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woollydog

3,483 Posts.

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22/08/17

16:22

Post #: 26668092
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Originally posted by woollydog ↑

Yes I have, in fact I have money in 3 of his funds:
Montgomery fund ( Australian, broad cap but with mid and small cap bias, focus on quality companies high ROE, lowish debt, priced at discount to their estimate to intrinsic value)
Also have money in Montgomery Global fund and Montaka global access fund ( long short fund).
To invest directly requires minimum $25 K except Montaka global access requires $50K but they are available on Netwealth investment and Superannuation platforms without those minimum conditions.
The Montgomery Aussie fund has disappointed the past 12 months with a slightly negative return but they have a solid team and thorough investment process often holding 20 - 30% cash so I think they are an excellent long term option.

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Have a good look at his website for more info including monthly portfolio performance updates.
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