The Fund
The Montgomery [Private] Fund is a concentrated portfolio of Australian and New Zealand securities adopting a disciplined, security-specific approach to quality and value.
Investee candidates must demonstrate superior performance and financial stability and display a margin of safety.
Market timing and prediction does not form part of the investment process.
Unwarranted enthusiasm and gloom is pervasive over time, in equal measure. The Montgomery [Private] Fund aims to take advantage of this characteristic of the market in its approach to both acquisitions and disposals.
An Application to Invest in The Montgomery [Private] Fund must be made by completing the form attached to the Information Memorandum.
Provision of the Information Memorandum to Eligible Investors will be considered upon request.
