Montgomery Global’s 4 steps to investing

In this short video I discuss Montgomery Global’s four-step investing process by reviewing a core holding in our global portfolios. If you are interested in the four-steps, watch the short video here.
The Montgomery Global Funds own shares in St James’s Place
About this contributor

Portfolio Manager and Chief Investment Officer, Montgomery Global Investment Management
Andrew is responsible for managing the Montgomery Global Fund, ASX-listed Montgomery Global Equities Fund (ASX:MOGL) and global equity long/short strategy, Montaka Global Fund. Andrew oversees $500m in FUM.