Guest Speaker Note Early Start 6.00pm
Roger
Montgomery
Chairman and CIO
Montgomery
Investment Management
Bachelor of Commerce, Senior Fellow of the Financial Institute of Australasia
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. He is a renowned value investor with 30 years’ experience.
Following a successful career as an analyst and public company Chairman, Roger published the First Edition of his stock market guide, Value.able, in 2010, becoming an Australian best seller in just 16 weeks.
He is an awarded presenter on the subject of investing and appears regularly on the ABC and Ausbiz. Roger also writes regular commentary for major financial publications and newspapers.
Montgomery Investment Management
Montgomery Investment Management is committed to preserving and growing clients’ capital. Founded by Roger Montgomery in 2010, our firm is made up of 16 highly experienced individuals who are dedicated to developing long-lasting relationships with individual clients and their families.
Our relationships are built on superior investment outcomes, personalised service, transparent communications and considered insights. We invest in high-quality companies in Australia and New Zealand through three Australian funds. We also partner with the US-based fund manager Polen Capital to offer two global growth-oriented funds to Australian investors.
Montgomery and its team members invest directly in the firm’s funds, ensuring our objectives are aligned with those of our clients. Learn more at www.montinvest.com
