A step down in the healthcare sector
Our investment style is focused around value and quality, which are concepts that work well over long stretches of time, but can have very mixed performance over shorter periods of time. This week we discuss the materials and healthcare sectors.
Tim joined Montgomery in July 2012 and is a senior member of the investment team. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Tim focuses on quant investing and market-neutral strategies.
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Kelvin Ng
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Hi Tim, thanks very much. That’s fantastic, please stick to your guns. I would be worried if you deviated from your stated investment philosophy based on market sentiment/ fads.
Kelvin