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WHAT’S AHEAD FOR THE BIG FOUR BANKS?

THE AUSTRALIAN BANKS HAVE ENDURED A TURBULENT
FEW YEARS AND 2019 WAS NO DIFFERENT.

GENERATING A TOTAL RETURN OF ONLY 9.5% FOR THE CALENDAR YEAR, WILL THE OUTLOOK IMPROVE IN 2020?

 

STUART JACKSON PROVIDES AN UPDATE
ON THE BANKING SECTOR.

WATCH HERE

WE BELIEVE IN THE POTENTIAL OF SMALL COMPANIES

WE RECENTLY PARTICIPATED IN THE IPO OF MONEYME.
FOUNDED IN 2013, MONEYME HAS OFFERED MORE THAN
$340 MILLION IN LOANS UP TO $25,000 TO MORE THAN 80,000
CUSTOMERS ACROSS AUSTRALIA.

A GROWTH STORY THAT PASSED OUR IPO FILTERS.

FIND OUT MORE
WHITE PAPERS

FINDING ATTRACTIVE RETURNS IN A LOW RATE ENVIRONMENT

IN OUR PART II WHITEPAPER, WE CONSIDER
THE CONSEQUENCES OF A LOW RATE ENVIRONMENT
ON ASSET PRICES – IN PARTICULAR ON EQUITY PRICES. 
WE BELIEVE THE EQUITY MARKET OFFERS INVESTORS
ATTRACTIVE RISK-ADJUSTED RETURNS ON AVERAGE.
WHERE ARE THE OPPORTUNITIES?

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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

January 17, 2020

Montaka’s fourth quarter update

By Andrew Macken

  In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor.
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December 16, 2019

2019 – the year in review

By Joseph Kim

With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents.
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December 10, 2019

A step change for Adairs

By Dominic Rose

As small cap investors, we are constantly seeking money-making opportunities arising from change events. We look for the emergence of specific structural or cyclical factors which have the potential to open up new markets, drive earnings higher or alter market perceptions about business quality or valuation.
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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 $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.
Learn More