Scott Koonce

Montgomery is a value investor with a long-term time horizon focused on investing in companies that are competitively entrenched, attractively priced, and well managed. Their method of analysis includes fundamental and cyclical approaches. The firm looks for emerging, overlooked investment themes, and employs proprietary fundamental analysis to identify related companies with the potential to provide superior long-term performance. Diversification among different companies, industries, and types of investments can assist in minimizing risk. Relevant factors considered include: high return on equity, accelerating earnings, low P/E, low price to book value, strong balance sheet, increasing dividends, good governance, strong competitive position, and high barriers to entry.

Functions as a College/University