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HOW IS THE MONTGOMERY FUND INVESTING?

OUR JOB IS NOT TO FORECAST THE MARKET’S DIRECTION, BUT TO PURCHASE AT A RATIONAL PRICE, EXTRAORDINARY BUSINESSES WHOSE PROSPECTS ARE SUPERIOR TO THE MARKET’S CURRENT EXPECTATIONS.  

FORTUNATELY, AUSTRALIA IS THE HOME OF SOME EXTRAORDINARY MONOPOLIES, HIGH QUALITY ASSETS AND BUSINESSES WITH LONG RUNWAYS FOR HIGHLY PROFITABLE INTERNATIONAL GROWTH.  

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FOCUSED ON QUALITY AND VALUE AT ATTRACTIVE PRICES

AN INVESTMENT STYLE THAT MAKES SENSE

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Technology – identifying the right growth themes

THE AUSTRALIAN SMALL COMPANIES TECHNOLOGY SECTOR PROVIDES AN ABUNDANCE OF INVESTMENT OPPORTUNITIES, BUT ALSO RISKS.  

GARY COVERS THE INVESTMENT FRAMEWORK FOR ASSESSING TECHNOLOGY-BASED OPPORTUNITIES AND HOW THE FUND INVESTS IN THIS SECTOR. 

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Our Private Office

Montgomery’s Private Office focuses on the best vehicles and strategies for investments starting from $1 million.

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Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Consider the product disclosure statement before making an investment decision. Please read our Financial Services Guide for more information.

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Montgomery manages value-oriented funds focused on ownership of high quality businesses and generating superior returns over the long term. Read more about our investment approach.

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Investor Insights & Media

May 28, 2020

Avita Medical – a small cap with big potential

By Joseph Kim

Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on.   Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed.
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May 26, 2020

Why I don’t expect a V-shaped recovery

By Roger Montgomery

The massive dislocations caused by the coronavirus pandemic are having only a temporary impact on stock markets, which are pricing in a V-shaped income, earnings and economic recovery.
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May 14, 2020

Old habits don’t die hard, they don’t die

By Roger Montgomery

During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and Microsoft Teams sessions with clients, planners and brokers.  Quite often I heard comments along the lines of, “this will change the way we live, work and travel forever”.
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May 12, 2020

Is Qantas a buy at the current price?

By Tim Kelley

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses to enter administration, and Qantas (ASX:QAN) has scaled back its operations to a tiny fraction of normal capacity and loses money every week while this continues.
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
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Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
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Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
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New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
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Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.
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Alternate Equity Strategies

Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
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Unlisted from $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
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Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.
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