THE MONTGOMERY PHILOSOPHY

Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines sixteen decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies. Investors benefit from an emphasis on transparency and communication, and a dedication to long-term relationships.

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How We Invest

Rather than trade ‘stocks’, Montgomery Investment Management and its partners invest in high-quality domestic and global businesses.

While aiming to preserve your capital, we strive to deliver superior outcomes by investing in focused portfolios of businesses with exceptional prospects.

 

High quality

The disciplined investment process that we and our partners follow starts by identifying quality listed companies that have the potential to deliver superior, long-term outcomes.

We don’t treat listed companies merely as stocks but as businesses, carefully scrutinising their fundamentals and prospects.

Each company must justify its value by demonstrating its capacity to sustainably grow its worth over time.

High conviction

When you invest with Montgomery and our partners, you access the best ideas from leading managers with deep expertise and market experience.

After reviewing companies’ current performance and their potential, we build concentrated portfolios, typically comprising 20 to 50 companies, that meet our stringent criteria.

Backing this conviction personally, our team members invest their own funds alongside yours.

High flexiblity

We retain a high degree of flexibility across our funds to ensure we can pursue our best ideas and respond to ever-changing market conditions.

We invest in companies of all sizes across Australian, New Zealand and global markets. We don’t buy shares simply because they are part of an index. And some of the funds offer a high cash weighting flexibility.

At every stage of our investment process, we are intensely focused on preserving your wealth – never losing sight of the challenges and demands required to build it.

Why Choose Us?

#1

Our common-sense value investment
approach has stood the test of time

  

#3

We invest in small, mid and large cap
stocks, a broad universe of equity
securities with no capitalisation constraints.

#5

We offer exceptional market education
and client communication.

 

#2

We only invest in the best ideas
and are free to stay in cash.

#4

We invest our own money in our funds,
so our interests are aligned with yours.

#6

We are dedicated to being
available to clients at all times.

#1

Our common-sense value investment
approach has stood the test of time

  

#2

We only invest in the best ideas
and are free to stay in cash.

#3

We invest in small, mid and large cap
stocks, a broad universe of equity
securities with no capitalisation constraints.

#4

We invest our own money in our funds,
so our interests are aligned with yours.

#5

We offer exceptional market education
and client communication.

 

#6

We are dedicated to being
available to clients at all times.

Our Private Office

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Funds

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