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FAREWELL FISCAL 2020, HELLO FISCAL 2021

TWELVE MONTHS BACK, WHO COULD HAVE PREDICTED THE WORLD WOULD BE IN THE STATE IT’S CURRENTLY IN?  AND YET, DESPITE THE PANDEMIC-INDUCED TURMOIL, SOME WORLD MARKETS ARE NOT THAT FAR FROM WHERE THEY WERE A YEAR AGO.  HERE’S A QUICK LOOK AT THE YEAR THAT WAS.

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REWARDING PATIENT INVESTORS

OUR COMMON-SENSE VALUE INVESTING
APPROACH HAS STOOD THE TEST OF TIME

SINCE INCEPTION, THE MONTGOMERY FUND HAS RETURNED
95.40% OUT PERFORMING ITS BENCHMARK BY 10.79%.

Data to 31/05/2020, The Montgomery Fund inception date is 17/08/2012.
Benchmark: S&P/ASX 300 Accumulation Index

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CLOUD MEGATREND WITH GARY ROLLO

CLOUD COMPUTING IS A GLOBAL MEGATREND THAT IS BEING LED BY TECHNOLOGY GIANTS MICROSOFT, AMAZON AND GOOGLE IN A MARKET THAT IS GROWING AT 30% PER ANNUM.

IN THIS PODCAST FOR EL&C BAILLIEU, GARY IDENTIFIES SOME OF THE KEY AUSTRALIAN  COMPANIES THAT PLAY TO THE CLOUD THEME INCLUDING NEXTDC, MEGAPORT AND BIGTINCAN.

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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

June 23, 2020

Why we are reducing risk by focusing on quality and size

By Roger Montgomery

Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work.   But we’ve been very selective about the companies we bought. We added to our holdings in Macquarie Financial Group, Westpac, Commonwealth Bank, and Scentre Group.  And we are building additional positions in undisclosed stocks.
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June 23, 2020

Cloud megatrend with Gary Rollo

By Gary Rollo

Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum.
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June 23, 2020

Why I’m not a fan of the Fed buying corporate bonds

By Roger Montgomery

In March, the U. S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created another time bomb that future generations will have to defuse.
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June 17, 2020

One opportunity we found during this crisis – Bapcor

By Dominic Rose

During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly.
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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

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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