Forgot Password?
I agree with Terms of UseRequest Access
I understand, accept and agree to the Terms of Use in its entirety. I also acknowledge that I received a password from and I am authorized by Montgomery Investment Management to access this website.

Our Approach

We build a concentrated portfolio of stocks with a long-term view and consistently monitor and test our investment thesis.

Key companies that meet our rigorous
investment criteria
Portfolio is generally diversified with positions rarely exceeding 15%
Portfolio typically consists of 20-35 positions
No arbitrary sector/industry limitations are imposed
Extensive ongoing management and financial reviews to test/validate the investment thesis
Monitor our holdings closely and only sell when the investment thesis has been invalidated or if performance outstrips fundamentals
Buy with intention to hold indefinitely unless thesis fails or changes
Low turnover, which produces a tax efficient portfolio for our investors