Roger Montgomery
About
Roger Montgomery is from Sydney, New South Wales, Australia. Roger is currently Founder and Chief Investment Officer at Montgomery Investment Management Pty Ltd, located in Sydney, New South Wales, Australia.
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Roger Montgomery's current jobs
Montgomery Investment Management is singularly focused on strong investment performance. Founded by Roger Montgomery, Montgomery Investment Management and its team of 17 manage more than $1.3 billion for investors with a conservative rather than conventional, value-based approach and decades of investment experience, expertise and insights. The boutique Investment Management Office of Montgomery is independent, managing funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations. Montgomery also co-founded Montaka Global Investment Management Management Montgomery manages: • Montgomery [Private] Fund – a wholesale Australian equities fund, $1,000,000 minimum to invest. • The Montgomery Fund - Australian long-only minimum $25,000 to invest. • Montgomery Global Fund - Global long-only, minimum of $25,000 to invest. • Montaka Global Access Fund - Global Long/Short minimum $50,000 to invest. • Montaka Global Fund - Absolute Global Long/Short, minimum investment $1million offering the opportunity to benefit from both rising and declining businesses. • Montgomery Alpha Plus Fund - Australian equities quantitative market neutral fund, minimum $50,000 to invest. To invest with Montgomery, visit http://www.montinvest.com