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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How do we determine the cash weighting for The Montgomery Fund?
Tim Kelley
April 15, 2019
We are often asked to explain how we manage the cash weighting, and the most recent market pullback at the end of 2018 provides a useful example to illustrate our approach to managing cash. continue…
by Tim Kelley Posted in Investing Education.
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An alternative way to look at the largest ASX-listed companies
Tim Kelley
March 8, 2019
One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. continue…
by Tim Kelley Posted in Companies, Investing Education.
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Acquiring versus Outsourcing Expertise
David Buckland
March 1, 2019
Research shows that investing in the stock market over a long-term will produce higher returns than any other asset class. Although investors have to be able to withstand the volatility and some expertise is required. Where should one gain this expertise? continue…
by David Buckland Posted in Investing Education.
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The Year Ahead, Tell Us What You Think – The Results
Dean Curnow
February 20, 2019
We recently asked our readers to answer three questions on where they think the best returns will come from and what risks lie ahead for equity markets in 2019. Here are the results. continue…
by Dean Curnow Posted in Investing Education.
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What 2018’s IPOs are telling us about the Australian market
Roger Montgomery
February 19, 2019
The annual performance of IPOs can shed new light on the state of the share market. So the recently released 2018 IPO Watch report from HLB Mann Judd makes very interesting reading, and provides a pointer to the year ahead. continue…
by Roger Montgomery Posted in Companies, Investing Education.
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Again with Investment Risk
Tim Kelley
February 8, 2019
As regular readers will know only too well, one of my pet peeves in investment markets is a lack of understanding of the role played by chance. continue…
by Tim Kelley Posted in Investing Education.
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