Insightful Insights

Who wouldn’t want to see their investment go up with everyone else, but not down when everyone was?

The Upside/Downside Capture chart reveals the ability of The Montgomery Fund, since inception, to shepherd investors through months that have been negative for the broader market.

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by Roger Montgomery Posted in Insightful Insights.

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Sirtex Limited (ASX: SRX) is a key holding in both domestic Montgomery funds and we have discussed its developments and our thoughts numerous times in the past on this blog. More recently we took a look at the 2015 full year results which in our view, have been the strongest so far this reporting season (by some margin). continue…

by Russell Muldoon Posted in Health Care, Insightful Insights.

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We recently received an interesting email, that we thought we should share with our blog subscribers.

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by Roger Montgomery Posted in Insightful Insights.

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As we discussed in a blog post last month, pathology markets around the world are predominantly supported by government funding. This is a blessing and a curse for private operators, evidenced by Sonic Healthcare’s latest announcement. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.

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Do we have a property bubble in Australia? It’s a topic that has numerous sides to the debate; from supply, demand, debt levels and affordability. However, perhaps the best view of the state of Australia’s property market has rather silently and with little fanfare come straight from the prudential regulator of the Australian financial services industry. continue…

by Russell Muldoon Posted in Insightful Insights, Property.

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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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Cochlear (ASX: COH) shares took a step back this week following an underwhelming full year profit report. While the business continues to grow, the market expected more, and some scale back of FY16 expectations was required. continue…

by Tim Kelley Posted in Health Care, Insightful Insights.

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The Montgomery funds took a position in glove manufacturer, Ansell (ASX: ANN), after its first half result for the 2015 financial year exceeded our expectations. Six months on the company has announced its full year report, and while the results did not exceed the market’s expectations, our investment thesis remains intact. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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Freelancer shares (not owned by Montgomery) entered a trading halt last week, pending an announcement. While we were aware of the reason for the halt, not all market participants were, so we were unable to discuss this issue with you at the time. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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