Investing Education
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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A pleasing two years for The Montgomery Fund
David Buckland
September 4, 2014
The Montgomery Fund was launched on 17 August 2012, with a minimum initial investment of $25,000, and has just celebrated its second anniversary. In the period to 31 August 2014, The Fund has delivered an absolute return of 51.32 per cent, after expenses. continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Looking again at value
Tim Kelley
August 18, 2014
In recent months we have looked at valuation from a few perspectives. Our conclusion has been that the Australian market is on the expensive side of fair value, but not to an alarming degree. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Value.able.
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Learn your knowns and unknowns
Roger Montgomery's Team
August 1, 2014
In this article for Cuffelinks, Roger helps investors to better judge when they know enough about a company to make an investment. Read here.
by Roger Montgomery's Team Posted in Investing Education.
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Colonial FirstWrap: Looking for support
Scott Phillips
July 25, 2014
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know. Alternatively, if you aren’t a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details. continue…
by Scott Phillips Posted in Investing Education.
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WHITEPAPER
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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 -
The Top 10: What is possibly cheap right now
Roger Montgomery
July 21, 2014
Each week, we scan the market for fresh opportunities. If you’re doing the same – only to come up with a very small handful of desirable candidates (many of which you probably own already) – then you’re in good company. We can’t find a plethora of opportunities either. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Going back to (investment) basics
Roger Montgomery
July 15, 2014
In this interview with Ross Greenwood on Radio 2GB on July 15, Roger goes back to investment basics and reminds us why waiting for good businesses to become bargains is the best strategy for long-term success. Listen here.
by Roger Montgomery Posted in Investing Education.
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Where are we in the valuation cycle?
Tim Kelley
July 4, 2014
This is a frustrating market for value investors. Like many of our ilk, we are struggling to find high quality companies trading at prices that we consider attractive. As a result, we now hold significant cash balances in our funds waiting for opportunities to emerge. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Stock Buybacks: A path to riches?
Scott Shuttleworth
July 4, 2014
Following on from my article on dividends, stock buybacks are another way in which firms can distribute earnings to shareholders. Buybacks can lead to significant gains, especially over a prolonged period. Before we dive into some case studies, let’s overview the general theory. continue…
by Scott Shuttleworth Posted in Companies, Investing Education.
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Lower prices please!
Roger Montgomery
June 16, 2014
Zero. That’s the number of blatantly obvious value investing opportunities we can find at the quality end of the spectrum at the moment. But wait! Before you go selling all of your shares, or cease implementing your investment strategy, you may want to read on… continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
