Scott Phillips
Scott Phillips joined Montgomery Investment Management in 2013.
Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
articles by Scott Phillips
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Discounts a plenty in the LICs market
Scott Phillips
April 22, 2016
The rather lackluster start to the year from both Australian Equities and Global Equities (in Australian dollars) has been met with an increased number of LICs (Listed Investment Companies) trading at discounts to their Net Tangible Assets backing. In fact 59 out of the 87 LICs trading on the ASX now trade at a discount, with 29 of them trading at a discount of more than 10 per cent. Continue…
by Scott Phillips Posted in Insightful Insights.
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Do people who open a SMSF actually get higher returns?
Scott Phillips
April 13, 2016
Recent figures from APRA show that there are over 565,000 self-managed super funds in operation as at December 2015 and that represent 29.1 per cent of all superannuation assets in Australia. There is no doubt that the growth of SMSFs has been phenomenal considering they are, at their essence, just a structure and are not product sold or promoted by a particular company, such as an iPhone or a pair of Nike shoes. Continue…
by Scott Phillips Posted in Insightful Insights.
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The people behind the process
Scott Phillips
March 4, 2016
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. I catch up to George Hadjia, Analyst for the Montgomery Global Fund and the Montaka Global Fund. Continue…
by Scott Phillips Posted in Insightful Insights.
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How did industry super fare in 2015?
Scott Phillips
February 25, 2016
Many keen tennis fans who watched the free-to-air coverage of the Australian Open this year would have undoubtedly seen the in-game advertising by Industry SuperFunds Australia. The advertising compared the two players on court performance at the completion of the set. It was usually accompanied by a commentator causally trying to work the phrase ‘compare the pair‘ into their analysis of the game, and an Industry SuperFunds Australia logo would also appear on screen (some may have found it to be the perfect time to take a bathroom break). Continue…
by Scott Phillips Posted in Insightful Insights, Investing Education.
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How diverse is your super or SMSF investment portfolio?
Scott Phillips
January 21, 2016
Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. Continue…
by Scott Phillips Posted in Insightful Insights.
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Big isn’t always beautiful
Scott Phillips
November 20, 2015
Index Fund investments are mirror images of the entire investing universe. For example, an Australian Shares Index Fund consists of about 200 or 300 investments in each of the largest companies on the ASX weighted by market capitalisation. People invest in Index Funds usually for two reasons. Firstly, simplicity. You do not have to choose particular investments as you own them all and secondly Index Funds, being passive investments, are inexpensive. Continue…
by Scott Phillips Posted in Insightful Insights.
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Considering converting your super to a SMSF?
Scott Phillips
November 11, 2015
Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…
by Scott Phillips Posted in Insightful Insights.
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The people behind the process
Scott Phillips
October 23, 2015
Continuing my ongoing series of interviews with Montgomery staff, where I lift the lid and see what makes the people behind the process and the impressive numbers tick, I catch up with Christopher Demasi, Co-Portfolio Manager for the Montgomery Global Fund and Senior Analyst for the Montaka Global Fund. Continue…
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The people behind the process
Scott Phillips
September 11, 2015
This month, I talk to Stuart Jackson, Senior Analyst for The Montgomery Fund who recently joined us from a long career at JP Morgan (formerly Ord Minnett) where he was most recently Deputy Head of Research. Continue…
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