Investor Insights

Media Clips

November 29, 2019

Seven questions with Roger Montgomery

By Roger Montgomery

William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
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November 12, 2019

In the studio with Roger Montgomery

By Roger Montgomery

In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.
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November 12, 2019

Does the markets reflect current economic conditions?

By Roger Montgomery

In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.
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November 11, 2019

A structural growth stock the market is overlooking

By Gary Rollo

In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
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November 7, 2019

Montaka Global Investments wins award

By Scott Phillips

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy.
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October 31, 2019

Spark Your Fire; Property Vs Shares

By Roger Montgomery

Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.
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October 18, 2019

It’s tough on the home front

By Roger Montgomery

In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? Read here.
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October 10, 2019

Avoiding a recession low rates won’t fix

By Roger Montgomery

In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.
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October 10, 2019

Bulls, bonds and brain damage

By Roger Montgomery

In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
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October 9, 2019

Money News 08.10.2019

By David Buckland

David Buckland joined Ross Greenwood on Money News to discuss the impact of the RBA attempting unconventional methods of stimulating the economy. This includes printing more money or negative interest rates.
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October 4, 2019

Don’t assume rates will go to zero

By Roger Montgomery

In this article for the Australian Roger discusses the thought that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way. So what if interest rates don’t go to zero? Read here.  
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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.