Insights into the Montgomery process

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In this video Tim Kelley, Portfolio Manager at the Montgomery Fund explains the three things he looks for before investing in a business. Kelley also gives insight into what determines when he exits a business and some of the common traps investors fall into when assessing when to sell a stock. “We hold anywhere between 0-30% of The Montgomery Fund in cash, in recent times we have been in the 20’s towards the higher end of that range…if you look beyond the short term we think it makes sense to have that flexibility.” Click on the video below to hear more from Tim Kelley on why he holds cash at these levels and what he would be looking for to deploy more of this cash.


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