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. Investments start from $1 million and entry is by invitation or referral 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 More
In this video Roger Montgomery provides his key observations on The Montgomery [Private] Fund's investment approach, strategy to minimise risk and the qualities we look for in companies we invest in.