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 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…
For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing. Meanwhile, the Aussie dollar has been depreciating against the US dollar, which is eroding the global purchasing power of all Australians. Unfortunately, these dynamics are largely out of our control. Continue…
When navigating global equity markets, it helps to align one’s sails to the major tailwinds of growth. We have written about the advantages of investing with tailwinds on numerous occasions in the past Continue…
Candice Chung published an article in In The Black with comments from Andrew Macken on optimism bias when investing. Optimism bias, the human tendency to believe that things will turn out better than they will. A recent study has shown that up to 80% of people experience this bias. So what makes this dangerous in investing? Read here.
Our Montaka strategy passed its three-year anniversary on June 30 2018 and we are delighted by the results we have delivered our investors to date. In this week’s video insight Andrew discusses how Montaka achieves upside as well as reduces the negative impact from market downturns. Continue…
All too often, investors rely on conventional wisdom – ideas that were once true, but no longer hold. Great investment opportunities can come from questioning these ideas. Continue…
June 30, 2018 marked the three-year anniversary of the Montgomery Global Fund. In this week’s video insight Andrew discusses what the fund has delivered after three years and which sectors and companies we own. Continue…
Mark Draper published an article in the Australian Financial Review which discusses Andrew’s four key characteristics that make a good short. Read here.
The tit-for-tat trade war between the US and China is ramping up, with neither country showing signs of backing down. This is a major global issue, and it looks like it’s getting worse before it gets better. Continue…
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