MONTGOMERY Overview
Montgomery Investment Management Inc is an investment advisor that manages 246.5 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/30/21. The fund's latest filing disclosed 270MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/21. The fund's latest filing disclosed 270MM in positions, representing 109% of the manager's regulatory AUM.
MONTGOMERY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONTGOMERY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TFC | 9.73% | Financials | 11.43% | 0.14% | 0 | 0% | ||
| URI | 6.37% | Industrials | 9.51% | 0.54% | 0 | 0% | ||
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FEATURED IN
MONTGOMERY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Calvin S. Koonce | President/Managing Dir./Ceo | April-1987 |
| Franklin S. Koonce | Cfo/Treas./Vp/Managing Dir. | January-1998 |
| Janet B. Koonce | Vp/Director | April-1987 |
| Laura C. Murphy | Vp/Sec/Chief Compliance Officer, Chief Legal Officer, Chief Oper Officer, Dir. | April-1987 |
| Martin F. Oppenheimer | Owner | April-1987 |
| Virginia K. Craig | Director | November-1987 |
| Kathleen K. Goodier | Director | January-2010 |
MONTGOMERY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MONTGOMERY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Montgomery’s managing directors use a variety of resources in their analysis of public companies. Typically their methods incorporate a blend of reviewing: annual reports, company’s financial filings, financial industry newspapers and magazines, SEC filings, and in some cases, a research report developed by an industry leader or scheduled meetings with management of a company of interest.
Montgomery’s goal of investment management is the growth of real (inflation adjusted, after tax) value of assets under manage ment over long periods of time. Montgomery believes a steady conservative approach, yielding gains in most years and avoiding large losses, is more likely to achieve this goal than an approach leading to large gains or large losses. Diversification among different companies, industries and types of investments can assist in minimizing risk. Montgomery seeks to have each portfolio structured to...
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Montgomery’s managing directors use a variety of resources in their analysis of public companies. Typically their methods incorporate a blend of reviewing: annual reports, company’s financial filings, financial industry newspapers and magazines, SEC filings, and in some cases, a research report developed by an industry leader or scheduled meetings with management of a company of interest.
Montgomery’s goal of investment management is the growth of real (inflation adjusted, after tax) value of assets under manage ment over long periods of time. Montgomery believes a steady conservative approach, yielding gains in most years and avoiding large losses, is more likely to achieve this goal than an approach leading to large gains or large losses. Diversification among different companies, industries and types of investments can assist in minimizing risk. Montgomery seeks to have each portfolio structured to...
Unlock Full Investment Process Description
MONTGOMERY Portfolio Concentration
MONTGOMERY Location
6550 ROCK SPRING DRIVE
STE 600A
BETHESDA, Maryland
UNITED STATES, 20817
STE 600A
BETHESDA, Maryland
UNITED STATES, 20817
MONTGOMERY Contact Information
Phone Number: 301-897-9783
Fax Number: 301-897-9794
Website: http://www.miminvest.com
Fax Number: 301-897-9794
Website: http://www.miminvest.com
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