Investing Education
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ETFs inevitably boost the value of fewer outperformers
Lisa Fedorenko
March 3, 2017
Across the investment world, ETFs are on the rise. And for good reason – as Tim recently noted, ETFs outperform many actively managed funds. But the growing popularity of ETFs is having another consequence – it is making outperforming managed funds even more valuable, and pushing underperforming funds out faster. continue…
by Lisa Fedorenko Posted in Investing Education.
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How Berkshire Hathaway views investments in China, airlines and tech
Roger Montgomery
February 28, 2017
If you had money to invest, where should you put it? According to Warren Buffett’s business partner, Charlie Munger, you should look at China. Munger shared his investment insights in a recent interview. It makes vital reading for all investors in global equities, and those with holdings in The Montgomery Global Fund. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Why we continue to steer clear of cyclical businesses
Roger Montgomery
February 22, 2017
It’s painful watching the share prices of companies we don’t own rising, and doubly insulting watching the prices of those we do own declining. For over half a year we, along with our investors, have had to endure this ‘new order’, in which cyclical businesses have been on a tear, while many quality businesses have been punished. But looking at our performance over the longer term makes me confident we have the right strategy.
continue…by Roger Montgomery Posted in Investing Education.
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Value investing giant, Seth Klarman, issues a warning to all investors
Roger Montgomery
February 16, 2017
Seth Klarman’s Baupost Group is the world’s 11th largest hedge fund. And Klarman, a renowned value investor, has sometimes been compared to Warren Buffett. So when he offers his analysis, it’s worth reading. Which is why we’re pleased to bring you excerpts from Klarman’s latest investor letter. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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When directors sell, should you sell too?
Tim Kelley
February 9, 2017
When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? We did some research to get closer to the truth. continue…
by Tim Kelley Posted in Investing Education.
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Can a machine read company announcements?
Tim Kelley
January 31, 2017
Regular readers will know that our investment process takes advantage of quantitative analysis to identify potentially interesting investment opportunities. To do this analysis, we “train” a computer model to distinguish between strong and weak investment candidates using historical data, and then apply the resulting model to try to try to identify tomorrow’s successful investments. continue…
by Tim Kelley Posted in Investing Education.
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Howard Marks’s seven lessons for investors
David Buckland
November 24, 2016
Howard Marks is the Founder and Co-Chairman of Oaktree Capital Management – which manages funds of around US$100b. He is greatly respected for his investment strategies and insights. I recently heard him speak at the Sohn Hearts and Minds Conference and re-read his book, ‘The Most Important Thing’. In a nutshell, Marks has seven key lessons for all investors. continue…
by David Buckland Posted in Editor's Pick, Investing Education.
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ETFs are not idiot-proof – just dumb investing
Roger Montgomery
October 17, 2016
Lately, we’ve seen an escalation in marketing by providers of index funds, and truth has been the first casualty. To our way of thinking, index investing is simply dumb investing, geared to know-nothing investors. But if you’re reading this, then that’s not you.
continue…by Roger Montgomery Posted in Investing Education.
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Will your super win the Premiership this year?
Scott Phillips
October 1, 2016
If you’re more excited by the prospect of the upcoming AFL and NRL footy finals than the returns in your superfund, then you’re not alone. For most people, superannuation does not make great conversation and many tend to take a ‘set and forget’ approach. But if you’re looking to take control of your retirement savings, then a more active approach is the way to go. continue…
by Scott Phillips Posted in Investing Education.
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How to cut your ‘fat tail’ risk
Roger Montgomery
September 19, 2016
Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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