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Thank you and Happy Birthday!

Thank you and Happy Birthday!

It’s been another big quarter for Montgomery, and The Montgomery Fund in particular.

You might recall that at the 18-month mark, The Montgomery Fund (‘The Fund’) learned it had attracted an Investment Grade rating from the highly respected research house, Lonsec.

Today, we are delighted to inform you that, coinciding with The Fund’s third birthday, The Montgomery Fund has attracted an upgraded Recommended rating from Lonsec.

As time passes and more years accumulate under The Fund’s belt, we have every confidence industry researchers and their clients will be pleased they made the decision to conduct due diligence and support our unique portfolio approach. Combining A1 businesses, purchased at rational prices, with the ability to preserve investors’ capital, produces innumerable stories and benefits that advisers can discuss and their clients appreciate.

I would like to thank Lonsec for the encouragement their upgrade has provided everyone on the team who has worked tirelessly to produce outstanding results and outcomes for our investors. I would also like to thank everyone here at Montgomery for putting our investors first with both exceptional returns and amazing communication. And most importantly, I would like to thank you – our investors, for your support and respect. We are delighted to be working for you.

If you’re a financial adviser and you would like to discuss The Montgomery Fund in more detail, please contact our Head of Distribution Scott Phillips on (02) 8046 5005, or email him at sphillips@montinvest.com.


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.

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  1. Lucas Hainsworth

    Well done, sorry I am a little late to your party, but I thank you and the team for your efforts and insights.

    I enjoy reading the blog and your insights and thank you for the banter.

  2. I’m sure there are other great funds out there but The Montgomery fund would be the only fund I would suggest to people I know. The reason being the obvious commitment to transparency of the investing process with this blog and TV appearances. This in my opinion separates you from plethora of other funds out there. This is the only fund I know of that has such a detailed blog and I am glad you are being rewarded for this marketing strategy that benefits the entire investment community.

  3. A great effort by all. Due to this sort of performance and capable management, I also recently joined the Montaka Fund.

  4. Concratulations to you Roger and your increasing staff who I enjoy seeing and explaining your companies views, plans and suggestions. Looking down the list though not many women there yet!

  5. Congrats to all!! Excellent & very nice work you guys do day in day out. Well Deserved!!

    Is there some sort of summary report from Lonsec that we have a look by the way?

  6. Congratulations to all at Montgomery

    Outstanding effort both locally and globally

    Thank you all

  7. Congratulations Roger & The Montgomery team. A well deserved recognition of an outstanding performance.

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