Montgomery Investment Management is singularly focused on strong investment performance.
Investors benefit from the unique insights and more than 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.
A conservative, rather than conventional approach to company selection and portfolio management is adopted. Our preference is for positive returns, however small, rather than any negative one. As such, if suitable investments cannot be identified, funds are held in the safety of cash.
The Montgomery Fund, for retail investors, is open to individuals, families and trustees of self-managed superannuation funds, and their advisers, with $25,000 or more to invest.
The Montgomery [Private] Fund, is managed for a limited group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations. Investment is by invitation or referral only.
Investors can depend on a singular focus on returns, private ownership, and an individual relationship that includes access to the investment ideas generated.