Archive: September, 2022

September 15, 2022

A look at The Montgomery Fund's future

By Roger Montgomery

With Sean, Alan and Dan, from Australian Eagle, having now planted their feet firmly under the desks here at the Montgomery offices in Castlereagh Street, I thought it was time I share some more of the reasoning behind our partnership.
September 9, 2022

Brett Craig introduces private credit and the Aura Core Income Fund

By Roger Montgomery

  In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. TRANSCRIPT Roger Montgomery: I’m Roger Montgomery from Montgomery Investment Management.
September 8, 2022

The people behind the process - Sean Sequeira

By Scott Phillips

As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Sean Sequeria the Chief Investment Officer and Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick.
September 6, 2022

A deeper dive into Australian Eagle Asset Management Part 1

By Dean Curnow

Montgomery recently announced a new partnership with Australian Eagle Asset Management, an impressive team of six who have been managing Australian large cap equities under mandate or Separately Managed Accounts (SMA) since February 2005 and Australian long/short equities in an unlisted unit trust since July 2016.
September 1, 2022

A fund for investors seeking monthly income

By Roger Montgomery

To provide a wider range of high quality investment choices, and stable monthly income, Montgomery Investment Management partnered with Aura Group and Brett Craig in May 2022. We are now delighted to announce the launch of our second income strategy, the Aura Core Income Fund.


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