Investment Services
Montague Capital specialises in managing investments on behalf of high net worth individuals, companies and trusts. The portfolios are invested directly in fixed income securities and equities and tend to avoid funds. Our goal is to maximise portfolio returns and minimise the risks within agreed constraints.
This is achieved by investing globally, using a disciplined process and empowering qualified professionals. Each portfolio is customised to meet the client's unique requirements and the investment objectives are regularly reviewed with the client. In return, Montague Capital charges a simple annual management and performance fee based upon the fund value and portfolio return.
Each portfolio is designed to meet the client's unique requirements in terms of risk profile, target return, time horizon, tax status, legal structure and individual circumstances.
In order to meet these needs, balanced portfolios are constructed by selecting both fixed income securities and equities listed on the major stock exchanges of the world. Part of the skill of the investment manager is to design the portfolio and maintain an optimal balance throughout the economic cycle.
Portfolios are designed to contain Montague Capital's best investment ideas in focused holdings within the risk parameters. High-growth portfolios will, therefore, typically have 30-40 holdings in our top global stock picks.
If there are no suitable securities then the portfolio may remain in cash equivalents or fixed income securities to maximise performance.
If you have any questions about any aspect of investment management or any of our services please contact us
