Andrew Macken is a Portfolio Manager at Montgomery Global Investment Management. Andrew joined Montgomery in March 2014 after spending four years as a Research Analyst under Jim Chanos at Kynikos Associates in New York.
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In this article published in The Sydney Morning Herald John McDuling discusses Facebook and draws on some insight provided by Andrew Macken. Read here.
In this week’s video insight Andrew discusses the potential impact of Amazon on active equity funds management. Continue…
Have you noticed how the quality of TV content has changed over the last decade? Game of Thrones, Homeland, Ozark, Breaking Bad, House of Cards. These shows are recent examples of high-value writing, casting and production which have sparked the age of “binge-watching”. Others are calling it “peak TV”.
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With so much noise coming in on a daily basis, it is sometimes hard for investors to keep a clear mind. Whether it’s distractions from President Trump, fears of the Fed, missiles launched from North Korea, the Brexit negotiations, the Qatar blockade or rumblings of a Chinese (and Australian) property bubble, investors could be forgiven for thinking there are few sensible investment opportunities left today. Continue…
Since the beginning of the new year, Australians have received around a 10 percent pay rise. But this is not your typical pay rise. This pay rise does not result in more dollars in your bank account. Nor does it mean you can afford a bigger Australian home. So what kind of a pay rise is it exactly? Continue…
In this article published in the Herald Sun, Andrew discusses how the ‘overvalued’ Aussie dollar has given a nation wide pay rise, although this pay rise does not give you more dollars in your bank account it allows you to buy more foreign assets more cheaply than previously . Read here.
In this article published in Money Magazine, Andy discusses global technology and high performing tech companies. Read here.
In this week’s video insight Andrew discusses the Montgomery Global Fund and how it offers Australian investors ownership of some of the world’s great businesses that are undervalued. Continue…
When Facebook (NASDAQ: FB) reported its second-quarter results for 2017 last month, it wasn’t the company’s unexpected revenue or earnings outperformance that caught our eye – though the extraordinary quality of this business never ceases to amaze. Continue…
Optimism bias describes the human tendency to believe that things will turn out better than they actually do. When it comes to investing, optimism bias can lead you to overpay for assets, and this can impact your investment returns. Thankfully, there are ways we can manage it. Continue…
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