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WHERE TO NEXT?

TO DESCRIBE RECENT MARKET VOLATILITY AS HIGH IS TO UNDERSTATE THE FACTS.  

WHILE IT IS INDEED TRUE THAT THE PANDEMIC IS AS BAD AS WE THOUGHT IT COULD BE, PRICES HAVE NOW ALSO FALLEN CONSIDERABLY.

 SOME OF THOSE STOCKS THAT WERE UNTIL NOW ENJOYING A PERIOD OF PROFITLESS PROSPERITY HAVE FALLEN AS MUCH AS 80 PER CENT.

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HOW SHOULD YOU THINK ABOUT CASH?

ONE OF THE BIGGEST QUESTIONS FACING EQUITY INVESTORS IS WHEN AND HOW TO DEPLOY SURPLUS CASH ONCE COVID-19 CASE NUMBERS ARE MANAGEABLE. ECONOMIC RECOVERY WILL THEN BE A GREATER FOCUS. WHAT IS THE RECOVERY TIME-FRAME?

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FOCUSED ON QUALITY AND VALUE AT ATTRACTIVE PRICES

AN INVESTMENT STYLE THAT MAKES SENSE

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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

April 7, 2020

Are we there yet?

By Roger Montgomery

That’s the question on many investors’ minds these days. And it’s certainly one that our team is starting to ponder as the prices of many high quality businesses become more reasonable. However, before we start investing significant amounts of our clients’ capital, there are four things we want to see.
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March 23, 2020

How should you think about cash?

By Tim Kelley

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.
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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.
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