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Looking for intrinsic value
These are trying times for value investors. There’s nothing we enjoy more than finding a high quality business trading at a discount to its intrinsic value, but lately, they seem to be thin on the ground. Continue reading
Mermaid Marine doubles fleet with acquisition
In January, we wrote about the need for Mermaid Marine (ASX: MRM) to expand internationally due to their limited domestic opportunities. It has since announced a major overseas acquisition. Have the rough seas subsided? Continue reading
Reporting season wrap-up
Over the past three weeks, our investment team has analysed each and every single report announced to the Australian stock market. We’ve prioritised those businesses we own to gather new information that’ll help us determine if our view (for better or worse) on their future outlooks has changed, and whether their removal from, or addition to, our portfolio is warranted. Continue reading
Montgomery’s missionary zeal
Over the weekend, journalist, leading economist and fellow fund manager Christopher Joye penned a profile article for the Australia Financial Review. We’re republishing it here, as opposed to just our usual press section, because we think it encapsulates exactly what it is we are attempting to do here at Montgomery Investment Management.
The missionary zeal of value investor Roger Montgomery
by CHRISTOPHER JOYE Continue reading
