Montgomery Investment Management Fund Manager Profile

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Type

Hedge Fund Manager

Location

Sydney New South Wales Australia

Alternative Asset Classes

Established

2010

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

Established in Q4 2010 by Roger Montgomery, Montgomery Investment Management (Montgomery) was a boutique hedge fund manager based in Sydney. The firm managed value-oriented portfolios for domestic and international clients, including retail and wholesale types of investors. Investment portfolios were usually concentrated, typically consisting of 20 to 50 companies that match Montgomery's investment criteria. Since 2015, Montgomery works with Montaka Global Investments to offer global equity funds, with Montaka managing the investments of the funds, and Montgomery providing client service and communication. The firm no longer manages hedge funds itself.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	0			-

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1 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Equity Market Neutral	Liquidated

Showing 1 of 1 hedge funds managed by Montgomery Investment Management