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Montgomery Investment Management Corp in Active Trader Links Directory

We believe that the goal of investment management should be the growth of real (inflation adjusted, after tax) value of assets under management over long periods of time. We believe that a steady conservative approach, yielding gains in most years and avoiding large losses is more likely to achieve this goal than an approach which leads to large gains or large losses. It is simply too difficult to recover from a large loss. Diversification among different companies, industries, and types of investments can assist in minimizing risk. Times change. The proportion and selection of stocks, bonds and cash equivalents in a portfolio depends upon what values are available at a particular time. Investments within the stock market should change with time because of changed prospects for individual companies and also because of changes in stock prices. There is a price at which almost any given stock is a good buy and a price at which any given stock is a good sell. We believe that the best execution of an investment strategy depends on the relative price levels of different investments. The financial markets at any given time make gains more difficult in some areas and easier in others. Gains are difficult to obtain from investments that are in fashion. Such investments are recommended by many analysts and are in fields which are often exciting and highly visible in the news. They are often new public offerings. Fashionable companies typically have frequent press releases and are represented by public relations firms. It is our policy to avoid these investments. Instead, we seek out companies which are neglected or unpopular with analysts and the public when we believe such unpopularity is unfounded. By doing this, we can benefit both from the increases in the earnings of the company and the increase in the evaluation of those earnings when other analysts find the company, recommend it, and, through aggressive buying, turn it into a popular stock. Above all, we believe a portfolio should be structured to provide the level of risk, safety, and liquidity suitable for the client.

Address: 6550 Rock Spring Drive, Suite 600A, Bethesda, MD 20817
Telephone: (301) 897-9783
Fax: (301) 897-9794
Website: http://miminvest.com/