LLC. He is responsible for global equity research and portfolio management in the core international, global and communication related products. Mr. Castro began his investment career in 1983. Prior to joining the firm in 1993, he was Vice President and Portfolio Manager at G.T. Capital Management, where he was instrumental in the successful launching and management of two mutual funds specializing in global telecommunications and two others specializing in the Latin America region. Preceding this, Mr. Castro was co-founder and co-manager of the Common Goal World Fund, a global equity partnership. He was also Deputy Portfolio Manager/Analyst at Templeton International, covering the financial service, chemical, textile and apparel, telecommunication, and data processing industries across global markets. Mr. Castro earned an MBA degree in Finance from Drexel University, Pennsylvania, and a BS degree in Chemical Engineering from Simon Bolivar University in Venezuela. He is a CFA charterholder. Profile
TWST: Let us begin with an overview of Montgomery Asset Management and

your responsibilities there.

Mr. Castro: Montgomery Asset Management is an investment advisory firm

based in San