Roger Montgomery founded the boutique investment management office Montgomery Investment Management Pty Ltd, montinvest.com, in 2011 following a successful career as a fund manager, public company Chairman and most recently, best-selling author.
Montgomery Investment Management is independent, managing funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations. Investors benefit from private ownership, a single fund focus - The Montgomery [Private] Fund, and from an individual relationship that includes access to the investment ideas generated.
Roger Montgomery is particularly passionate about making successful stock market investing within the reach of everyone. In 2010 Roger published his first stock market guide book, Value.able, a step-by-step guide to valuing the best stocks and buying them for less than they’re worth. Selling out in just fourteen weeks, Value.able Second Edition is now available exclusively at www.rogermontgomery.com.
Alan Kohler has referred to Roger as “one of the nations smartest and most successful value investors” and Ross Greenwood has described him as “one of Australia’s best-regarded stock market investors” and as a man who “invests well, not often”. Of Value.able, Ross Greenwood wrote “Value.able as a hidden gem. For people who want to understand how to genuinely value a business before investing, rather than “hitting and hoping”, this is a book you simply must read. The very best investors in the world are “value” investors. They don’t invest all the time – only when the market values and business conditions are ripe. This discipline is fully explained in Value.able and time spent here will be potentially highly rewarding for readers“.
Roger appears fortnightly on Paul Turton’s ABC Statewide Drive program, weekly on Ross Greenwood’s Money News program on 2GB, Trading Matters on CNBC and Market Moves, Your Money Your Call and Peter Switzer’s Switzer TV on the Sky Business Channel. Roger also writes his ValueLine column for Alan Kohler’s Eureka Report and frequently appears on the ABC for Lateline Business, Business Today, The 7.30 Report and the Midday News.