People often ask me; “What’s it like to work at Montgomery Investment Management?” So I thought I’d try and lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This month, I talk to Andrew Macken, Portfolio Manager for the newly launched Montgomery Global and Montaka Global Funds. Continue…

by Scott Phillips Posted in Insightful Insights.

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Many have recently seen the picture of the Chinese fruiterer trading the equity market at his ramshackle cart. Last week I had my own experience of a Chinese immigrant taxi driver who was ferrying me from the city back to Ultimo. Continue…

by Scott Phillips Posted in Foreign Currency, Insightful Insights.

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It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!

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by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.

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In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick.

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by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

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Victoria Tait writes a piece about the great financial market debate between active versus passive investment management. She mentions Head of Distribution Scott Phillips and the advantages he believes lie within active management. Read here.

by Scott Phillips Posted in On the Internet.

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In my ongoing interview series of Montgomery Investment Management staff I talk to Analyst Ben MacNevin, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. Continue…

by Scott Phillips Posted in Insightful Insights.

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The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies. 

by Scott Phillips Posted in Insightful Insights, Whitepapers.

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People often ask me, “what’s it like to work at Montgomery?” So I decided to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This week, I spoke with Russell Muldoon, Portfolio Manager and Senior Analyst. Continue…

by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

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The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. Continue…

by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.

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Montgomery are excited to announce we are a Gold sponsor at this year’s annual Financial Community Aid Program (FICAP) fundraising event. To date FICAP has raised over $850,000 for a number of worthwhile charities and have made a commitment to reach one million dollars for the kids of NSW. Continue…

by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

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