Roger Montgomery

Roger Montgomery

Formal First Name

Roger Montgomery is the Founder and Chief Investment Officer of Montgomery Investment Management. With over 26 years of investment and financial market experience, he specializes in equity analysis, equity, and derivatives trading and investment banking. Montgomery often appears on ABC Statewide Drive, 2GB Money News, Switzer TV, and ABC's The Business. He also writes for Cuffelinks Australia's leading financial publication, Money Magazine.

Professional Experience

Academic History

  • Roger Montgomery won the Securities Institute of Australia’s best presenter award twice.
  • In May 2016, he was awarded Emerging Fund Manager of the Year by Money Management and Lonsec. 
  • A chapter was devoted to him, his investing style and performance in Eli Greenblatt’s book: Young Guns on the Stock Market
  • He is an unconventional investment thinker, launching one of the earliest retail funds in Australia with a broad mandate to be able to hold large amounts of cash when perceived risks exceed implied returns.