Investing Education
-
If you can’t pay cash, you don’t deserve it
Roger Montgomery
February 23, 2016
National Australia Bank head of wealth management Andrew Haggar was recently quoted sharing a disturbing statistic: half the population lives from pay cheque to pay cheque. This column offers the foundational elements of personal finance that may not only plant the seed of future financial security for many, but also satisfy the germinating demand for financial literacy and competency.
Click on the image below to read Roger’s Australian article.
You can read all of the team’s press articles through browsing our media library, view more articles here.by Roger Montgomery Posted in Insightful Insights, Investing Education.
-
Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
-
Value Investing Series, Part 3
Roger Montgomery
January 28, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 3, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
-
Spotting value in an uncertain climate
Roger Montgomery
January 27, 2016
We aren’t in the business of forecasting and it has no place in our investment process which last year delivered investors in The Montgomery Fund returns of more than 19 per cent against the stock market returns of just 2.8 per cent inclusive of dividends. At the beginning of 2015 we thought there wasn’t a lot of value around and lower returns should be expected. Even though we were right about the market’s aggregate return, it didn’t prevent the generation of attractive returns for investors. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation.
-
Value Investing Series, Part 1&2
Roger Montgomery
January 21, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. We will share a six-part series across the blog over coming weeks.
by Roger Montgomery Posted in Insightful Insights, Investing Education.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Any value out there at the moment?
Roger Montgomery
December 8, 2015
It seems to many that the year about to conclude has been a tough one for investors. On a macroeconomic level the US Federal Reserve’s warnings of rate rises, followed by inaction, made uncertainty a given, while China’s deepening slowdown combined with a local chase for yield, set many investors up for a painful reckoning. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
-
Chasing dividends often overlooks growth
Roger Montgomery
December 7, 2015
We have previously written about the bubble in stocks (and inevitably property) inflated by the baby boomer’s desperate search for yield. We described the pursuit of yield as a fad. So, while we were not surprised to watch investors rushing into higher yielding banks and Telstra, we were shocked to hear of investors buying BHP for its ‘progressive’ dividend. continue…
by Roger Montgomery Posted in Investing Education, Market Valuation.
-
Three things every investor must avoid
David Buckland
November 2, 2015
The path to investment success is fraught with peril. It needn’t be this way, but along the road there are many traps for the unwary, and it seems that the natural state for we humans – at least when it comes to investments – is a certain level of unwariness.
With this in mind, we’ve set out below what we see as some of the main pitfalls along the way, and some thoughts on how you may avoid them.
by David Buckland Posted in Insightful Insights, Investing Education.
-
Contemplating Risk
Ben MacNevin
October 26, 2015
Investing means dealing with uncertainty, and risk, by its very nature, is unquantifiable. But while it is impossible to predict the future, it can be a very useful exercise for investors to rigorously consider a range of possible outcomes for a business, with a particular focus on the downside. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
-
Value Creation – Part 1
Russell Muldoon
October 22, 2015
When it comes to investing, choosing the right businesses to back may seem like a daunting task. With literally thousands of opportunities presented to you daily and loads of exciting ‘stories’ that management teams are more than happy to tell you about in order to attract your capital, there’s a way you can further break down the opportunity set into more bite sized chunks. continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education.
