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Roger Montgomery

Founder and Portfolio Manager @ Montgomery Investment Management Pty Ltd

Founder Montgomery Investment Management | ABC The Business | Blogger | Money 2GB | Insights at rogermontgomery.com

Sydney, Australia

Ranked #1,033 out of 20,660 for Founder and Portfolio Manager in United States

Section title

Roger Montgomery's Email Addresses & Phone Numbers

Roger Montgomery's Work Experience

Montgomery Investment Management Pty Ltd

Founder and Portfolio Manager

December 2010 to Present

Value.able: How to value the best stocks and buy them for less than they're worth

Author

June 2010 to Present

www.RogerMontgomery.com

Rogermontgomery.com - a value investing and stock market blog by Roger and the Montgomery team

July 2009 to Present

Roger Montgomery's Education

University of Melbourne

Bachelor of Commerce

1989 to 1991

Camberwell Grammar

Securities Institute of Australia

Graduate Diploma in Applied Finance and Investment

Roger Montgomery's Professional Skills Radar Chart

Based on our findings, Roger Montgomery is ...

Encouraging
Engaging
Spontaneous

What's on Roger Montgomery's mind?

Based on our findings, Roger Montgomery is ...

38% Left Brained
62% Right Brained

Roger Montgomery's Estimated Salary Range

About Roger Montgomery's Current Company

Montgomery Investment Management Pty Ltd

Montgomery Investment Management is singularly focused on strong investment performance. Founded by Roger Montgomery, Montgomery Investment Management serves its investors with a conservative rather than conventional, value-based approach and two decades of investment experience, expertise and insights. The boutique Investment Management Office of Montgomery is independent, managing funds for a small group of private individuals and families,...

Frequently Asked Questions about Roger Montgomery

What company does Roger Montgomery work for?

Roger Montgomery works for Montgomery Investment Management Pty Ltd


What is Roger Montgomery's role at Montgomery Investment Management Pty Ltd?

Roger Montgomery is Founder and Portfolio Manager


What is Roger Montgomery's personal email address?

Roger Montgomery's personal email address is ro****[email protected]


What is Roger Montgomery's business email address?

Roger Montgomery's business email addresses are r*****@rogermontgomery.com, and r*****@montinvest.com


What is Roger Montgomery's Phone Number?

Roger Montgomery's phone (**) *** *** 259


What industry does Roger Montgomery work in?

Roger Montgomery works in the Investment Management industry.


About Roger Montgomery

📖 Summary

Roger Montgomery’s 22 year background in financial markets includes equity analysis, equity and derivative trading and investment banking. In January 2011 Roger Montgomery established the boutique investment management office Montgomery Investment Management. MIM manages: • The Montgomery Fund – investing in the ASX, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest. • Montgomery Global Fund Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest. • Montgomery [Private] Fund – a wholesale Australian equities fund suitable for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment. Entry is by invitation or referral only. • Montaka Global Fund – Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions. To invest with Montgomery, visit http://www.montinvest.com In 2010 he published the First Edition of his stock market guidebook, Value.able, the Second Edition is now available exclusively at www.rogermontgomery.com. Ross Greenwood, Channel Nine's money expert and popular 2GB radio presenter, has described Value.able as a "hidden gem"."For people who want to understand how to genuinely value a business before investing, rather than "hitting and hoping", this is a book you simply must read...time spent here will be potentially highly rewarding for readers". Roger is a two-time winner of the Securities Institute of Australia’s best presenter award and has a chapter devoted to him, his investing style and performance in Eli Greenblatt’s book:Young Guns on the Stock Market–Meet Australia’s New Breed of Money Makers.Founder and Portfolio Manager @ Montgomery Investment Management is singularly focused on strong investment performance. Founded by Roger Montgomery, Montgomery Investment Management serves its investors with a conservative rather than conventional, value-based approach and two decades of investment experience, expertise and insights. The boutique Investment Management Office of Montgomery is independent, managing funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations. Montgomery manages: • The Montgomery Fund – investing in shares of Australian and New Zealand businesses, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest. • Montgomery Global Fund Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest. • Montgomery [Private] Fund – a wholesale Australian equities fund suitable for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment. Entry is by invitation or referral only. • Montaka Global Fund – Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions. To invest with Montgomery, visit http://www.montinvest.com From December 2010 to Present (5 years 1 month) Author @ Roger Montgomery's value investing guide book for the stock market, Value.able, shares his tightly-protected rules for long-term value investing and online trading that investors must follow to reproduce his excellent stock market returns. The First Edition sold out in just fourteen weeks. Purchase your Second Edition copy exclusively at http://www.rogermontgomery.com/valueable-book/. From June 2010 to Present (5 years 7 months) Rogermontgomery.com - a value investing and stock market blog by Roger and the Montgomery team @ Roger Montgomery is particularly passionate about making successful stock market investing within the reach of every investor. Roger and the team at Montgomery Investment Management share their unconventional stock market insights twice-daily with the value investing community on www.rogermontgomery.com. From July 2009 to Present (6 years 6 months) Founder @ After listing and selling his funds management business and resigning as Managing Director and Chief Investment Officer from his boutique asset management firm. Until January 2011 Roger managed his private investments, wrote his first Investment Guide Book for stock market investors, Value.able, and created a community of like-minded value investors at his Insights blog - blog.rogermontgomery.com Skaffold is the world's most amazing investing tool available. Using an interface designed by some of the world's most awarded developers who now work for EA Games, Porsche, Nike and Google, Skaffold makes finding A1 companies around the world trading at discounts to Intrinsic value, simple and a joy. Every company is rated and valued, displayed graphically and interpreted with a proprietary natural language engine automatically and every day. Skaffold is growing fast. If you are interested in getting involved, get in touch. From July 2011 to Present (4 years 6 months) Bachelor of Commerce @ University of Melbourne From 1989 to 1991 Camberwell GrammarGraduate Diploma in Applied Finance and Investment @ Securities Institute of Australia Roger Montgomery is skilled in: Investments, Asset Management, Equities, Financial Markets, Derivatives, Portfolio Management, Research, Trading, Valuation, Financial Analysis, Financial Modeling, Entrepreneurship, Securities, Investment Management, Commodity


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In a nutshell

Roger Montgomery's Personality Type

Introversion (I), Sensing (S), Feeling (F), Perceiving (P)

Average Tenure

5 year(s), 5 month(s)

Roger Montgomery's Willingness to Change Jobs

Unlikely

Likely

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Roger Montgomery's Social Media Links

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