Editor’s Pick
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Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Focus on inflation if you want to profit from market volatility
Roger Montgomery
September 28, 2022
Global markets are clearly spooked by the U.S. Federal Reserve pushing up interest rates in order to rein in inflation. But fear not. Because inflation is always followed by disinflation. And research shows that shares do very well in a disinflationary environment. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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- POSTED IN Editor's Pick, Market commentary
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Reporting season in review – a small companies perspective
Michael Gollagher
September 27, 2022
Leading into reporting season this year, it felt more critical than usual from an investor’s perspective. This was driven mainly by the ever-changing macro backdrop which at this point in time could be argued is driving share prices more so than company fundamentals. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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- POSTED IN Companies, Editor's Pick, Stocks We Like
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Why the risk-reward ratio is looking good for quality small caps
Roger Montgomery
September 23, 2022
Since January, world markets have been selling off. As a result, a number of quality small cap businesses are now trading at very attractive multiples. Is now a good time to invest in quality small caps? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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- POSTED IN Editor's Pick, Market commentary
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What three billionaire investors think the future holds
Roger Montgomery
September 21, 2022
In a recent podcast, famed U.S. investor Howard Marks noted that “there are no facts about the future, just opinions.” But that truism hasn’t stopped three of his fellow billionaires – Bill Ackman, Stanley Druckenmiller and Ray Dalio – airing their views on the prospects for the global economy and investment returns. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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A look at The Montgomery Fund’s future
Roger Montgomery
September 15, 2022
With Sean, Alan and Dan, from Australian Eagle, having now planted their feet firmly under the desks here at the Montgomery offices in Castlereagh Street, I thought it was time I share some more of the reasoning behind our partnership. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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Why we are underweight consumer discretionary companies?
Roger Montgomery
September 12, 2022
There are no doubts some extraordinary businesses exist in the Australian consumer discretionary sector. Names like ARB, Nick Scali, JB Hi-Fi and Lovisa jump to mind as soon as talk turns to the consumer. But as we examine the shape of our portfolios, one glaring active weight is the underweighting we have to consumer discretionary companies. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Brett Craig introduces private credit and the Aura Core Income Fund
Roger Montgomery
September 9, 2022
In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Montgomery News and Updates.
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An update on the Montgomery business
Roger Montgomery
September 7, 2022
In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates, Video Insights.
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ARB and the long game
Roger Montgomery
September 6, 2022
ARB Corporation (ASX:ARB) – the Australian-based global manufacturer and distributor of aftermarket 4WD parts and accessories – has been a stellar performer since listing on the ASX in 1987. It’s a quality business, with sustainable and valuable competitive advantages that enjoys attractive long-term economics. ARB’s share price soared during the lockdowns, but has dropped over 42 per cent in the past year. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.