The flexibility to preserve capital and hold 100% in cash at times in order to manage risk
Investors enjoy a high level of personalised contact and access
Distributions may carry imputation or other tax credits
Montgomery is regarded as a ‘focused’ or ‘high conviction’ investment manager. We apply a proprietary and original valuation method. We aim for capital preservation first, and positive long-term returns irrespective of the direction of the market.
RogerMontgomery
Chief Investment Officer
To register your interest in The Montgomery [Private] Fund, please complete the form below and a Montgomery Investment Management representative will contact you.
