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Businesses cut back as weak economy puts pressure on profits
Roger Montgomery
August 30, 2019
David Taylor published an article in the ABC which discusses the battle between stakeholders. It appears to be customers and shareholders winning out, while employees bear the burden of low wage growth and, increasingly, job losses. David draws on Roger’s view that too many big business leaders were just not convinced the Australian economy would hold up enough to make new investments, projects or big employee pay rises worth their while Read here.
by Roger Montgomery Posted in On the Internet
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Montgomery appoints PM for new small caps fund
Roger Montgomery
August 29, 2019
Industry Moves published an article introducing Gary Rollo as the co-portfolio manager of the soon to be launched Montgomery Small Companies Fund. Read here.
by Roger Montgomery Posted in On the Internet
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PM joins Montgomery for new small caps fund
Roger Montgomery
August 29, 2019
Industry Moves published an article introducing Dominic Rose as the co-portfolio manager of the soon to be launched Montgomery Small Companies Fund. Read here.
by Roger Montgomery Posted in On the Internet
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Why a good short is a ‘slow bleed’
Andrew Macken
August 26, 2019
Vesna Poljak, Jonathan Shapiro and Jemima Whyte published an article in the Australian Financial Review which discusses short selling. Drawing on Andrew’s view that the quality of short-seller analyst reports is variable and sometimes poor. Read here.
by Andrew Macken Posted in On the Internet
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Loyalty the standout as Qantas battles fuel costs, patchy demand
Andrew Macken
August 26, 2019
Jemima Whyte published an article in the Australian Financial Review which discusses Qantas. Jemima comments on Andrew’s view on the importance of loyalty programs. Read here.
by Andrew Macken Posted in On the Internet
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Montgomery to launch small company fund
Roger Montgomery
August 21, 2019
In this article in Financial Standard Harrison Worley discusses The Montgomery Small Companies fund that will launch on September 20 after Montgomery struck a joint venture deal that sees Rollo – co-founder of the recently shuttered Mhor Asset Management – join Montgomery to manage the fund alongside fellow Mhor alumnus, portfolio manager Dominic Rose. Read here. continue…
by Roger Montgomery Posted in On the Internet
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Montgomery launches small cap fund
Roger Montgomery
August 21, 2019
In this article in Money Management Oksana Patron discusses our newest offering – the Montgomery Small Companies Fund. The new Fund will be managed by Gary Rollo and Dominic Rose. Read here. continue…
by Roger Montgomery Posted in On the Internet
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Is value investing really dead?
Roger Montgomery
August 16, 2019
In this article for QAV Cameron Reilly discuss why lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Cameron draws on Roger’s view that value investing is still the best approach for long term results. Read here.
by Roger Montgomery Posted in On the Internet
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‘Insane levels': Can a world where profitless companies are flying last?
Roger Montgomery
August 13, 2019
In this article for the Sydney Morning Herald Colin Kruger discusses the stock market’s tech bubble and draws on Roger’s view that prices and values are so divorced from each other. Read here.
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High Court’s decision a dark day for freedom of speech
Roger Montgomery
August 9, 2019
Rod Matthews wrote an article for The Canberra Times which mentions Roger’s view on the most effective way for the federal government to stimulate the economy. Read here.
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