The Montgomery Fund

FHT0030AU

The Montgomery Fund FHT0030AU Strategy

The Fund typically invests in a high conviction portfolio of 20 to 40 company names listed on the ASX and NZSX. Montgomery is a value investor dispassionately applying a highly disciplined and fact-based investment process, which focuses on investing in what Montgomery regards as extraordinary businesses trading at an attractive price, relative to estimated intrinsic value.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

The Montgomery Fund News & Analysis

funds

5 equity funds hoarding cash amid COVID-19

When Hamish Douglass is moving to cash you know something's up and he's not the only fund manager emitting warning signs.
stocks

Morningstar starts coverage of spray-on skin maker Avita Medical

Spray-on-skin maker Avita has had runaway success on the ASX. And it's not done yet, says Morningstar's Nicolette Quinn.

Morningstar Investment Ideas

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