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Montgomery Investment Management

A UNIQUE, FOCUSED APPROACH. Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies. Investors benefit from an emphasis on transparency and communication, and a dedication to long-term relationships. Montgomery is owned by its staff who are also investors in the funds. WINNER - MONEY MANAGEMENT.

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Montgomery Investment Management | montinvest.com Reviews

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A UNIQUE, FOCUSED APPROACH. Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies. Investors benefit from an emphasis on transparency and communication, and a dedication to long-term relationships. Montgomery is owned by its staff who are also investors in the funds. WINNER - MONEY MANAGEMENT.

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Montgomery Investment Management | montinvest.com Reviews

https://montinvest.com

A UNIQUE, FOCUSED APPROACH. Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies. Investors benefit from an emphasis on transparency and communication, and a dedication to long-term relationships. Montgomery is owned by its staff who are also investors in the funds. WINNER - MONEY MANAGEMENT.

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montinvest.com

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The Montgomery Fund | Montgomery Investment Management

https://www.montinvest.com/tmf

COMPARATIVE RETURNS TO 31/07/16 (AFTER ALL FEES). ASX 300 Accum. Index. Returns since inception (17 Aug 2012). S&P 300 Accum. Index. The Montgomery Fund is an open-ended unit trust with a minimum initial investment of $25,000. Established in August 2012, The Montgomery Fund aims to achieve long term capital and income growth through investment in the shares of Australian and New Zealand businesses. To join The Montgomery Fund, please click APPLY NOW. Would you prefer to talk it over? Yes - all individual...

2

Our Philosophy | Montgomery Investment Management

https://www.montinvest.com/our-philosophy

We are investors. We are not speculators. We approach the stock market not as a venue for trading stocks - placing bets on prices moving up or down, but as a venue to purchase small pieces of businesses with the power to grow their worth over time. Investing with Montgomery requires some rejection of conventional attitudes towards the stock market and short-term measurement. Our philosophy is appropriate for the patient investor. Investment decisions are based on individual company merits and the price a...

3

Montgomery Global Fund | Montgomery Investment Management

https://www.montinvest.com/mgf

COMPARATIVE RETURNS TO 31/07/16 (AFTER ALL FEES). MSCI World Net Total Return Index A$. Returns since inception (1 Jul 2015). MSCI World Net Total Return Index A$. This fund commenced 1 July 2015 and has not had a distribution payment as yet. Capital preservation will be enhanced by the Fund’s ability to hold up to 30% of the portfolio in cash, and more in extreme circumstances. To join the Montgomery Global Fund, please click APPLY NOW. Would you prefer to talk it over? Where does the Fund invest? The F...

4

Our Team | Montgomery Investment Management

https://www.montinvest.com/our-team

At Montgomery, we have an unwavering dedication to long term returns. And anchored by more than twelve decades of combined experience, here is the team committed to delivering them. Investors can depend on a singular focus on returns, staff ownership of the firm and a personal relationship. Bachelor of Commerce (Double Major in Marketing and Economics), Bachelor of Laws. Before moving to financial services, Jodene worked for leading Australian law firms Mallesons Stephen Jaques and Gilbert Tobin. Paul ha...

5

Advisers Login | Montgomery Investment Management

https://www.montinvest.com/advisers

This section is for licensed financial professionals only. Please complete the details below to access this page. Logging in once will give you ongoing access.

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rogermontgomery.com

Global opportunities (27/05/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/global-opportunities-27052015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. May 27, 2015. MORE ARTICLES BY Roger. You are reading an article about: Video Insights. Buying bonds: like it or not! May 26, 2015. Share prices are staying down? May 27, 2015. June 21, 2016. Montaka Global Access Fund (17/11/2015). November 17, 2015. If anyone...

rogermontgomery.com

What’s going on in Greece? (30/06/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/whats-going-on-in-greece-30062015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. What’s going on in Greece? June 30, 2015. What’s going on in Greece? MORE ARTICLES BY Scott. You are reading an article about: Video Insights. June 29, 2015. June 30, 2015. Making Cents, Not Making Sense. July 20, 2016. August 23, 2016. June 15, 2016. Reports w...

rogermontgomery.com

Pop « ROGER MONTGOMERY

http://rogermontgomery.com/pop

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. August 13, 2015. Do we have a property bubble in Australia? So when you see them make wholesale changes to the way banks carry out investment lending, such as they have recently, you have to ask yourself – why? In recent weeks, on top of forcing the major banks...

rogermontgomery.com

Man + Machine (10/06/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/man-machine-10062015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. June 10, 2015. MORE ARTICLES BY Christopher. You are reading an article about: Video Insights. Consolidation in the corporate telecom space. June 9, 2015. Trouble for travel agencies? June 10, 2015. Making Cents, Not Making Sense. July 20, 2016. August 23, 2016.

rogermontgomery.com

Why we like Apple (4/08/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/why-we-like-apple-4082015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. Why we like Apple (4/08/2015). August 4, 2015. Why we like Apple (4/08/2015). MORE ARTICLES BY Andrew. You are reading an article about: Video Insights. Is something going right at Echo? August 3, 2015. Iron-ore’s train wreck. August 4, 2015. August 23, 2016.

rogermontgomery.com

Upcoming Appearances « ROGER MONTGOMERY

http://rogermontgomery.com/upcoming-appearances

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Montgomery team members appear regularly on television and radio, and in the press, including theÂ ABCâ s Midday News,. With Ticky Fullerton and the. Â radio program; Ross Greenwoodâ sÂ. Â program onÂ 2GB and Sky News Business Channelâ s. Your Money Your Call. We write regular scheduled columns for. Media appearances are detailed below:. ABC TV (Channel 2). Your Money Your Call.

rogermontgomery.com

Performance, people, products (15/06/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/performance-people-products-15062015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. Performance, people, products (15/06/2015). June 16, 2015. Performance, people, products (15/06/2015). MORE ARTICLES BY David. You are reading an article about: Video Insights. Watch out for rising bond yields (Part 2). June 15, 2015. June 16, 2015. Having deli...

rogermontgomery.com

The impact of the falling Australian dollar (21/07/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/the-impact-of-the-falling-australian-dollar-21072015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. The impact of the falling Australian dollar (21/07/2015). July 21, 2015. The impact of the falling Australian dollar (21/07/2015). MORE ARTICLES BY Stuart. You are reading an article about: Video Insights. Are you banking on heavy weights? July 20, 2015. By reg...

rogermontgomery.com

China’s fixed asset investment (11/08/2015) « ROGER MONTGOMERY

http://rogermontgomery.com/chinas-fixed-rate-investment-10082015

ROGER MONTGOMERY Re-inventing the way you invest. Subscribe now for access to exclusive insights and montgomery white pages. Welcome to the new Roger Montgomery website! You will notice there are some changes across the site, watch our video here. China’s fixed asset investment (11/08/2015). August 11, 2015. China’s fixed asset investment (11/08/2015). MORE ARTICLES BY David. You are reading an article about: Video Insights. Comparing NAB to ANZ. August 10, 2015. Confidence in the Australian market.

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Montgomery Investment Management

A UNIQUE, FOCUSED APPROACH. Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies. Investors benefit from an emphasis on transparency and communication, and a dedication to long-term relationships. Montgomery is owned by its staff who are also investors in the funds. WINNER - MONEY MANAGEMENT.

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