With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.
Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.
Whether investing in Australian equities, including innovative long/short strategies, Australian small caps, global large caps, global small and mid-caps and private credit strategies, our adaptability aims to ensure financial security amid constant change.
While growth remains essential for many of our investors in their 60s and beyond, the need for immediate income takes on greater urgency. And for those in their 70s and 80s, reducing investment volatility becomes paramount.
Sound familiar?
Around a year ago, I attended a friend’s inaugural solo photography exhibition. While admiring his stunning aerial images of the Top End and Western Australian coastline, I was approached by his father, John, a seasoned investor with whom I’ve shared market insights for decades. Without preamble, he stated, “Roger, I’m done with stocks. I lack the time and no longer desire the volatility.”
It’s precisely for investors like John – and perhaps for you – that we formed a partnership with Brett Craig and his team at Aura Credit Holdings, who have managed private credit income funds for more than seven years.
What is private credit?
This is exclusive content to subscribers on rogermontgomery.com. View the full article via your subscription or sign up for access.