Montgomery Investment Management is committed to preserving and growing clients' capital. Founded by Roger Montgomery in 2010, our firm is made up of 16 highly experienced individuals who are dedicated to developing long-lasting relationships with individual clients and their families. Our relationships are built on superior investment outcomes, personalised service, transparent communications and considered insights. We invest in high-quality companies in Australia and New Zealand through three Australian funds. We also partner with the US-based fund manager Polen Capital to offer global growth-oriented funds to Australian and New Zealand investors. Montgomery and its team members invest directly in the firm's funds, ensuring our objectives are aligned with those of our clients. Learn more at www.montinvest.com.Our fund offering can be viewed here: https://www.montinvest.com/our-funds/Team InsightsFollow https://rogermontgomery.com/ to keep up with our latest thinking, economic, industry and company analysis.

Website: montinvest.com

Employees: 20 - 49

HQ:

Location: Sydney, NSW, AU

Revenue: 2.5 - 5 Million

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Montgomery Investment Management Pty Ltd is a Sydney-based investment management firm committed to delivering superior investment outcomes for its clients. Founded by Roger Montgomery in 2010, the company has grown to a team of 16 experienced professionals who are dedicated to building long-lasting relationships with individual clients and their families. Montgomery Investment Management offers three Australian funds that invest in high-quality companies in Australia and New Zealand, as well as global growth-oriented funds in partnership with Polen Capital. The firm's investment approach is centered around transparency, personalized service, and considered insights. The team invests directly in the firm's funds, ensuring their objectives are aligned with those of their clients. Montgomery Investment Management has a strong track record of delivering impressive investment returns, with its flagship fund, the Montgomery Fund, outperforming the S&P/ASX 200 Index since its inception. The company's commitment to excellence is reflected in its industry recognition, including being named as a finalist for the 2020 Money Management Fund Manager of the Year Awards. Montgomery Investment Management is a licensed Australian financial services firm, and its funds are open to both retail and wholesale investors. With a focus on preserving and growing clients' capital, Montgomery Investment Management is a trusted partner for those seeking expert investment management services.

Montgomery Investment Management is a company that helps people grow their money. It was started by Roger Montgomery in 2010, and it has 16 employees who are very good at what they do. They work with individuals and families to create long-lasting relationships. They do this by giving them good investment advice, personalized service, clear communication, and smart insights. They invest in high-quality companies in Australia and New Zealand through three different funds. They also work with a US-based company called Polen Capital to offer global growth-oriented funds to Australian and New Zealand investors. The people who work at Montgomery Investment Management invest their own money in the same funds as their clients, so they want the same thing as their clients - to make money. You can learn more about them by visiting their website, montinvest.com. They have a page that shows all the funds they offer. You can also follow Roger Montgomery's website, rogermontgomery.com, to keep up with their latest ideas and analysis.