Montgomery [Private] Fund

The Montgomery [Private] Fund requires a minimum investment of $1,000,000 with entry by invitation or referral only.

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The Montgomery Fund

The Montgomery Fund is open to individuals, families, trustees and advisers of self-managed super funds, with a minimum of $25,000 to invest.

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About Montgomery

Montgomery Investment Management is a boutique investment management firm with two investment portfolios, The Montgomery [Private] Fund and The Montgomery Fund.

Investors benefit from the unique insights and nine decades of investing experience offered by Montgomery Investment Management, led by Roger Montgomery, CEO David Buckland, Head of Research Tim Kelley, Portfolio Manager Russell Muldoon, and Head of Distribution Scott Phillips.

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