Our Private Office strives to provide superior long-term returns via our unique, focused and common-sense investment approach. We are also committed to keeping you well-informed and being available to you at all times. Strategies under our private office are available to wholesale investors only.
Investors can access any of our funds via the Private Office personal service.
A concentrated, all-cap wholesale Australian equities fund seeking to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount.
Find Out MoreIn this video Roger Montgomery provides his key observations on The Montgomery [Private] Fund's investment approach and the qualities Montgomery and Australian Eagle look for in companies we invest in.
Your opportunity to invest in the Aura Private Credit Income Fund. A track record of attractive monthly income from a large diversified portfolio of small to medium enterprise loans
Find Out MoreBrett Craig spoke with James Marlay from Livewire as part of their 2023 Income Series to share his views on the drivers for this income opportunity, how the current economic environment is impacting various sectors of the economy and where he is seeing opportunities to generate income. Please note that the video refers to the Aura High Yield SME Fund, which is now known as the Aura Private Credit Income Fund.
Roger Montgomery joins DAFM Founder and Director Clint Maddock to introduce the Digital Income Fund – Digital Income Class, explaining its market-neutral approach to Bitcoin and Ethereum futures, consistent track record, and how it provides Australian investors access to a new, uncorrelated asset class.
Roger Montgomery and DAFM Founder and Director Clint Maddock discuss the Digital Income Fund – Bitcoin Index Class, which offers wholesale investors direct Bitcoin exposure through a secure, professionally managed Australian unit trust. The Fund targets returns above Bitcoin’s price and provides a simple, regulated way to access Bitcoin without the complexity of wallets or private keys – ideal for investors comfortable with higher volatility.
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