Register your Interest


The Montgomery [Private] Fund

Fund Established

December 2010

Number of Investors

220

Size of the Fund *As at 31/08/2022

$233.8m


Benefits

  • 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.
Roger Montgomery
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.

Funds

View all funds

Australian Equities

Income

Global Equities