Montgomery Investment Management is one of Australia’s leading boutique fund managers. We invest close to $1.4 billion in Australian and global equities on behalf of clients.
Montgomery Investment Management (MIM) was founded in 2010 by high-profile fund manager and market commentator Roger Montgomery.
Roger is our Chief Investment Officer and the author of the best-selling book Value.able. He works closely with our Head of Research Tim Kelley and our CEO David Buckland, who oversees our team of more than 20 experienced and knowledgeable individuals.
In 2015, we established Montgomery Global Investment Management (MGIM), which is led by Andrew Macken as Chief Investment Officer.
Most recently, we welcomed Gary Rollo and Dominic Rose under the new joint venture, Montgomery Lucent Investment Management (MLIM). The pair launched our Small Companies Fund in September 2019, enabling us to offer a small caps option to investors for the first time.
MIM, MGIM and MLIM are each owned by their respective investment teams and senior management, who also invest their own money in the funds. That ensures our interests are closely aligned with yours.
We believe a portfolio of high-quality businesses with bright prospects, purchased below their intrinsic value, will outperform over the long term. We also believe that focusing on such stocks is the key to preserving your capital.
Our firm manages a range of Australian and global wholesale and retail value-focused funds, including a market-neutral fund, for private clients and the clients of financial advisers.
We offer global long/short investment strategies through our Montaka funds and recently listed the Montgomery Global Equities Fund on the ASX (ASX: MOGL). This created an active ETF that mirrors our unlisted Montgomery Global Fund.
The latest fund to launch, the Montgomery Small Companies Fund, invests in 30 to 50 high-quality Australian and New Zealand small and emerging companies with competitive valuations and strong growth potential. It also considers pre-IPO opportunities.
We pride ourselves on maintaining a high level of communication with our clients and educating investors. And, because we want to know who we are working for, we are dedicated to building long-term relationships and to being available to you at all times.
We are value investors, read more about what makes us unique.