Investing Education

Growth investors are having a field day criticising the poor performance of value investing.  Their views have been bolstered by the booming price of some growth stocks – notably, profitless Unicorns – and research by two accounting professors,  found that not only had value investing failed for investors in recent years but that it had never worked. continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.

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According to the Australian Government’s Cyber Security Review, cybercrime is costing the nation up to $1 billion annually in direct costs alone. And the costs are rising. Clearly, it’s time for investors to factor the risk, and potential impact, of cyberattacks on the businesses they invest in. continue…

by Andreas Lundberg Posted in Investing Education.

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For those unaware, Montgomery has a dual objective in its flagship equity strategies being The Montgomery Fund and Montgomery Global Fund, and that is to outperform their respective, full invested equity benchmarks over the medium to longer term, whilst also aiming to preserve invested capital as much as we can in equity markets. continue…

by Dean Curnow Posted in Investing Education, Montgomery News and Updates.

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There has been a lot written about the death of value investing, and how growth investing has outperformed significantly over recent years. However, it is important to distinguish the difference between the traditional concepts of “value” investing – i.e. capital intensive industries trading at low price-earnings or other similar ratios (including price / book), with the concept of “valuation” – determining the present value of an asset. continue…

by Joseph Kim Posted in Companies, Investing Education.

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by Roger Montgomery Posted in Investing Education, Market commentary.

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One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average chance of continuing to rise. Can investors can profit from the momentum effect by staying with a trend until it stops? continue…

by Tim Kelley Posted in Investing Education.

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In reference to Monday’s blog Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund, makes some very interesting points regarding the anatomy of the Australian small cap market with respect to the “Growth” sector. continue…

by David Buckland Posted in Investing Education, Market commentary.

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We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify the small-cap universe. continue…

by Gary Rollo Posted in Investing Education, Market commentary.

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The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions. How do we profit from companies as they grow? continue…

by Dominic Rose Posted in Investing Education.

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If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic.’ It is truly dynamic in the sense that it is constantly changing and evolving which creates exciting opportunities for astute investors. continue…

by Dominic Rose Posted in Investing Education.

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