Our Private Office strives to provide superior long-term returns via our unique, focused and common-sense investment approach. We are also committed to keeping you well-informed and being available to you at all times. Investments start from $1 million and entry is by invitation or referral only.
Investors can access any of our funds via the Private Office personal service.
A concentrated, all-cap wholesale Australian equities fund seeking to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount.
Find Out MoreIn this video Roger Montgomery provides his key observations on The Montgomery [Private] Fund's investment approach and the qualities Montgomery and Australian Eagle look for in companies we invest in.
Your opportunity to invest in the Aura Private Credit Income Fund. A track record of attractive monthly income from a large diversified portfolio of small to medium enterprise loans
Find Out MoreRoger Montgomery is joined by Brett Craig from Aura Credit Holdings in this update to celebrate the seventh anniversary of the Aura Private Credit Income Fund (previously known as the Aura High Yield SME Fund). They highlight the Fund’s track record of outperforming the stock market with no volatility and consistently providing stable monthly income, even through challenges like COVID. Brett Craig emphasises the Fund's structure, offering a well-diversified loan portfolio, and additional protection through warehouse structures.
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