Investing Education
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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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Investing my personal super in the Montgomery Small Companies Fund
Dean Curnow
November 2, 2020
A question we often get asked at the Montgomery office is whether one can invest their personal super directly in our suite of strategies. Whilst Montgomery is a specialist equity investment manager with an Australian Financial Services License (AFSL), we are not a super trustee. A super trustee therefore sits as an access medium between investors and investment managers, and on this basis have a unique set of responsibilities. continue…
by Dean Curnow Posted in Investing Education.
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How to assess the value of stocks with extreme PE multiples
Roger Montgomery
October 28, 2020
You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for growth stocks. Many of these commentators also maintain that, because rates are going to stay lower for longer, these stocks are a defensive, sensible, and even safe investment. But are they right? continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Is it worth investing in bonds with yields so low?
Scott Phillips
October 16, 2020
The typical balanced portfolio being a 60/40 mix of growth assets to defensive (bonds) has been a mainstay of investors for many decades. But with 10-year Australian government bond yields at just 0.84 per cent and inflation running somewhere around 1.8 per cent (as seen in Figure 1), the return you get on the yield from your risk free Australian 10 year treasury bond is trailing inflation by around 1 per cent per annum. continue…
by Scott Phillips Posted in Investing Education.
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