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SMALL COMPANIES HAVE BIG POTENTIAL

EVERY BIG AUSTRALIAN COMPANY ON THE ASX STARTED OUT SMALL ONCE. THE MONTGOMERY SMALL COMPANIES FUND SEEKS HIGH QUALITY, UNDERVALUED SMALL AND EMERGING COMPANIES WITH STRONG GROWTH POTENTIAL. WE BELIEVE IN THE POWER OF SMALL COMPANIES.

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OUR OBJECTIVE THROUGH THE DOWNCYCLE WAS TO TAKE ADVANTAGE OF OPPORTUNITIES BUT NOT AT ANY COST OF ANY RISK.

TO 31 JULY 2020, AT JUST TEN MONTHS OLD, THE MONTGOMERY SMALL COMPANIES FUND HAS RETURNED 7.95% NET OF FEES, OUTPERFORMING THE BENCHMARK, THE S&P/ASX SMALL ORDINARIES ACCUMULATION INDEX, BY 15.16%.

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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.

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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

August 14, 2020

Optum – a hidden gem in US healthcare

By Andrew Macken

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed world, demand for healthcare in the US will only accelerate as the baby boomers continue to retire en masse.
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August 4, 2020

Uniti Wireless looks set to keep growing

By David Buckland

Since listing on the ASX in January 2019, the share price of broadband provider, Uniti Wireless (ASX:UWL) has enjoyed spectacular growth. From an IPO price of 25 cents, shares have rocketed to $1. 60, with the business growing via consolidation. The upcoming merger with OptiComm Limited (ASX:OPC) will make the business even stronger.
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August 3, 2020

Why it’s time to focus on quality businesses

By Roger Montgomery

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop. ” His observation could well be applied to the ballooning value of many technology companies, some of which have never made a profit, and possibly never will.
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July 21, 2020

Three reasons we continue to like Woolworths

By Joseph Kim

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook for the company over the medium term, even after the recent rally in its share price.
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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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UNLISTED FROM $25,000

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

New Fund

Montaka Global Extension Fund (ASX: MKAX)

GLOBAL
An ASX-quoted managed fund, typically, the Fund seeks to hold 15 to 30 long positions and partially offsets these with 10 to 40 short positions, operating with 130% exposure to its long portfolio and 30% exposure to its short portfolio, resulting in a net market exposure of around 100%. Features a target distribution yield of 5% per annum.
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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 $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
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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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