Investing Education
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The Aura difference
Dean Curnow
November 10, 2022
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. continue…
by Dean Curnow Posted in Aura Group, Investing Education.
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A framework for making good investment decisions
Roger Montgomery
November 7, 2022
Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework.” In this article, I’ve provided a basic framework to help you make sound investment decisions. continue…
by Roger Montgomery Posted in Investing Education.
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Three timeless lessons for long-term investing
Roger Montgomery
October 31, 2022
With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like to bear in mind a few timeless lessons to help me avoid common investment mistakes. Let me share them with you. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Australian Eagle’s risk management process
David Buckland
October 26, 2022
The Montgomery team attended a presentation from Mark Oliver, Head of Risk, at Australian Eagle Asset Management on Thursday, and were very impressed with the institutional grade Investment and Risk Management process. continue…
by David Buckland Posted in Investing Education.
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Why I still prefer equities to bonds
Roger Montgomery
October 24, 2022
When markets are volatile – as they are right now – we start hearing more and more from commentators talking up the benefits of holding bonds in a portfolio. After all, bonds are regarded as safer and more stable than equities. But if you look at long-term returns, another picture emerges. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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WHITEPAPER
WITH PRIVATE CREDIT FUNDS IT’S PROTECTION NOT A RECESSION THAT MATTERS
Many investors think about investing ‘tactically’, by waiting for a recession or some sort of economic setback before proceeding. But this is not required with private credit. Our latest whitepaper reveals why protection is more important than recession for a fund earning monthly income.
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What does the Australian Eagle team mean by quality?
Roger Montgomery
October 20, 2022
In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business. continue…
by Roger Montgomery Posted in Investing Education, Montgomery News and Updates, Video Insights.
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What three billionaire investors think the future holds
Roger Montgomery
September 21, 2022
In a recent podcast, famed U.S. investor Howard Marks noted that “there are no facts about the future, just opinions.” But that truism hasn’t stopped three of his fellow billionaires – Bill Ackman, Stanley Druckenmiller and Ray Dalio – airing their views on the prospects for the global economy and investment returns. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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The impact of rising rates and inflation
Roger Montgomery
September 20, 2022
In this video, Brett Craig explains the likely impact of rising interest rates, inflation and the possibility of a recession on small to medium enterprise businesses. He also reveals how these factors influence potential opportunities in the credit market. Brett then discusses why the Aura Core Income Fund has a preference for SMEs that have strong balance sheets, strong cash flows and a strong management team who are looking for funding for growth and profit initiatives. continue…
by Roger Montgomery Posted in Aura Group, Investing Education, Video Insights.
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Are demergers a value opportunity for shareholders?
Roger Montgomery
August 24, 2022
De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company. continue…
by Roger Montgomery Posted in Investing Education.
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A two-part framework for investing for growth
Roger Montgomery
August 15, 2022
There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many. continue…
by Roger Montgomery Posted in Investing Education.
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