Investing Education
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Montgomery Small Companies Fund – Active management in action
Dean Curnow
June 24, 2021
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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Finding opportunities in small companies
Gary Rollo
May 4, 2021
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.
by Gary Rollo Posted in Companies, Investing Education.
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How to estimate intrinsic value
Roger Montgomery
April 30, 2021
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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What is happening in growth vs value investing?
Tim Kelley
April 6, 2021
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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Why it can be misleading to categorise stocks as either ‘value’ or ‘growth’
Joseph Kim
March 22, 2021
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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The rapidly changing ESG environment
Tim Kelley
March 1, 2021
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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How are fees charged in a managed fund?
Dean Curnow
January 29, 2021
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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Where are Australian SMSFs investing their money?
Dean Curnow
December 14, 2020
According to recent research by Rainmaker, the self-managed super fund (SMSF) market in Australia reached $700 billion as of 30 June 2020. At Montgomery, almost half of our directly invested clients enter under a SMSF and there is no doubt SMSFs are here to stay. continue…
by Dean Curnow Posted in Investing Education.
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The Fundamentals of Investing 101
Roger Montgomery
November 25, 2020
Value Investing was developed in the 1920s at Columbia Business School by finance adjunct Benjamin Graham. Roger recently recorded an educational video for investors who want to understand the fundamentals of a quality business and also what might be important in terms of value investing. In this 45-minute fundamental investing 101 session, Roger presents you some of the basic elements of identifying a quality business, finding that quality business at a rational price and how to identify companies with the ability to generate a high rate of return on equity over a long period of time. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market Valuation.
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Why you need to understand ESG investing
Tim Kelley
November 9, 2020
For much of the last hundred years or so, investment decisions have tended to be framed primarily in terms of a hard-nosed assessment of just one thing – shareholder value. continue…
by Tim Kelley Posted in Investing Education.
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