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Many Happy Returns

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Many Happy Returns

The Montgomery Fund’s special brand of value investing has produced a successful track record since inception.

We have continued to strive towards providing our investors with the benefits of the upside, with less exposure to the downside. This Easter’s Whitepaper reveals why the Fund has performed well and what key differentiating features support this pattern.


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Investors who either do not have the time or the inclination to follow the share market so closely, may want to consider outsourcing some of the management of their funds to Montgomery Investment Management.

To learn more about our funds, please click here, or contact David Buckland, on 02 8046 5000 or at dbuckland@montinvest.com.


Scott joined Montgomery Investment Management in 2013. Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.

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.

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  1. alan ferguson

    I think I heard in passing… On the recent breakfast meeting video, that one of your team was tasked with identifying and analysing overseas opportunities.

    I am not closed to this idea, quite the contrary, but it is my understanding that the Montgomery Fund’s stated field of activity is only Aus/NZ stcks.

    Have I missed some announcement from you that MIM plans to deviated from the charter that it has defined for itself and expand into compelling global opportunities? Or have I simply misunderstood the context of the breakfast banter?

    kind regards


  2. Brad Wilsdon-Smith

    Thankyou to everyone at TMF. Your transparent approach to communication around investment methodology and fund performance is greatly appreciated. I hope you all enjoy the well earned break.

  3. Great article by Scott Phillips. Very insightful. Keep them coming and we’ll stay interested.
    Cheers and have a Happy Easter.

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