THE MONTGOMERY PHILOSOPHY

Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines twelve 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

Montgomery invests in high-quality domestic and global businesses, not stocks. We are value investors. 

montgomery unique process

Companies not stocks

Our disciplined investment philosophy begins by identifying quality listed companies that have a better chance of winning over the long term.

We don’t treat listed companies as stocks. Instead, we see them as businesses we would consider investing in ourselves and carefully scrutinise their fundamentals and prospects. Each investee company must convince us that it has the power to grow its worth over time.

Focused on value

We also search for value – that is, quality businesses that may be overlooked by others and which are trading at what we believe is below their intrinsic value. That means they have less chance of a permanent loss of capital.

But even if a high-quality business has good prospects, we may not invest in it. That’s because we build concentrated portfolios that only include our very best ideas. And if we can’t find a great idea, we will stay in cash.

Unlike most other fund managers, we are free to hold relatively high levels of cash, depending on the fund. This means we can move more into cash when we believe markets are overvalued and the opportunity set is limited.


Flexible and long-term

Unlike other managers, too, our investment decisions are not swayed by market noise.

Nor do we buy shares just because they make up an index. Assuming accepted liquidity, we invest wherever we find good ideas, irrespective of whether it’s a small, mid or large cap company. Our strategy can be adopted as a stand-alone investment option or combined with that of other investment managers to complement their styles or investment methodology.

Finally, we don’t believe in taking excessive risks and are strongly focused on preserving your capital.

We never forget how hard you may have worked for it.

Why Choose Us?


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


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


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


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


We offer exceptional market education
and client communication.


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

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
Learn More

Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
Learn More

Our Private Office

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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

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

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
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 $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.