Investing Education
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How to invest your super with Montgomery
Dean Curnow
September 4, 2018
Superannuation funds, from retail to industry funds, offer different levels of investment choice and control over how your super is invested. The investment options available play an important role in what super fund you may want to invest in. continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates.
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One-Off Items Field Guide: Onerous Leases
Tim Kelley
August 27, 2018
Something that has caught our eye recently is a prevalence of companies taking onerous lease provisions as part of their financial reporting. continue…
by Tim Kelley Posted in Investing Education.
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Two ways to measure risk adjusted returns
Dean Curnow
August 17, 2018
At Montgomery we are constantly asked which fund of ours is the best to invest in? This is an incredibly difficult question to answer, as a) we don’t provide financial advice and are unaware of each of your personal circumstances (and risk preferences), and b) the strategies are not all created equal, in that they are trying to achieve slightly different things from an objective point of view by way of investment design. continue…
by Dean Curnow Posted in Investing Education.
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Could new government regulations crimp company profits?
Joseph Kim
August 13, 2018
The media is bringing us daily reports of government reviews, proposed policies and regulations for the financial services, energy and health sectors. Depending on what gets decided, the new regulatory landscape could have big repercussions for a number of major Australian businesses. continue…
by Joseph Kim Posted in Investing Education.
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How do we calculate total returns? And, how do Trusts calculate distributable income?
David Buckland
July 19, 2018
This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Exchange Traded Everything
Dean Curnow
June 25, 2018
The rise of Exchange Traded Product’s (ETP) has been a blessing for some investors but a headache for others. With a buffet of listed strategies now available via the ASX, investors are asking which structure is best for me? And what are the differences between each? continue…
by Dean Curnow Posted in Investing Education.
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An odd period for quant in the Australian equity market
Tim Kelley
June 12, 2018
Many investment managers use quantitative screens to focus their attention on the investment opportunities that are most likely to reward close study, and we are certainly among them. Over the years we have built software tools that make it easy for us to analyse the historic performance of a wide range of fundamental and other data points in forecasting future investment performance. continue…
by Tim Kelley Posted in Investing Education.
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Three key lessons for value investors
Lisa Fedorenko
June 8, 2018
In my time at Montgomery, I’ve learnt many valuable investment lessons. Here, I want to share three key lessons that have been instrumental to the way I make investment decisions. continue…
by Lisa Fedorenko Posted in Investing Education.
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Can an investor profit from M&A activity?
Andreas Lundberg
May 25, 2018
Merger and acquisition (M&A) activity in Australia has soared over the last year. With lofty premiums being bid by many would-be suitors, it makes you wonder: is there a way for investors to profit from all this M&A action? continue…
by Andreas Lundberg Posted in Investing Education.
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What kind of investor are you?
Tim Kelley
May 23, 2018
One of the features of active equity investing is its zero-sum nature (in aggregate). By that, I mean that when an investor “beats” the market, some other investor must get beaten. Averages being what they are, there needs to be an equal representation of investors who deliver above average performance and investors who deliver below average performance. continue…
by Tim Kelley Posted in Investing Education.
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