Montgomery Partnership

Our partnership with Montgomery Investment Management

Digital Asset Funds Management (DAFM) is pleased to announce an exclusive partnership with Montgomery Investment Management (Montgomery), introducing a unique opportunity for Australian investors beyond traditional assets and strategies.

This collaboration introduces wholesale clients and their advisers to the Digital Income Fund (The Fund), an innovative investment strategy offering two distinct investment classes designed to diversify portfolios and capitalise on DAFM’s proven track record:

1. Digital Income Class: A market-neutral fund that captures volatility and arbitrage opportunities in Bitcoin and Ethereum futures markets to deliver income with minimal correlation to traditional markets.

2. Bitcoin Index Class: A strategy targeting 3% p.a. outperformance relative to Bitcoin’s highly volatile returns, offering an easy and efficient gateway into the most recognised digital asset.

About Montgomery Investment Management

Founded by Roger Montgomery in 2010, Montgomery is an Australian boutique investment manager which looks after over $1.4 billion in investments on behalf of individuals, families, institutions and their advisers. Montgomery’s goal is to deliver superior long-term investment outcomes for investors in the form of capital preservation, income and growth. Montgomery has partnered with five expert investment managers from Australia and around the globe to provide investors with access to quality investment opportunities
across various asset classes – including Australian and New Zealand equities, global equities, private credit and digital assets markets.

More information

Investors:

The Digital Income Fund is available for wholesale investors only.

To find out more, please contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer, Montgomery on (02) 8046 5000 or investor@montinvest.com

Advisers, researchers, platforms and consultants:

Please contact a member of the Montgomery Distribution Team:

Scott Phillips
Head of Distribution
States – National
0417 529 890
sphillips@montinvest.com

Michael Gollagher
National Account Manager
States – QLD
0409 771 306
mgollagher@montinvest.com

Toby Roberts
National Account Manager
States – NSW and ACT
0402 093 561
troberts@montinvest.com

David Denby
National Account Manager
States – VIC, SA and TAS
0455 086 484
ddenby@montinvest.com

Dean Curnow
National Account Manager
States – NSW, ACT and WA
0405 033 849
dcurnow@montinvest.com

Eti Amegor
Head of Institutional
States – National
0414 420 292
eamegor@montinvest.com