Entities

Montgomery Investment Management

Montgomery Investment Management

Acronym
MIM
Location
Founding Date
2010

Montgomery Investment Management is a boutique investment management firm with domestic and international investment portfolios. MIM focuses on a value-based approach and investors benefit from the unique blend of insights, focus, and temperament offered by a dedicated team of owners and analysts with twelve decades of investing, business, and investment banking experience.

MONTGOMERY INVESTMENT MANAGEMENT FUNDS


The Montgomery Fund

An Australian equities fund, with a minimum of $25,000 to invest.


Montgomery Global Fund

A fund that invests in global growth and income opportunities, with a minimum of $25,000 to invest.


Montaka Global Access Fund

The Fund provides retail investors with access to a sophisticated investment strategy they would not otherwise be able to access, with a minimum of $50,000 to invest.


Montgomery [Private] Fund

A wholesale Australian equities fund, with a $1,000,000 minimum initial investment.


Montaka Global Fund

An absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from both rising and declining businesses.


Montgomery Alpha Plus Fund

An Australian equities market neutral fund, with a minimum of $50,000 to invest.


Montgomery Global Equities Fund (ASX:MOGL)

An Exchange Traded Managed Fund that provides access to a portfolio of 15-30 extraordinary under-valued global companies. 


Montgomery Small Companies Fund

An Australian equities small-cap fund, with a minimum of $25,000 to invest.