• It’s time to consider short-selling as a mainstream investment strategy

    Roger Montgomery
    October 4, 2016

    In an environment where low returns are the corollary of high asset prices – and the best-case scenario for most investors – any strategy that can add alpha from short-selling needs to move from the ‘alternative’ space into the mainstream. Yes, it’s time to consider short-selling as part of your investment strategy.
    Continue…

    by Roger Montgomery Posted in Market commentary.
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  • Reasons to invest in a market neutral fund

    Roger Montgomery
    September 21, 2016

    Buy low.  Sell high.  That’s all there is to it, right?  Well, not quite.  You see there are alternative strategies that not enough investors are taking advantage of.  You could sell first and buy later at a lower price. As long as the selling is at a higher price than the buying, it doesn’t matter which comes first, you’ll still make a profit. Continue…

    by Roger Montgomery Posted in Market commentary.
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  • How to cut your ‘fat tail’ risk

    Roger Montgomery
    September 19, 2016

    Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. Continue…

    by Roger Montgomery Posted in Editor's Pick, Investing Education.
  • Alternative strategies: a short story

    Roger Montgomery
    September 17, 2016

    Buy low. Sell high. That’s all there is to investing, right? In this column published in The Australian, Roger discusses some alternative investment strategies. Read here.

    by Roger Montgomery Posted in In the Press.
  • Market Correction? What to do next.

    Roger Montgomery
    September 12, 2016

    We all know that major corrections in the stock market occur more frequently than academic models suggest and more frequently than we would like.  The question of course is not ‘if’ the market will correct but ‘when’? Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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