We believe we can best serve your investment goals by offering a combination of funds that we create ourselves as well as those we deliver in partnership with established high-quality managers from Australia and around the world. 

Learn more about our unique process

About Us

Committed to preserving and growing your capital, Montgomery Investment Management has always been focused on quality. We offer our investors hand-chosen solutions in high-quality companies and now credit income. 


Our firm was founded by Roger Montgomery in 2010. We strive to develop long-lasting relationships with individuals and their families by providing superior investment outcomes, personalised service, and honest and transparent communication with considered insights.

Montgomery Investment Management offers the following suite of funds to provide clients with both choice and convenience. Our firm and our team members are directly invested in our funds, ensuring our objectives are aligned with yours.

Australian and New Zealand equities

The Montgomery Fund invests in 20 to 40 high-quality Australian and New Zealand companies of any size. Following deep due diligence, our team hand-picks these businesses for their expected ability to deliver sustainable capital growth and income over the long term.

For individuals and families investing more than $1 million, The Montgomery [Private] Fund is a concentrated, all-cap wholesale fund that seeks to deliver absolute returns from a concentrated portfolio of high-quality businesses of any size, selected for their expected ability to sustainably compound capital growth and income over the long haul.

The Montgomery Small Companies Fund provides investors with exposure to smaller high-quality companies, at various stages of evolution, with exceptional growth prospects.

Credit Income 

Partnering with Aura Funds Management, the Aura High Yield SME Fund 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.

Global equities

Partnering with US-based fund manager Polen Capital, which was founded in 1979, Montgomery offers two global, growth-oriented funds to Australian and New Zealand investors.

The Polen Capital Global Growth Fund invests in a concentrated portfolio of around 30 high-quality growth businesses from around the world. The Fund opened 15 March 2021.

The Polen Capital Global Small and Mid Cap Fund offers access to a concentrated best ideas portfolio of high-quality global small and mid-cap companies with the potential to deliver sustained superior growth.

In 2022 we expect to offer the Polen Capital Global Emerging Markets Growth Fund giving investors exposure to superior quality growth businesses in emerging markets.

Learn more

Please explore our site to learn 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.


From our Founder & Chief Investment Officer

“In all of our communications and educational initiatives we encourage investors to see the market as a place to buy a share of high-quality businesses that have strong long-term growth prospects – not a casino where you bet on stocks. We also encourage them to preserve their wealth by only buying into businesses at a price that represents good value.

Then we practise what we preach in our funds – it’s not rocket science, but it takes discipline and diligence to review all the opportunities out there and only invest in the very best ideas. That’s what we strive to do every day, while maintaining great relationships with our clients.” Roger Montgomery

Our Private Office

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