SMALL COMPANIES HAVE BIG POTENTIAL

EVERY BIG AUSTRALIAN COMPANY ON THE ASX STARTED OUT SMALL ONCE. THE MONTGOMERY SMALL COMPANIES FUND SEEKS HIGH QUALITY, UNDERVALUED SMALL AND EMERGING COMPANIES WITH STRONG GROWTH POTENTIAL. WE BELIEVE IN THE POWER OF SMALL COMPANIES.

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SEE THE POTENTIAL

OUR OBJECTIVE THROUGH THE DOWNCYCLE WAS TO TAKE ADVANTAGE OF OPPORTUNITIES BUT NOT AT ANY COST OF ANY RISK.

TO 30 JUNE 2020, AT JUST NINE MONTHS OLD, THE MONTGOMERY SMALL COMPANIES FUND HAS RETURNED 3.63% NET OF FEES, OUTPERFORMING THE BENCHMARK, THE S&P/ASX SMALL ORDINARIES ACCUMULATION INDEX, BY 12.11%.

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FAREWELL FISCAL 2020, HELLO FISCAL 2021

TWELVE MONTHS BACK, WHO COULD HAVE PREDICTED THE WORLD WOULD BE IN THE STATE IT’S CURRENTLY IN?  AND YET, DESPITE THE PANDEMIC-INDUCED TURMOIL, SOME WORLD MARKETS ARE NOT THAT FAR FROM WHERE THEY WERE A YEAR AGO.  HERE’S A QUICK LOOK AT THE YEAR THAT WAS.

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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

July 14, 2020

Our Small Companies Fund shows the benefits of active management

By David Buckland

The Montgomery Small Companies Fund, which was launched in September 2019, recently hit a record high. Since inception to 30 June 2020 The Fund has returned 3. 63 per cent,  which compares very favourably to its benchmark, the S&P/ASX Small Ordinaries Accumulation Index outperforming it by 12. 11 per cent.
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June 30, 2020

How to minimise risk during recessions and economic crises

By Roger Montgomery

What’s the best way to minimise risk when investing during a recession or economic crisis?  Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund.
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June 23, 2020

Why we are reducing risk by focusing on quality and size

By Roger Montgomery

Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work.   But we’ve been very selective about the companies we bought. We added to our holdings in Macquarie Financial Group, Westpac, Commonwealth Bank, and Scentre Group.  And we are building additional positions in undisclosed stocks.
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June 23, 2020

Cloud megatrend with Gary Rollo

By Gary Rollo

Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum.
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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.
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).
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.
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.
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.

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.
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.
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.