Committed to preserving and growing your multigenerational capital, Montgomery Investment Management provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices.
Founded by Roger Montgomery in 2010, our office manages approximately $850 million on behalf of individuals, their families and their advisers. We are directly invested in our funds, ensuring our objectives are aligned with yours.
Our partner managers endeavour to deliver superior long-term outcomes by providing focused portfolios of businesses with exceptional prospects, and our private credit funds have a history of producing stable monthly income solutions. Our funds are offered in partnership with distinguished managers with offices in Australia, the Asia Pacific, the United States and the United Kingdom.
Montgomery’s personalised services, honest, transparent and timely communication, and considered investment insights, provide reassurance through life’s vicissitudes and define our relationship with all stakeholders.
The Montgomery Fund invests in 25 to 35 high-quality Australian companies listed on the Australian Securities Exchange (ASX). The Fund seeks to acquire superior-quality Australian companies with a sensible risk buffer and own those investments until their longer-term advantages manifest in a superior rate of return.
For individuals and families investing more than $1 million, The Montgomery [Private] Fund offers a focused exposure to high-quality Australian listed companies of any size, and seeks to deliver absolute returns from a portfolio of businesses selected for their expected ability to sustainably compound capital and income over the long haul.
The Montgomery Fund and The Montgomery [Private] Fund are managed by Montgomery Investment Management in partnership with the awarded team from Australian Eagle Asset Management.
The Montgomery Small Companies Fund provides investors with exposure to the exceptional growth prospects of smaller high-quality Australian companies, at various stages of evolution. The Fund is managed by Dominic Rose and Gary Rollo.
Partnering with Aura Group, Montgomery offers two income funds.
The Aura High Yield SME Fund for wholesale clients aims to provide attractive and reliable monthly income with target returns of 9% to 12% per annum from an extensive, diversified portfolio of small short-term loans issued by a select group of lenders to small and medium enterprise (SME) businesses in Australia.
The Aura Core Income Fund for retail clients aims to preserve capital and provide stable monthly income with a Target Return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs from exposure to a diversified pool of Australian private debt assets including small to medium enterprise loans.
Two growth-oriented global funds are offered in partnership with the venerable US-based fund manager Polen Capital. Polen has been in operation since 1979.
The Polen Capital Global Growth Fund invests in a concentrated portfolio of approximately 30 growth businesses of the highest quality from around the world.
The Polen Capital Global Small and Mid Cap Fund offers access to a concentrated best ideas portfolio of high-quality global small and mid-sized companies with the potential to deliver sustained superior growth.
In 2023 we expect to offer the Polen Capital Global Emerging Markets Growth Fund giving investors exposure to superior quality growth businesses in emerging markets.
Please explore our site to discover more about our funds, review our insights and educational resources, and discover how we can meet your unique requirements.
Or contact us. We remain delighted to speak with you.