March 22, 2017
At Montgomery, we strictly adhere to a value philosophy with the goal of purchasing businesses with defensible economic moats at cheap prices. So how does the Montgomery team think about finding attractive investment opportunities?
by George Hadjia Posted in Video Insights
March 15, 2017
In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.
by Scott Shuttleworth Posted in Video Insights
March 6, 2017
At Montgomery we focus heavily on a company’s prospects. This refers to the outlook for the company’s earnings growth. While a growing earnings stream is valuable, not all growth is equal. In this video Stuart discusses two types of growth: organic and acquisition.
by Stuart Jackson Posted in Video Insights
February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights
February 7, 2017
January 19, 2017
With Donald Trump’s inauguration just around the corner and tax reform a top agenda item for both the new administration and the Republican-controlled Congress, it is important for investors to consider the implications of the Republicans’ proposed overhaul of the US tax code.
by Daniel Wu Posted in Video Insights
December 21, 2016
December 16, 2016
Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.
by Roger Montgomery Posted in Editor's Pick, Video Insights
December 13, 2016
As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.
by David Buckland Posted in Video Insights