Small companies have been a rewarding asset class for investment capital over the long term
Gives investors access to companies often under-researched by the sell-side brokers
The fund invests in the next generation of small and emerging companies that have an exceptional ability to compound in value
My experience tells me it’s critical to meet the management teams of the small companies. Dominic and I have literally pounded the pavement for years doing hundreds of meetings. We’re looking to form a partnership with management and talented founders. We’re looking for management that can deliver, and that’s what turns a good business into a good investment.
Please complete the form below to receive full documentation on the Montgomery Small Companies Fund.
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.