Montgomery Small Companies Fund

Montgomery Investment Management has launched the Montgomery Small Companies Fund, which is managed by new hires Gary Rollo and Dominic Rose.

The fund invests in a high conviction portfolio of 30 to 50 small, high-quality, undervalued, Australian and New Zealand companies with strong growth potential.

It is actively managed, with a long-only, style‑neutral approach and will aim to outperform the S&P/ASX Small Ordinaries Accumulation index over a rolling five-year period.

The fund's minimum initial investment is $25,000.

Montgomery Investment Management Montgomery Small Companies Fund Launched on 20 September 2019 Designed for retail and wholesale investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.