Roger Montgomery

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.

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.

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.