Firm History

Experienced, Dedicated Team			Founded in 1987 by Dr. Calvin Koonce, Montgomery is the primary investment vehicle available to investors to invest alongside the Koonce family
Concentrated, Value Investment Strategy			Conservative U.S. focused value equity investment strategy developed over a lifetime of investing We seek out companies that are well managed, as evidenced by sustained high return on invested capital, that are attractively priced
Focused Objective			We seek to achieve superior performance over the course of a market cycle by providing competitive returns in up markets while minimizing losses in down markets Capital preservation is a prime objective
Alignment of Interests			The management team holds a substantial portion of their net worth in the Strategy, keeping their interests aligned with investors Building long-term partnerships based on ethics and good communication is a core tenet of our business

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