Investing Education

During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on.  Now many people may be asking what a “platform” is and what do they do. continue…

by Scott Phillips Posted in Investing Education.

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I recently pointed out that around two-thirds of the 2,000 companies listed on the ASX are unprofitable. In this blog I thought it might be useful to focus on pre-profit companies, together with a handy list to assist investors to discern the wheat from the chaff. continue…

by David Buckland Posted in Investing Education.

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I’m really impressed by the investment teams we have assembled here at Montgomery.  Not only are the funds they are managing generating outperformance for investors, but they are producing content here at the blog that is proving extremely useful and profitable, for free! continue…

by Roger Montgomery Posted in Investing Education.

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What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of  their underlying  holdings, to name a few. continue…

by Dean Curnow Posted in Investing Education.

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There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.

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by Gary Rollo Posted in Companies, Investing Education.

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In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value.able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23.36. Today, he share with you the steps to update the estimated intrinsic value of Woolworths keeping in mind the biggest change over the last 10 years – a significant decline in interest rates. continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Video Insights.

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In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward. continue…

by Tim Kelley Posted in Investing Education.

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Over the past month, the Dow Jones Industrial Index has outperformed the tech-heavy Nasdaq Composite Index and a new narrative has emerged that the market is favouring ‘value’ and ‘re-opening’ stocks (contained in the Dow) over ‘growth’ and ‘COVID winner’ stocks (listed on the Nasdaq). The problem with this simple narrative is that some businesses can have the characteristics of both a ‘value’ and a ‘growth’ stock. continue…

by Joseph Kim Posted in Investing Education.

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How are investors’ ESG priorities and practices changing? Bfinance’s recent research has shown investors believe ESG will outperform in the next three years. continue…

by Tim Kelley Posted in Investing Education.

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A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? continue…

by Dean Curnow Posted in Editor's Pick, Investing Education.

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