Roger Montgomery
Roger Montgomery is the Founder, Chairman, and Chief Investment Officer of Montgomery Investment Management, a leading Australian boutique fund management firm. Recognized as one of Australia’s top fund managers, Montgomery brings over 30 years of expertise in investment management, covering equities research, derivatives strategy, trading, and financial advisory. Before launching Montgomery Investment Management in 2010, he held senior roles at prominent financial institutions including Ord Minnett, Jardine Fleming, BT Australia, and Merrill Lynch. In addition to his investment career, Roger Montgomery is a respected financial commentator, frequently appearing on Australian television, radio, and digital media to share insights on markets, value investing, and wealth creation. He is also the bestselling author of Value.able, a highly regarded guide to value investing that has influenced a generation of Australian investors.
Roger Montgomery Professional Experience / Academic History
Professional Experience
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Founder, Chairman and Chief Investment Officer
Academic History
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Bachelor of Commerce
CURRENT AFFILIATIONS
Senior Fellow, Financial Services Institute of Australia
RECOGNITION
2016 Lonsec Emerging Fund Manager of the Year
MEDIA PRESENCE & PUBLICATIONS
Widely described as Australia’s leading value investor, Roger Montgomery is a prominent economic and financial commentator who regularly features across major Australian media platforms.
He is a familiar voice and face on ABC Statewide Drive, 2GB Money News, Switzer TV, and ABC’s The Business, where he shares expert insights on markets, investing, and the economy.
In print, Roger is a fortnightly columnist for The Weekend Australian’s Wealth section, where he has been writing his popular investing column since 2012.
He also contributes regularly to respected financial publications including Cuffelinks (now Firstlinks) and Money Magazine, two of Australia’s leading investment and finance platforms.
Beyond media appearances, Roger is the bestselling author of Value.able, a widely acclaimed guide to value investing that has shaped the investment approach of thousands of Australian investors.