Roger Montgomery

Roger Montgomery is a seasoned professional with 26 years of experience in financial markets, covering equity analysis, trading, and investment banking.

After successfully establishing and selling a financial services business and a listed investment company, he founded Montgomery Investment Management in 2010, now managing $1.5 billion for private individuals and families.

A recipient of the Securities Institute of Australia's best presenter award, Roger has been featured in Eli Greenblatt's book and authored the acclaimed book, Value.able, focusing on stock valuation strategies and investments.

Roger Montgomery's expertise has been recognized through awards like the Emerging Fund Manager of the Year by Money Management and Lonsec in 2016.

Educationally, Roger holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and a Bachelor of Commerce from the University of Melbourne.

He is the Founder and Chief Investment Officer of Montgomery Investment Management Pty Ltd, and has been actively involved in various platforms like Value.able, Rogermontgomery.com, and SKAFFOLD.com, contributing his insights to publications like Money Magazine and appearing on prominent financial media outlets.