Discuss the Private Fund


The Montgomery [Private] Fund

Fund Established

December 2010

Number of Investors

267

Size of the Fund *As at 29/02/2024

$217.4m


Benefits

  • The flexibility to preserve capital and hold 100% in cash at times in order to manage risk
  • Investors enjoy a high level of personalised contact and access
  • Distributions may carry imputation or other tax credits
Montgomery is regarded as a ‘focused’ or ‘high conviction’ investment manager. We apply a proprietary and original valuation method. We aim for capital preservation first, and positive long-term returns irrespective of the direction of the market.
Roger Montgomery
Chief Investment Officer

If you would like to discuss investing in The Montgomery [Private] Fund, please complete the form below and a Montgomery Investment Management representative will contact you.

Funds

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Australian Equities

Income

Global Equities