Australian Eagle Asset Management Partnership
With a consistent investment process and compelling track record over 17 years, Montgomery’s domestic all-cap equity portfolios are led by Sean Sequeira and Alan Kwan.
The Montgomery Fund
Aims to provide long-term compounding growth by investing in a concentrated portfolio of 25 to 35 high quality businesses listed on the Australian Securities Exchange (ASX).
The Montgomery [Private] Fund
Seeks to produce absolute returns, mindful of capital preservation, from a portfolio of very high-quality Australian businesses exhibiting powerful competitive advantages. For investments of $1 million or more.
Led by Dominic Rose and Gary Rollo, the team builds a style-neutral portfolio of higher quality, undervalued, innovative and emerging companies with growth potential and 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.