Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
Montgomery Investment Management is a boutique investment management firm with domestic and international investment portfolios. Montgomery is committed to generating satisfactory returns over the very long term, through the disciplined application of both an even temperament and a highly refined, consistent and repeatable investment framework. Founded by Roger Montgomery, Montgomery focuses on a value-based approach and investors benefit from the unique blend of insights, focus and temperament offered by a dedicated team of owners and analysts with twelve decades of investing, business and investment banking experience. Follow www.rogermontgomery.com to keep up with our latest thinking, economic, industry and company analysis. Montgomery manages: • The Montgomery Fund - an Australian equities fund, with a minimum of $25,000 to invest. • Montgomery [Private] Fund – a wholesale Australian equities fund, with a $1,000,000 minimum initial investment. • Montgomery Small Companies Fund - an Australian equities small-cap fund, with a minimum of $25,000 to invest. • Polen Capital Global Growth Fund - A concentrated portfolio of outstanding global businesses with durable competitive advantages and the potential for sustained superior growth, with a minimum of $25,000 to invest. To invest with Montgomery, visit http://www.montinvest.com
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