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  • As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here

latest feature

Australian small companies outlook for 2023

latest feature

Australian small companies outlook for 2023

Michael Gollagher
February 1, 2023

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. continue…

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after continue...

by Michael Gollagher Posted in Market commentary.
  • save this article
Corporate Travel Management
Is Corporate Travel the pick of Australia’s travel stocks?
January 18, 2023

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resources stocks video
My top picks in the resources sector
January 31, 2023
by Gary Rollo
IMDEX acquires Devico
IMDEX’s strategic acquisition of Devico
January 24, 2023
by David Buckland
investing for the future
Don’t invest by looking in the rear-view mirror
January 17, 2023
by David Buckland
Roger Montgomery's Christmas Message 2022
December 21, 2022
by Roger Montgomery
  • Fear and Greed: an investor’s guide to mergers and acquisitions

    Roger Montgomery
    February 6, 2023

    Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?

    by Roger Montgomery Posted in Podcast Channel.
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    • POSTED IN Podcast Channel.
  • 2023 outlook

    Why I’m cautiously optimistic about 2023

    Roger Montgomery
    February 6, 2023

    A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has even warned that stocks could plunge a ‘stomach-churning 50 per cent’ from here. But I’m not so sure. I think there are plenty of reasons to be cautiously optimistic about the year ahead. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    2023 outlook
  • growth in private debt

    Australian superfunds driving growth in private debt

    Dean Curnow
    February 3, 2023

    At the end of 2021, Ernst and Young in an annual paper exploring the private debt market in Australia estimated its size to be AU$133 billion and growing 21 per cent year on year.[1] Whilst at a record size for Australia, it remains vastly immature when compared globally where the private debt market is estimated to be as large as US$1.2 trillion which has grown by 13.5 per cent annually over the last decade.[2] Continue…

    by Dean Curnow Posted in Aura Group.
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    • POSTED IN Aura Group.
    growth in private debt
  • Wonderful companies at wonderful prices?

    Polen Capital
    February 2, 2023

    “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. Continue…

    by Polen Capital Posted in Polen Capital.
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    • POSTED IN Polen Capital.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • resources stocks video

    My top picks in the resources sector

    Gary Rollo
    January 31, 2023

    In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…

    by Gary Rollo Posted in Companies, Energy / Resources, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Energy / Resources, Stocks We Like, Video Insights.
    resources stocks video
  • February 2023 reporting season calendar

    David Buckland
    January 30, 2023

    Australia may have fared better than its international peers, but markets still took a pummelling in 2022. With the scoresheet now posted for last year’s returns it is worth considering what may be in store for investors in 2023. Over the next month Australia’s largest companies will report their half-year financial reports. 
    Continue…

    by David Buckland Posted in Investing Education.
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    • POSTED IN Investing Education.
  • Non-bank lenders opportunity

    A $9 billion Opportunity for Non-bank SME Lenders

    Brett Craig
    January 30, 2023

    The conclusion of the Term Funding Facility and conclusion of the Federal Government Coronavirus SME Guarantee Scheme means approximately $9 billion1 of SME credit will require refinancing by Australian non-bank lenders over 2023 and 2024. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Non-bank lenders opportunity
  • Aura Private Credit: Letter to investors 27 January 2023

    Brett Craig
    January 27, 2023

    This week, the December 2022 quarterly Consumer Price Index (CPI) reported the fourth consecutive quarter to show a rise greater than any seen since the introduction of GST in 2000. With the persistent inflationary pressure not yet showing any signs of slowing, further RBA rate rises are certainly on the cards. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick.
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    • POSTED IN Aura Group, Editor's Pick.
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WHITEPAPERS

ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

READ HERE
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WHITEPAPER

ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

READ HERE

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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