Compelling reasons to add private credit to your portfolio today
With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.
Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.
Whether investing in Australian equities, including innovative long/short strategies, Australian small caps, global large caps, global small and mid-caps and private credit strategies, our adaptability aims to ensure financial security amid constant change.
While growth remains essential for many of our investors in their 60s and beyond, the need for immediate income takes on greater urgency. And for those in their 70s and 80s, reducing investment volatility becomes paramount.
Sound familiar?
Around a year ago, I attended a friend’s inaugural solo photography exhibition. While admiring his stunning aerial images of the Top End and Western Australian coastline, I was approached by his father, John, a seasoned investor with whom I’ve shared market insights for decades. Without preamble, he stated, “Roger, I’m done with stocks. I lack the time and no longer desire the volatility.”
It’s precisely for investors like John – and perhaps for you – that we formed a partnership with Brett Craig and his team at Aura Credit Holdings, who have managed private credit income funds for more than seven years.
What is private credit?
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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.
