MONTGOMERY

Our company was founded by Roger Montgomery in 2010. We are committed to establishing long-term cooperative relationships with individuals and their families by providing excellent investment results, personalized services, and thoughtful honest and transparent communication.

Montgomery Investment Management provides the following fund suites to provide customers with choices and convenience. Our company and team members invest directly in our funds to ensure that our goals align with yours.

The Montgomery Fund invests in 20 to 40 high-quality Australian and New Zealand companies of varying sizes. After in-depth due diligence, our team personally selected these businesses in the hope that they can provide sustainable capital growth and revenue in the long term.

For individuals and households with investments exceeding $1 million, the Montgomery [Private] Fund is a centralized, full value wholesale fund aimed at obtaining absolute returns from a concentrated portfolio of high-quality enterprises of various sizes, selected based on their expected ability to sustainably increase capital growth and income in the long run.

The Montgomery Small Company Fund provides investors with access to smaller high-quality enterprises, and has unique development prospects at different stages of development.

Montgomery collaborates with US fund manager Polen Capital (established in 1979) to provide Australian investors with two global, growth oriented funds.

Approximately 30 high-quality growth companies in the POLEN Capital Global Growth Fund have concentrated portfolio investments from around the world. The fund is expected to open in March 2021.

The POLEN Capital Global Emerging Market Growth Fund provides exposure to high-quality growth enterprises in emerging markets. The fund is expected to open in mid-2021.