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
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Andrew is responsible for managing all investments at Montaka, including the ASX-quoted Montaka Global Long Only Equities Fund (ticker: MOGL) and Montaka Global Extension Fund (ticker: MKAX).
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