Profil
Mr. Roger Montgomery is a Founder & Chairman at Montgomery Investment Management Pty Ltd.
and a Chairman & Chief Investment Officer at Montgomery Quantitative Management Pty Ltd.
He founded Montgomery Investment Management in 2010.
He has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and financial advice.
Prior to establishing Montgomery, he held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merill Lynch.
Postes actifs de Roger Montgomery
| Sociétés | Poste | Début |
|---|---|---|
Montgomery Investment Management Pty Ltd.
 Montgomery Investment Management Pty Ltd. Investment ManagersFinance Montgomery Investment Management Pty Ltd. (Montgomery) is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Roger Montgomery in 2010. Montgomery provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. | Fondateur | 01/01/2010 |
Montgomery Quantitative Management Pty Ltd.
 Montgomery Quantitative Management Pty Ltd. Investment ManagersFinance Montgomery Quantitative Management Pty Ltd. (MQM) is an investment advisor headquartered in Ultimo, Australia. They are a subsidiary of Montgomery Investment Management Pty Ltd. MQM manages a range of Australian and global wholesale and retail value-focused funds, such as a market-neutral fund, for private clients and the clients of financial advisers. | Président | 01/01/2022 |
Anciens postes connus de Roger Montgomery
| Sociétés | Poste | Fin |
|---|---|---|
Montaka Global Pty Ltd.
 Montaka Global Pty Ltd. Investment ManagersFinance Part of Montaka Global Investments LLC, Montaka Global Pty Ltd. is an Australian company that aims to achieve superior long-term compounding of investors' capital. The company is based in Sydney, Australia. Montaka Global offers various investment funds, including the Montaka long only equities fund (ASX\: MOGL), Montaka long only fund (unlisted), and Montaka extension fund (ASX\: MKAX). The company provides insights and reports by its investment team, including a whitepaper on why reports of tech's death are greatly exaggerated and why the market is forgetting the remarkable long-term strength. Additionally, Montaka's CIO outlines five steps for investors to make more informed and profitable decisions. The company was founded by Roger Montgomery. | Fondateur | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Montgomery Investment Management Pty Ltd.
Montgomery Investment Management Pty Ltd. Investment ManagersFinance Montgomery Investment Management Pty Ltd. (Montgomery) is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Roger Montgomery in 2010. Montgomery provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. | Finance |
Montaka Global Pty Ltd.
Montaka Global Pty Ltd. Investment ManagersFinance Part of Montaka Global Investments LLC, Montaka Global Pty Ltd. is an Australian company that aims to achieve superior long-term compounding of investors' capital. The company is based in Sydney, Australia. Montaka Global offers various investment funds, including the Montaka long only equities fund (ASX\: MOGL), Montaka long only fund (unlisted), and Montaka extension fund (ASX\: MKAX). The company provides insights and reports by its investment team, including a whitepaper on why reports of tech's death are greatly exaggerated and why the market is forgetting the remarkable long-term strength. Additionally, Montaka's CIO outlines five steps for investors to make more informed and profitable decisions. The company was founded by Roger Montgomery. | Finance |
Montgomery Quantitative Management Pty Ltd.
Montgomery Quantitative Management Pty Ltd. Investment ManagersFinance Montgomery Quantitative Management Pty Ltd. (MQM) is an investment advisor headquartered in Ultimo, Australia. They are a subsidiary of Montgomery Investment Management Pty Ltd. MQM manages a range of Australian and global wholesale and retail value-focused funds, such as a market-neutral fund, for private clients and the clients of financial advisers. | Finance |
