Montgomery Investment Management
Montgomery Investment Management is a boutique investment management firm with domestic and international investment portfolios. MIM focuses on a value-based approach and investors benefit from the unique blend of insights, focus, and temperament offered by a dedicated team of owners and analysts with twelve decades of investing, business, and investment banking experience.
MONTGOMERY INVESTMENT MANAGEMENT FUNDS
The Montgomery Fund
An Australian equities fund, with a minimum of $25,000 to invest.
Montgomery Global Fund
A fund that invests in global growth and income opportunities, with a minimum of $25,000 to invest.
Montaka Global Access Fund
The Fund provides retail investors with access to a sophisticated investment strategy they would not otherwise be able to access, with a minimum of $50,000 to invest.
Montgomery [Private] Fund
A wholesale Australian equities fund, with a $1,000,000 minimum initial investment.
Montaka Global Fund
An absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from both rising and declining businesses.
Montgomery Alpha Plus Fund
An Australian equities market neutral fund, with a minimum of $50,000 to invest.
Montgomery Global Equities Fund (ASX:MOGL)
An Exchange Traded Managed Fund that provides access to a portfolio of 15-30 extraordinary under-valued global companies.
Montgomery Small Companies Fund
An Australian equities small-cap fund, with a minimum of $25,000 to invest.