Happy Birthday!

Happy Birthday!

The Montgomery Fund celebrates its second anniversary this weekend, and we’d like to take this opportunity to thank all of you for your continuing support and encouragement.

Though it seems the investment landscape is fraught with peril at every turn, we believe that a singular focus on sound businesses purchased at rational prices and held for the long term will not only serve to produce superior long-run returns, but also offer a beacon upon whose light we can rely, to provide guidance and security.

May I also take this opportunity to publicly acknowledge the extraordinary contributions, abilities and personalities that have joined Montgomery to soundly steward the proportion of wealth you have entrusted to us.

To Ellie, Russ, Scott S, Tim, Ben, Andy, Scott P and David, congratulations and thank you. And to our friends at our favourite brokers, our bankers and administrators at Fundhost – thank you, too. We are grateful for your support and service, which helps us focus on performing to the best of our abilities for our investors.

And to you, thank you. We remain at your service and we look forward to working for you for many years to come.

MORE BY RogerINVEST WITH MONTGOMERY

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.