We Invest in Value

Montgomery invests in high-quality domestic and global businesses, not stocks.

Learn more about our unique process

About Us

Montgomery Investment Management is one of Australia’s leading boutique fund managers. We invest close to $1.4 billion in Australian and global equities on behalf of clients.

Leadership

Montgomery Investment Management (MIM) was founded in 2010 by high-profile fund manager and market commentator Roger Montgomery.

Roger is our Chief Investment Officer and the author of the best-selling book Value.able. He works closely with our Head of Research Tim Kelley and our CEO David Buckland, who oversees our team of more than 20 experienced and knowledgeable individuals.

In 2015, we established Montgomery Global Investment Management (MGIM), which is led by Andrew Macken as Chief Investment Officer.

Most recently, we welcomed Gary Rollo and Dominic Rose under the new joint venture, Montgomery Lucent Investment Management (MLIM). The pair launched our Small Companies Fund in September 2019, enabling us to offer a small caps option to investors for the first time.

MIM, MGIM and MLIM are each owned by their respective investment teams and senior management, who also invest their own money in the funds. That ensures our interests are closely aligned with yours.

Our funds

We believe a portfolio of high-quality businesses with bright prospects, purchased below their intrinsic value, will outperform over the long term. We also believe that focusing on such stocks is the key to preserving your capital.

Our firm manages a range of Australian and global wholesale and retail value-focused funds, including a market-neutral fund, for private clients and the clients of financial advisers.

We offer global long/short investment strategies through our Montaka funds and recently listed the Montgomery Global Equities Fund on the ASX (ASX: MOGL). This created an active ETF that mirrors our unlisted Montgomery Global Fund.

The latest fund to launch, the Montgomery Small Companies Fund, invests in 30 to 50 high-quality Australian and New Zealand small and emerging companies with competitive valuations and strong growth potential. It also considers pre-IPO opportunities.

Client focus

We pride ourselves on maintaining a high level of communication with our clients and educating investors. And, because we want to know who we are working for, we are dedicated to building long-term relationships and to being available to you at all times.

How we invest

We are value investors, read more about what makes us unique

From our Founder & Chief Investment Officer

“In all of our communications and educational initiatives we encourage investors to see the market as a place to buy a share of high-quality businesses that have strong long-term growth prospects – not a casino where you bet on stocks.

We also encourage them to preserve their wealth by only buying into businesses at a price that represents good value.

Then we practise what we preach in our funds – it’s not rocket science, but it takes discipline and diligence to review all the opportunities out there and only invest in the very best ideas.

That’s what we strive to do every day, while maintaining great relationships with our clients.” Roger Montgomery

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
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Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
Learn More

Montgomery Small Companies Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Our Private Office

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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.
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.
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

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.
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 $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.