Scott Phillips

Head of Distribution

Working at Montgomery is a very rewarding experience. The high level of collaboration, client focus and pursuit to invest wisely, means we’re passionate to do better for our clients and each other.
Watch video
scott phillips large

ABOUT Scott

Head of Distribution

Bachelor of Commerce, Graduate Diploma in Applied Finance and Investment, Master of Business Administration.

Scott joined Montgomery Investment Management in 2013.

Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.

For financial planning, dealer group and platform enquiries, contact Scott on (02) 8046 5005, or by email.


Chairman and Chief Investment Officer
View Profile
Chief Executive Officer
View Profile
Head of Distribution
View Profile
Portfolio Manager and Head of Fundamental Research
View Profile
Portfolio Manager
View Profile
Portfolio Manager
View Profile
Head of Communications
View Profile
National Account Manager
View Profile
National Account Manager
View Profile
National Account Manager
View Profile
Head of Operations
View Profile
Communications Coordinator
View Profile
Account Manager – Private Clients
View Profile
Research Analyst
View Profile
Director, Senior Analyst and Head of Quantitative Research
View Profile
Joint Portfolio Manager
View Profile
Global Institutional Distribution
View Profile
Chief Operating Officer
View Profile

Have a question? Chat to one of our team members today.

02 8046 5000
David Buckland
Chief Executive Officer
david buckland
Toby Roberts
Account Manager – Private Clients
Toby Roberts Thumbnail

Our Funds

The Montgomery Fund

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

Montgomery Global Fund

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

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

STAY INFORMED WITH OUR LATEST INSIGHTS

Want to know where the market is going or where to invest next? Gain timely and unique insights from our team of experts, delivered in clear and concise language for independent investors like you.

Close

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.