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The Funds

Montgomery Investment Management manages two value-oriented funds concentrating on longer-term ownership of high quality businesses.

An Application to Invest $1,000,000 or more in The Montgomery [Private] Fund, for wholesale investors, will be considered upon request and must be made by completing the Application Form attached to the Information Memorandum.

An Application to Invest $25,000 or more in The Montgomery Fund can be made by completing the Application Form attached to the Product Disclosure Statement and accompanied by the Information Booklet.