SIZE DOES MATTER WHEN IT COMES TO BETTER RETURNS

OVER THE LAST 12 MONTHS THE MONTGOMERY SMALL COMPANIES
FUND DELIVERED INVESTORS OVER 27% (AFTER FEES) BEATING
THE BENCHMARK FOR SMALL-CAP EQUITIES BY OVER 18%.

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FIVE WAYS INVESTMENT PORTFOLIOS CAN PREPARE FOR GROWING INEQUALITY

THE ONLY CONSTANT IN LIFE, AS THE SAYING GOES, IS CHANGE. WELL, IN 2020, DOMINATED BY THE COVID-19 PANDEMIC, THE RATE OF CHANGE WAS FIERCE. AND INVESTORS NEED TO THINK CAREFULLY ABOUT WHAT THE FUTURE MAY HOLD FOR OUR POST-PANDEMIC WORLD. HERE WE SHARE THE BROAD FORCES MONTAKA ARE OBSERVING IN THE GLOBAL ECONOMY TODAY. 

READ ANDREW’S ANALYSIS

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Our private office

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Investor Insights & Media

December 15, 2020

Why I think share markets will boom in 2021

By Roger Montgomery

As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand.
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December 15, 2020

A review of markets in 2020

By Joseph Kim

With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets.
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December 9, 2020

How to reduce the interest rate on your mortgage

By Andreas Lundberg

A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to.
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December 7, 2020

Our top picks in the mining services space

By Dominic Rose

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
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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.