Roger Montgomery

Chairman and Chief Investment Officer

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.
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ABOUT Roger

Chairman and Chief Investment Officer

Bachelor of Commerce. Senior Fellow, Financial Services Institute of Australia.

Roger is the founder of Montgomery Investment Management.

Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer.

Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merill Lynch.

In 2010, Roger published his first book, the best-selling investment title Value.able. Buy it here.


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

02 8046 5000
David Buckland
Chief Executive Officer
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Toby Roberts
Account Manager – Private Clients
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