Roger Montgomery

About

Roger Montgomery’s three decades in financial markets include equity analysis, equity and derivative trading, and investment banking. After founding, listing, and selling a financial services business and listed investment company, Roger Montgomery established the boutique investment management office Montgomery Investment Management in 2010, which manages one and a half-billion dollars for private individuals and their families. Montgomery Investment Management is an Australian Equities fund manager offering The Montgomery [Private] Fund and The Montgomery Fund. Through its internal joint venture Montgomery also offers the Montgomery Small Company Fund. In May 2016 Montgomery Investment Management was awarded Emerging Fund Manager of the Year by Money Management and Lonsec. Twice won the Securities Institute of Australia’s best presenter award. A chapter devoted to him, his investing style and performance is in Eli Greenblatt’s book: Young Guns on the Stock Market–Meet Australia’s New Breed of Money Makers. In 2010, Roger published his first book, entitled Value.able: How To Value The Best Stocks And Buy Them For Less Than They’re Worth, which quickly become a best-seller.  Value.able, the Second Edition is now available exclusively at www.rogermontgomery.com. Channel 9, Sky, and 2GB Money expert Ross Greenwood, has described Value.able as a "hidden gem". Roger appears on ABC Statewide Drive, 2GB Money News, Switzer TV and ABC's The Business, and writes a fortnightly column for The Weekend Australian's Wealth section.