• Join us and Polen Capital for an engaging discussion on the state of high-quality global growth investing. Register now

How does Roger Montgomery’s portfolio survive downturns?

How does Roger Montgomery’s portfolio survive downturns?

A rational investment approach is the only way to protect your portfolio in times of economic uncertainty. In this appearance on Lunch Money, Roger Montgomery shares with investors his strategy of buying great businesses when they are cheap. Roger also reveals his Value.able intrinsic valuations for Hutchison, ANZ and Woodside. Watch the interview.


Roger 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.

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


find out more


Post your comments