Celebrating 20 years of the Australian Eagle Equity Strategy
Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors.
That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today.
Since 2005, this award-winning strategy has consistently outperformed the S&P/ASX 100 Accumulation Index by 3.63 per cent per annum.¹
This milestone reflects the team’s unwavering commitment and disciplined investment approach of identifying high-quality, undervalued companies with strong growth potential.
The Australian Eagle Equity Strategy aims to provide capital growth over the long term by actively investing in a portfolio of 25 to 35 large-cap Australian listed companies.
The Australian Eagle investment team looks for companies that exhibit strong fundamentals and are undergoing a ‘change’ that can enhance their earnings profile.
In September 2022, Montgomery partnered with Australian Eagle, expanding investor access to their expertise in Australian equities. This has brought Australian Eagle’s impressive 20-year track record and investment philosophy to The Montgomery Fund and the Montgomery [Private] Fund, where they now manage these portfolios for investors.
In September 2022, we partnered with Australian Eagle to offer investors access to their expertise in Australian equities. Australian Eagle manage our Australian large-cap equity portfolios, including The Montgomery Fund and The Montgomery [Private] Fund, and to distribute the Australian Eagle Trust – Long Short Fund to a broader set of retail investors. You can read more about our partnership with Australian Eagle here.
Congratulations to Sean Sequeira, Alan Kwan, Danial Chan, Mark Oliver and Harshita Saini from the Australian Eagle Team whose dedication and investment philosophy align with our own focus on quality and long-term wealth creation.
None of this would be possible without the trust and support of our valued clients. Your confidence in Montgomery and our partners allows us to continue seeking out the best investment opportunities and delivering strategies that help you achieve your financial goals.
¹Compound annual return of the Australian Eagle Long Only Equity SMA is 11.99% p.a. Compound annual return for S&P/ASX 100 Accumulation Index benchmark is 8.37% p.a. Time period is 07/02/2005 to 31/01/2025. Past performance figures are no guarantee of future returns and excludes Australian Eagle’s fees.
IMPORTANT INFORMATION
This content has been prepared for information only, is not intended to be investment advice and does not take into account the financial objectives, financial situation or needs of any investor.
The trustee and issuer of units in The Montgomery [Private] Fund is Fundhost Limited (ABN 69 092 517 087, AFSL No. 233045) (Fundhost). The Information Memorandum (IM) contains all details of the offer. Units are available to wholesale clients only.
Fundhost is the responsible entity and issuer of units in The Montgomery Fund (ARSN 159 364 155) . The Product Disclosure Statement (PDS) contains all of the details of the offer. Before making an investment decision, investors should obtain a copy of and read the PDS.
Copies of the IM for The Montgomery [Private] Fund, the PDS and Target Market Definition (TMD) for The Montgomery Fund are available from Montgomery Pty. Ltd. (ABN 73 139 161 701, AFSL No. 354564) (Montgomery) by calling (02) 8046 5000 or online at www.montinvest.com and at https://fundhost.com.au/
Montgomery is the investment manager of The Montgomery [Private] Fund and The Montgomery Fund and will appoint Australian Eagle Asset Management Pty Limited (ABN 89 629 484 840, Authorised Rep No. 001269301) (Australian Eagle) as a sub-investment manager to assist with the management of those funds’ assets.
Australian Eagle is an authorised representative of both Montgomery and Alleron Investment Management Pty Limited (ABN 71 109 874 160, AFSL No. 278856) (Alleron).
Montgomery (and not Alleron) is responsible, and Alleron accepts no liability for, all financial services that Australian Eagle provides with respect to the funds managed by Montgomery, including this content. Montgomery takes no responsibility, and will not be liable to any person, for financial services that Australian Eagle provides as authorised representative of Alleron.
The Trust Company (RE Services) Limited (ABN 45 003 278 831 No. AFSL 235150), part of Perpetual Limited, is the responsible entity and issuer of units in the Australian Eagle Trust (ARSN 632 568 846) and the Australian Eagle Equity Fund (ARSN 652 847 839). Australian Eagle is the investment manager of these funds and provides these services as authorised representative of Alleron.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking.
Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
