The Montgomery Fund
Aims to provide compounding growth and income over the long-term by investing in a concentrated portfolio of 20 to 40 high-quality Australian and NZ businesses, of any size, with durable competitive advantages.
Montgomery Small Companies Fund
Aims to deliver long-term growth by investing in 30 to 50 high-quality, small, emerging and developing Australian and NZ companies with strong and enduring growth potential.
The Montgomery [Private] Fund
Seeks to produce absolute returns, mindful of capital preservation, from a concentrated portfolio of high-quality Australian and NZ businesses exhibiting powerful competitive advantages. For investors with more than $1 million to invest.