WELCOME

MONTGOMERY WELCOMES
RESPECTED FUND MANAGERS
GARY ROLLO AND DOMINIC ROSE
TO THE TEAM

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David Buckland

Chief Executive Officer

Bachelor of Commerce, Master of Applied Finance and Investment, Fellow of the Financial Institute of Australasia, Fellow of CPA Australia, Fellow of the Governance Institute of Australia. David completed the Harvard Business School Owner/President Management Program (OPM) in 2006.

David joined Montgomery Investment Management in 2012.

David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

Individuals and their families investing or invested directly with Montgomery can contact David on (02) 8046 5000, or by email.

 
Head of Research
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Chairman and Chief Investment Officer
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Chief Executive Officer
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Portfolio Manager
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Portfolio Manager
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Head of Distribution
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Joint Portfolio Manager
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National Account Manager
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Head of Communications
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Head of Operations
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Research Analyst
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Global Institutional Distribution
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Communications Coordinator
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Chief Operating Officer
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National Account Manager
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Account Manager – Private Clients
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Have a question? Chat to one of our team members today.

02 8046 5000
David Buckland
Chief Executive Officer
david buckland
Dean Curnow
Account Manager
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Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

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

Montgomery Small Companies Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

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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

Australia/NZ
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.