• Is now the time to rebalance portfolios towards the highest quality company names that have been left behind by the rally? Read here.

And the winner is…

Two young businessmen dressed in business suits and sitting in homemade box cars are ready to race for more business. Both boys are wearing helmets and goggles racing on a road in Utah, USA.

And the winner is…

It’s not every night that a New Zealand-based friend of the firm alerts us to the fact that our global long-only strategy, the Montgomery Global Fund, is currently ranked first by Morningstar in our category over the last three-year period.

It was a nice message to receive on my Google Hangouts chat (shown below). Out of 202 global equity managers around the world (in this particular Morningstar category), the Montgomery Global Fund is currently number one on a trailing three-year basis in our allocated category of World Large Blend funds.




This is a small achievement but one of which the entire Montgomery Global team should be proud. I know each and every team member has worked tirelessly over the last three years to deliver our investors a strong set of results, as well as a continually-building partnership with Montgomery Global.

For the Montgomery Global team – now located between Sydney and New York – our focus is on the next three years of performance; and then the three years after that. We believe our best days lie ahead and we continue to execute our investment process with the utmost discipline, day in, day out, to maximize the probability of success for our investors.

To learn more about the Montgomery Global Fund, please click here.


Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


find out more



  1. Congratulations to the Global team, an impressive achievement to be celebrated!

    Good to see you getting the recognition for the great work you are doing.

  2. Carlos Cobelas

    Congratulations and well done but is that first prize correct?
    According to Netwealth, other funds have delivered higher 3 year results, namely 16, 13 and 12 % pa respectively for the top three.
    But well done anyway and keep up the great work

    • Hi Carlos,

      If you click this link to Morningstar: https://www.morningstar.com.au/Funds/FundReport/40935 and take a look at the table entitled Trailing Total Returns, you will see that The Montgomery Global Fund is ranked number 1 of 202 funds over three years. Note that Morningstar group funds into categories and The Montgomery Global Fund is listed in the Equity World Large Blend category. It could be the other funds you mention are listed in another category. In our category, The Montgomery Global Fund is ranked number 1.

Post your comments