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Seven Questions with Roger Montgomery
Roger Montgomery
November 29, 2019
William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
One cycle underway and two more getting started
Gary Rollo
November 19, 2019
In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.
by Gary Rollo Posted in On the Internet.
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Cloud will create generational shift of wealth
Gary Rollo
November 12, 2019
In this video for Livewire Gary discusses whether we will see a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing giants. The new firms will be harnessing a technological advantage and exploiting opportunities. Watch here.
by Gary Rollo Posted in On the Internet.
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A structural growth stock the market is overlooking
Gary Rollo
November 11, 2019
In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
by Gary Rollo Posted in On the Internet.
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Bulls, bonds and brain damage
Roger Montgomery
October 10, 2019
In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
by Roger Montgomery Posted in On the Internet.
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Choosing top stocks in a volatile market
Roger Montgomery
September 25, 2019
In this article for the ASX, Roger discusses how to navigate current market conditions and choose top quality companies. With interest rates declining for the past 37 years since the GFC , it is important to understand where we are. Roger shares with you two frameworks which will help you achieve this: the first is how booms begin and turn into bubbles that burst; the second is to understand the maths of valuing assets. Read here.
by Roger Montgomery Posted in On the Internet.
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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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MEDIA
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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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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