Our partnership with Montgomery

We have a partnership with Montgomery Investment Management (Montgomery) to manage their Australian domestic large-cap equity portfolios.

These portfolios are offered to retail clients through The Montgomery Fund and to wholesale investors through The Montgomery [Private] Fund.

Both funds apply our highly disciplined and fact-based investment process to identify high quality Australian and New Zealand listed companies with the potential to deliver superior long-term outcomes

Montgomery is also an exclusive distribution partner of our Australian Eagle Trust (Long Short Fund), which is available for wholesale and retail investors.

Our partnership with Montgomery commenced on 12 September 2022 and we work alongside the Montgomery Team from their offices in Sydney.

About Montgomery Investment Management

Founded by Roger Montgomery in 2010, Montgomery is an Australian boutique investment manager which looks after investments on behalf of individuals, families, institutions and their advisers.

Montgomery’s goal is to deliver superior long-term investment outcomes for investors in the form of capital preservation, income and growth.

Montgomery has partnered with four expert investment managers from Australia and around the globe to provide investors with access to quality investment opportunities across various asset classes – including Australian and New Zealand equities, global equities and credit income.