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A SPECIAL OFFER, MONTGOMERY SMALL COMPANIES FUND

INVESTORS WHO JOIN THE MONTGOMERY SMALL COMPANIES FUND PRIOR TO 13 DECEMBER 2019 WILL RECEIVE A MANAGEMENT FEE REBATE QUARTERLY. FIND OUT MORE.

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THE ANATOMY OF THE AUSTRALIAN SMALL CAP MARKET

WE LIKE SMALL COMPANIES WITH STRONG GROWTH POTENTIAL, ESPECIALLY IF THEY ARE RELATIVELY UNDISCOVERED.

HERE ARE THE FOUR SEGMENTS WE USE TO CLASSIFY THE SMALL-CAP UNIVERSE.

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WELCOME

MONTGOMERY WELCOMES
RESPECTED FUND MANAGERS
GARY ROLLO AND DOMINIC ROSE
TO THE TEAM

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YOU'VE MADE IT. KEEP IT

OUR PURPOSE IS THE PRESERVATION AND GROWTH OF YOUR CAPITAL, IN THAT ORDER.

DISCOVER OUR PRIVATE OFFICE FOR $1M+ INVESTMENTS

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WE SEARCH THE WORLD FOR THE BEST STOCKS

OUR TEAM LOOKS FOR THE BEST 15 TO 30 UNDERVALUED GLOBAL
STOCKS TO DELIVER LONG-TERM GROWTH.

DISCOVER THE STRONG RETURNS DELIVERED
BY THE MONTGOMERY GLOBAL FUND.

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Our Private Office

Montgomery’s Private Office focuses on the best vehicles and strategies for investments starting from $1 million.

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Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Consider the product disclosure statement before making an investment decision. Please read our Financial Services Guide for more information.

Discover Montgomery

Montgomery manages value-oriented funds focused on ownership of high quality businesses and generating superior returns over the long term. Read more about our investment approach.

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Investor Insights & Media

September 27, 2019

Can high profit margins hurt?

By Andrew Macken

Much has been written about Kraft Heinz (NASDAQ: KHC): a business which names Warren Buffett’s Berkshire Hathaway as its largest shareholder and one with a stock price that has declined by around 70 percent over the last two years.
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September 5, 2019

Holding for the long-term

By George Hadjia

“Our favorite stock holding period is forever” Warren Buffett once mused. On the surface this might sound at odds with the adage of buy low and sell high, given the absence of any selling. It’s worth exploring what Buffett meant, and the circumstances in which it might make sense to follow this piece of advice.

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September 2, 2019

What does life cycle investing mean?

By Dominic Rose

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions.
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
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.
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Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
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Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
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New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
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Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.
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Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
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.
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Unlisted from $50,000

Montaka Global Access Fund

Global
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.
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Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.
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