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Whitepaper: Inside the returns of The Montgomery Fund


Whitepaper: Inside the returns of The Montgomery Fund

The Montgomery Fund’s unique brand of value investing has produced after-fee returns superior to the market and it has also provided investors other benefits. As we extend the successful track record of the Fund we are able to offer meaningful observations about the Fund’s behaviour and demonstrate its characteristics, allowing investors, advisers and investment consultants to assess the merits and the role the Fund can play as an Australian equity investment.

The article reveals why the Fund has performed well and what key differentiating features support this pattern.

Click to read our inside view of The Montgomery Fund

To obtain a copy of the Product Disclosure Statement or view the historical returns for The Montgomery Fund please click here

To discuss investing with Montgomery, please contact David Buckland, on 02 8046 5000 or at dbuckland@montinvest.com.

Chief Executive Officer of Montgomery Investment Management, David has over 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.


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This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice 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 advice from a financial advisor if necessary.


  1. The performance of the Montaka fund hasn’t been so good over the last couple of months…combination of the performance of the short positions and the decline in some stocks such as Apple perhaps?

    • Hi Paul,
      After an excellent 7 months to 31 January 2016, Montaka experienced a tough three months to 30 April 2016.
      Attribution analysis shows the “long positions” made around 5.5 per cent, while the “short positions” lost around 12 per cent.
      The strong rally in the A$ hindered performance by around 7.5 per cent.
      That said, it seems to me the China-related boost which saw steel, iron-ore, several other commodities and the Australian Dollar all enjoy a short sharp bear market rally, is now diminishing.

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