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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If you ask grandparents today what brands they consume, you will typically be answered with a litany of major, global brands that have very long histories. Think of Campbell’s soup, Gillette razor blades, Kraft Cheese, Energizer batteries or Kellogg’s corn flakes, to name just a few. Continue…
Montgomery Global (MGIM) would like to welcome a new member to its team, JD Pinto. JD adds to the diverse and complementary set of global experiences of our team of 10. Continue…
In this article published in the Herald Sun, Andrew discusses why things are about to get more challenging for brick-and-mortar retail. There are increasing costs, slowing demand and new distribution models. Are you exposed to any retail investments? Read more.
Mark Draper published an article in the Australian Financial Review which discusses Apple, Buffet owns around 5 per cent of Apple in Berkshire Hathaway so what’s behind the investment case? Mark also notes that you can own Apple through our global funds including the Montgomery Global Fund and our listed Montgomery Global Equities Fund (ASX:MOGL). Read here. Continue…
Spare a thought for those in the business of brick-and-mortar retail in Australia. While never easy at the best of times, life is about to get a lot more challenging. From increasing costs of new distribution models, to slowing consumer demand: it’s a double-whammy of headwinds that have only just begun. Continue…
In this week’s video insight Andrew discusses President Trump’s escalating trade war and the US monetary policies. These two categories include drivers that have led to the equity market rotation we are currently observing.
John McDuling published an article in The Sydney Morning Herald which discusses US tech giants, Amazon and Facebook. John mentions Andrew’s view on Facebook and why it is important to note the resilience of the business lies in the portfolio of properties that Facebook owns not just Facebook itself. Read here.
Vesna Poljak wrote an article in the Australian Financial Review which mentions Andrew’s views on the US and China trade war. How much is it impacting global markets? Read here.
In this article published in the Herald Sun, Andrew discusses the current conditions for Australian investors. Mortgage rates have been increasing and the Australian dollar has been deprecating, both of these dynamics are largely out of our control. Read here.
It’s not every night that a New Zealand-based friend of the firm alerts us to the fact that our global long-only strategy, the Montgomery Global Fund, is currently ranked first by Morningstar in our category over the last three-year period. Continue…
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