Montgomery Capital Trust — Montgomery Capital | Wisefolio

Montgomery Capital Trust

Research. Discipline. Enduring Value.

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Montgomery Capital Trust is a SEBI-registered Category III Alternative Investment Fund (Open-Ended) (reg. IN/AIF3/25-26/1916), registered in October 2025 and managed by Montgomery Capital Advisors LLP — a Mumbai-based investment management firm rooted in the Loksun Group, a diversified enterprise spanning Real Estate, Hospitality, and Financial Services. The inaugural scheme under the trust is Montgomery Capital Fund 1 — a Cat III Open-Ended fund investing across listed equities, pre-IPO and late-stage opportunities, anchor and QIB allocations, and selective special situations. The fund name draws on the idea of enduring elevation — progress achieved through clarity, perseverance, and sound judgement — not haste. The manager is headquartered at 2412, 24th Floor, Parinee I, Shah Industrial Estate, Andheri West, Mumbai 400053, with Catalyst Trusteeship Limited as Trustee, Nuvama Custodial Services as Custodian & Fund Accountant, and Periple Advisors Private Limited for RTA & compliance. The SEBI registration address is 607, Sunshine Building, T-39, Shastri Nagar, Lokhandwala, Andheri West, Mumbai 400053 — a residential address for Ronit Kapoor, the SEBI contact — consistent with an early-stage fund registration.

Investment philosophy

Montgomery Capital's investment philosophy rests on three pillars: Research Before Returns (primary, bottom-up diligence backed by institutional-grade processes), Risk-First Mindset (position sizing, liquidity management, and scenario analysis as guardrails), and Long-Term Orientation (multi-year perspective with agility during market dislocations). The firm is independent and owner-operated, with meaningful sponsor commitment ensuring complete alignment of interests. Montgomery focuses exclusively on quality — businesses capable of compounding across cycles, enterprises that can justify time, patience, and capital. The firm deliberately avoids breadth for focus, and conviction over noise. 'We do not chase markets. We do not dilute conviction.' Success is measured not by speed of returns but by strength of decisions and durability of outcomes. The Loksun Group's legacy of building and managing real assets with discipline and governance-first thinking directly shapes this philosophy.

Team1

Ronit Kapoor

Founder / SEBI Contact Person

Ronit Kapoor is the Founder of Montgomery Capital Advisors LLP and the SEBI-designated contact person for Montgomery Capital Trust. He represents the Loksun Group, a diversified enterprise spanning Real Estate, Hospitality, and Financial Services, and has built Montgomery Capital to bring institutional investment discipline to the group's capital management function. He is based in Andheri West, Mumbai.

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/25-26/1916

RegisteredOct 2025 (1 year ago)

Valid untilPerpetual

Contact personRonit Kapoor

Address607 Sunshine Building No. T 39, Shastri Nagar, Lokhandwala, Opposite Mercedes Showroom, Andheri West, Mumbai, Maharashtra, 400053

Investment manager

Insights

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Disclaimer

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