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Montgomery Investment Management would like to make the following important announcement.

Mr David Buckland will be joining Montgomery Investment Management as CEO shortly.  David brings a wealth of experience to Montgomery including 11 years as CEO of ethical fund manager Hunter Hall.  To view the announcement click on the image at left or click this link: Montgomery Press Release

Montgomery intends to continue to deepen and strengthen its management and investment teams to ensure that clients of the wholesale Montgomery [Private] Fund and its institutional mandates can always rely on impeccable service as we focus on continuing to achieve reliable outperformance.

To register your interest in Montgomery Investment Management or to apply to invest visit www.montinvest.com

Posted by Roger Montgomery, Value.able author, SkaffoldChairman and Fund Manager, 30 April 2012.


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. Hi Roger,

    As a trader who had a terrible time investing in the wrong stocks, i thankyou for Skaffold. I have called a few of the directors who run the companies i have invested in to see how the future looks. The problem is as i am not an experienced investor and i dont think im asking the right qestions . I was hoping you could list some basic questions i could put forward to them to better understand if they are on track to grow going forward.
    Thanks Roger

    • Hi John,

      What a fantastic question. if you have the patience, we are working on something that will help you with that and it will be available soon.

  2. Steve Moriarty

    Congratulations Roger. And well done.

    Welcome Aboard David. And best of luck.

    Commiserations Hunter Hall.


  3. Hi,

    How can I receive regular notices that their are new articles on this blog? I have linked to Roger Montgomery on Facebook and receive notices there occassionally. Is their an email notice of new blog posts availalbe?


    • Pat Fitzgerald

      Hi Tony

      I subscribe to the feeds and then I can look at the ‘Unread feeds’ in ‘Windows Live Mail’.

    • Hi Tony,

      I recommend trying an RSS feed reader

      Most internet browsers (ie Internet Explorer, Firefox, Safari etc) have an RSS reader built in and so do most email programs (ie Outlook, Mail etc). Google also have a system called Google Reader (which is by far the best feed reader) but probably more hassle for you than it is worth unless you already have a Gmail email account.

      Whatever reader you choose, it will notify you when a new item has been added to the website.

      The feed addresses for this blog are:
      Blog Posts: http://rogermontgomery.com/feed
      Comments: http://rogermontgomery.com/comments/feed

      Warning: the comments feed gets a lot of posts but it is a great way to keep up with conversations that are occurring across the many blog pages


  4. G’day Roger,
    Sounds like things are ticking over nicely. I checked under the couch and looked in the kid’s money boxes but still can’t scrape together the $1m for the [Private] fund. Anything in the pipeline for the retail investor?
    All the best,

      • Roger this is just what I want to hear! Perhaps time for me to redirect some of my international investments to more value focused management

      • Paul Audcent

        Yes Roger I have a $10K+ fund that I would consider changing over to a retail fund managed by your staff. I await the outcome with interest. I wish I could have bought your book six years ago as I have a lot of negative stocks on my books still. I am loath to sell them as I consider they were bought on purely future investment such as Lynas. So Value Able has helped me recently, good common sense wrapped up in a great book. So thanks for all your blogs, you give great service.

      • Hi Roger
        Congratulations on the appointment. Recruiting quality people is a recognition that the successful Incumbents have a positive view of the Organisation’s future direction and the leader who is steering the future pathway.

        In regards to the retail fund on the way, will it include Australian stocks and will there be a minimum investment requirement.


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