ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • emerging markets
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Group

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • Watch our recent video insight with David and Damon Ficklin from Polen Capital as they give some insight into the strategy behind the Polen Capital Global Growth Fund here

latest feature

Dear young investor: MINIMISE your contributions to super

latest feature

Dear young investor: MINIMISE your contributions to super

Roger Montgomery
September 18, 2023

Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one. That article made it clear Australians’ superannuation would not be the great source of wealth accumulation for the youth that it once was, and still is, for the older cohort of baby boomers. continue…

Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that continue...

by Roger Montgomery Posted in Investing Education.
  • 8 Comments
  • save this article
  • 8
How do we calculate total returns?
September 15, 2023

MONTGOMERY

WHITEPAPERS

library of recent papers
  • Hidden in plain sight: our quest for quality around the world
  • With Private Credit Funds it’s protection not a recession that matters
  • Quality’s performance across the business cycle
subscribe sign in

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
The investment thesis behind Workday - a holding in the Polen Capital Global Growth Fund
September 26, 2023
by David Buckland
Economic insights from reporting season
September 18, 2023
by Roger Montgomery
Navigating the FY23 reporting season: Tech and retail sector highlights
September 13, 2023
by Roger Montgomery
The Montgomery Small Companies Fund has had a cracking few months
September 7, 2023
by Gary Rollo
  • Dollar cost averaging: navigating market volatility for long term success

    Roger Montgomery
    September 29, 2023

    Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. Continue…

    by Roger Montgomery Posted in Investing Education.
    • save this article
    • POSTED IN Investing Education.
  • The rise of uranium and the opportunity for small cap investors

    Michael Gollagher
    September 28, 2023

    Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. Continue…

    by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
    • save this article
    • POSTED IN Energy / Resources, Market commentary, Stocks We Like.
  • Retirement planning assumptions and solutions

    Roger Montgomery
    September 28, 2023

    Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. Continue…

    by Roger Montgomery Posted in Investing Education.
    • save this article
    • POSTED IN Investing Education.
  • Tuas still growing at a strong clip in Singapore

    Roger Montgomery
    September 27, 2023

    Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the merger between TPG and Vodafone in 2020 and formerly known as TPG Telecom Pte Ltd (TPG Singapore). Continue…

    by Roger Montgomery Posted in Companies.
    • save this article
    • POSTED IN Companies.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund

    David Buckland
    September 26, 2023

    In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. Continue…

    by David Buckland Posted in Polen Capital, Stocks We Like, Video Insights.
    • watch video
    • save this article
    • POSTED IN Polen Capital, Stocks We Like, Video Insights.
  • Generative AI’s growing impact on businesses

    Roger Montgomery
    September 25, 2023

    Over recent years, artificial intelligence (AI) has gained considerable traction. And on the back of the resultant excitement, price-earnings (P/E) ratios for stocks even remotely related have soared. Is the excitement premature? Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • Ausbiz – How AI can fundamentally change the business landscape

    Roger Montgomery
    September 22, 2023

    In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here

    by Roger Montgomery Posted in TV Appearances.
    • save this article
    • POSTED IN TV Appearances.
  • The OECD says core inflation remains persistent in many countries

    David Buckland
    September 22, 2023

    With forecasters failing to predict the acceleration of inflation from 2021, and its subsequent persistence, it is unsurprising that the U.S. ten-year treasury bonds now exceeds 4.4 per cent, the highest yield recorded in 16 years. Continue…

    by David Buckland Posted in Economics, Market commentary.
    • save this article
    • POSTED IN Economics, Market commentary.
  • 1
  • 2
  • 3
  • 4

WHITEPAPERS

WITH PRIVATE CREDIT FUNDS IT’S PROTECTION NOT A RECESSION THAT MATTERS

Many investors think about investing ‘tactically’, by waiting for a recession or some sort of economic setback before proceeding. But this is not required with private credit. Our latest whitepaper reveals why protection is more important than recession for a fund earning monthly income.

READ HERE
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Sean
    Sequeira
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

WHITEPAPER

WITH PRIVATE CREDIT FUNDS IT’S PROTECTION NOT A RECESSION THAT MATTERS

Many investors think about investing ‘tactically’, by waiting for a recession or some sort of economic setback before proceeding. But this is not required with private credit. Our latest whitepaper reveals why protection is more important than recession for a fund earning monthly income.

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.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA HIGH YIELD SME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • emerging markets
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Group
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

or

We are anti-spam & respect your privacy.

Remember Me
Lost password?
Not already subscribed? Subscribe in seconds.
Cancel
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.