Profile
Mr. David J.
Costello, CFA, is a Portfolio Manager at Montaka Global Pty Ltd.
Prior to joining Montaka, he spent 11 years at Magellan, including seven years as a Portfolio Manager of the firm’s Global Listed Infrastructure investment strategies.
During his tenure with Magellan, he covered companies in the utilities, industrials, energy, information technology, materials, and communication services sectors, and led the integration of environmental, social, and governance (ESG) analysis in the firm’s infrastructure strategies.
He was a member of the Magellan Investment Committee.
Earlier in his career, he served as a Manager in EY’s Valuation and Business Modelling practice, an Analyst in National Australia Bank’s Infrastructure and Natural Resources Advisory business, and an Analyst at SFG Consulting.
He is a CFA Charterholder and holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Laws (Honours) from the University of Queensland.
David Costello active positions
| Companies | Position | Start |
|---|---|---|
Montaka Global Pty Ltd.
Montaka Global Pty Ltd. Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 30/04/2026 |
Former positions of David Costello
| Companies | Position | End |
|---|---|---|
Magellan Asset Management Ltd.
Magellan Asset Management Ltd. Investment ManagersFinance MFG Asset Management's investment approach is designed to build a portfolio of investments that they believe can deliver attractive risk-adjusted returns over the medium to long term while reducing the risk of permanent capital loss. Their portfolio construction process integrates rigorous bottom-up stock analysis (incorporating its assessment of quality and value) and detailed macroeconomic research within a robust risk management framework. | Analyst-Equity | 31/05/2019 |
Experiences
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Magellan Asset Management Ltd.
Magellan Asset Management Ltd. Investment ManagersFinance MFG Asset Management's investment approach is designed to build a portfolio of investments that they believe can deliver attractive risk-adjusted returns over the medium to long term while reducing the risk of permanent capital loss. Their portfolio construction process integrates rigorous bottom-up stock analysis (incorporating its assessment of quality and value) and detailed macroeconomic research within a robust risk management framework. | Finance |
Montaka Global Pty Ltd.
Montaka Global Pty Ltd. Investment ManagersFinance Provides investment advice | Finance |
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