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Firm History

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
Strong Long-Term
Track Record
  • Since inception in 1992 thru 12/31/2016, the Strategy has generated a net return of 9.84% versus 9.15% for the S&P 500, producing a beta of 0.80 and alpha of .36%*
  • Absolute cumulative net return since inception is 1045.38%*
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

* Past performance is not indicative of future results. Please see endnotes for additional MIM Equity Composite performance disclosures.