Family Office
Montgomery Investment Management Pty Ltd
Sydney, Australia
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Montgomery Investment Management Pty Ltd is an Australian investment management firm founded in 2010, specializing in equities and managed funds for individual and institutional investors. Headquartered in Sydney, the company is known for its active investment strategies focused on Australian and global shares. Montgomery offers a range of funds, including the Montgomery Fund and the Montgomery Small Companies Fund, and is recognized for its research-driven approach and experienced investment team. The firm has established a reputation for transparency and investor education, regularly publishing market insights and commentary.
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