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 09/30/16. The fund's latest filing disclosed 213MM in positions, representing 86% of the manager's regulatory AUM.

MONTGOMERY StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MONTGOMERY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BBT 10.71% Financials 20.78% 0.25% 0 13%
GIS 8.38% Cons. Staples -3.87% 0.09% 0 18%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

MONTGOMERY Portfolio Concentration

MONTGOMERY Location

6550 ROCK SPRING DRIVE
STE 600A
BETHESDA, Maryland
UNITED STATES, 20817

MONTGOMERY Contact Information

Phone Number: 301-897-9783
Fax Number: 301-897-9794
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B