HAPPY FIRST BIRTHDAY

LAUNCHED ON 20 SEPTEMBER 2019, THE MONTGOMERY SMALL COMPANIES FUND  IS COMING AROUND FOR ITS FIRST ANNIVERSARY AND WE ARE VERY PLEASED WITH ITS PERFORMANCE. TO 31 AUGUST 2020, THE PORTFOLIO MANAGERS, GARY ROLLO AND DOMINIC ROSE, HAVE DONE AN EXCELLENT JOB DELIVERING OUT-PERFORMANCE OF 19%, AFTER ALL EXPENSES. 

APPLY TO INVEST TODAY

MKAX: COMPOUND YOUR WEALTH WITH CONVENIENCE

IN THIS WEBINAR RECORDING ANDREW MACKEN AND CHRIS DEMASI DISCUSS HOW MKAX INVESTS, KEY TRENDS DETERMINING HOW TO FIND WINNING OPPORTUNITIES AND MONTAKA'S PROCESS FOR IDENTIFYING WINNING BUSINESSES IN HIGHLY ATTRACTIVE MARKETS.

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WHITE PAPERS

WINNING IN THE AGE OF ENTERPRISE DIGITAL TRANSFORMATION

THE PANDEMIC HAS SEEN ORGANISATIONS PICK UP THE PACE OF THEIR
DIGITAL TRANSFORMATIONS. IN OUR LATEST WHITEPAPER, WE DISCUSS
WHY THIS TREND PRESENTS SIGNIFICANT OPPORTUNITIES FOR INVESTORS.

DOWNLOAD WHITEPAPER

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

September 16, 2020

Macquarie offers three reasons to be optimistic

By Roger Montgomery

With so many economies and businesses on their knees, numerous market commentators are pessimistic about the near-term future of global share markets.   But Macquarie Bank’s Chief Economist and Global Head of Macro Strategy, Ric Deverell, is not one of them. He’s just released a chart pack that offers three reasons to be optimistic.
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September 3, 2020

Why we continue to like Reece Limited

By Stuart Jackson

The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years. Encouragingly, the company recently reported healthy trading during the COVID-19 period. With renovation activity forecast to rise over the next 12 months, I think this is definitely a business that investors should be watching.
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September 2, 2020

Redbubble – A COVID-19 winner with global ambitions

By Joseph Kim

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to online. One such business has been Redbubble – a growing online marketplace providing print-on-demand products based on user-submitted artwork.
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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.
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).
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.
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.
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.

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.
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.
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.
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.