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Generation Z to feel heat of a ‘lower-return world’
Roger Montgomery
March 26, 2021
Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators. Read here.
by Roger Montgomery Posted in On the Internet.
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Montgomery goes for growth
Roger Montgomery
March 23, 2021
Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. Read here.
by Roger Montgomery Posted in On the Internet, Polen Capital.
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Montgomery IM partners with Polen Capital
Roger Montgomery
March 5, 2021
Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.
by Roger Montgomery Posted in On the Internet.
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Montgomery launches two global strategies
Roger Montgomery
March 5, 2021
Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.
by Roger Montgomery Posted in On the Internet.
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Why you need to think differently about the stock market now
Roger Montgomery
February 9, 2021
In this article for Finder X Roger discusses how to approach the stock market and the two ways that closes the loop between investing and speculating. One of them is pure speculation and the other requires a lot less effort but a little more patience. Let’s look at making a lot of money through the stock market. What we require is a portfolio of businesses (not stocks) that can generate wealth – and a very long runway to allow them to do their thing. Read here.
by Roger Montgomery Posted in On the Internet.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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MEDIA
6 common investing mistakes and how to avoid them
Roger Montgomery
January 21, 2021
In this article Livewire shares six common investing mistakes. Cheap brokerage, low interest rates and government handouts drove a record number of new investors to the stock market in 2020. According to a report from ASIC, 140,231 new investors made their first direct share purchases between 24 February and 3 April last year. Roger shares his view that the most common of all mistakes is to wait too long to start. Read more here.
by Roger Montgomery Posted in On the Internet.
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20 experts share their top money tip
Roger Montgomery
January 19, 2021
In this article for Canstar 20 experts share one money lesson they think everyone should know. I have shared mine: As soon as you have been paid, pay yourself first and then invest it immediately so that it starts working for you. You can read what everyone else would say here.
by Roger Montgomery Posted in On the Internet.
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The most-tipped small caps for 2021
Gary Rollo
January 14, 2021
Each year Livewire Markets readers tip their favourite small cap stocks. In 2019 the top 10 tipped small-cap stocks gained 43 per cent for the year, while 2020 lifted 6.8 per cent. Nearly 5,200 Livewire readers made submissions for this year’s top ten. Gary Rollo likes #3 PointsBet Holdings (ASX:PBH), the online bookmaker returned a nice 158 per cent during 2020. Read the other top 10 here.
by Gary Rollo Posted in On the Internet.
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ASX edges up ahead of big decisions
Roger Montgomery
November 3, 2020
In this article for 7 News Steven Deare discusses the Aussie market return and what’s in store with decisions of the US election and RBA monetary policy meeting to come. Steven shares Roger’s thoughts that the media coverage of the results would dwarf that of the RBA decision. The former is important to short term sharemarket moves, although the latter is more important to Australian business. Read here.
by Roger Montgomery Posted in On the Internet.
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Buffett and his warning about ‘virtually certain’ earnings
Roger Montgomery
October 22, 2020
In this article for Firstlinks Roger discusses his view on quality companies. A company should sustainably produce high returns on equity with little or no debt. Why? Because it suggests the company has a competitive advantage. If a company can generate a high rate of return on equity sustainably, it has been able to fend off the competitors or sufficient barriers to entry exist to block or slow their entrance in the first place. Read here.
by Roger Montgomery Posted in On the Internet.
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