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).
Australian Eagle Trust Long Short Fund
Seeks to provide capital growth and outperformance over the long term through leveraged investment in Australian shares by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
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.
Montgomery Lucent Partnership
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.