Investing Education
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The Anatomy of the Australian Small Cap Market
Gary Rollo
September 16, 2019
We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify the small-cap universe. continue…
by Gary Rollo Posted in Investing Education, Market commentary.
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What does life cycle investing mean?
Dominic Rose
September 2, 2019
The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions. How do we profit from companies as they grow? continue…
by Dominic Rose Posted in Investing Education.
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Why add small caps to your portfolio
Dominic Rose
August 20, 2019
If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic.’ It is truly dynamic in the sense that it is constantly changing and evolving which creates exciting opportunities for astute investors. continue…
by Dominic Rose Posted in Investing Education.
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How to profit from short selling
Joseph Kim
July 22, 2019
As you likely know, short selling is a trading strategy that involves borrowing and then selling shares in a business, with the aim of buying them back and returning them when the share price falls. What you may not realise is that it’s possible to take advantage when other investors short sell a stock. continue…
by Joseph Kim Posted in Editor's Pick, Investing Education.
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If rates are low forever, can asset prices fall?
Roger Montgomery
July 9, 2019
There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Finding value, the marginal return on capital
Stuart Jackson
June 18, 2019
In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other variables that are equally relevant in determining whether a stock represents a good investment from both a quality and a valuation perspective. continue…
by Stuart Jackson Posted in Economics, Investing Education.
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A closer look at distributions
Dean Curnow
June 13, 2019
It is everyone’s favourite time of year, and for those not in financial services, I am not referring to the peak of winter, I am referring to 30 June. Across the Montgomery suite of strategies, some of our actively managed equity funds will look to pay a distribution come 30 June. Here I summarise some of the finer points to be mindful of as a unit holder in a managed fund, and what this may mean for you. continue…
by Dean Curnow Posted in Investing Education.
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Keeping an eye on the dividend
Tim Kelley
May 2, 2019
Australian investors love their dividends, especially fully-franked dividends that can offer an appealing effective rate of income compared with fixed-interest alternatives, and it’s easy to understand why. continue…
by Tim Kelley Posted in Investing Education.
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How will franking credit changes impact your investments?
Dean Curnow
April 26, 2019
At Montgomery, we have a large number of self-funded retirees invested across our suite of investment strategies. Like many others in our readership, they too are nervous about the proposed changes – should the ALP be elected – surrounding the treatment of franking credit cash refunds for those in retirement. continue…
by Dean Curnow Posted in Editor's Pick, Investing Education.
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Reverse engineering expectations to yield an edge
David Buckland
April 18, 2019
A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! continue…
by David Buckland Posted in Companies, Investing Education.
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