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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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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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MEDIA
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.
by Roger Montgomery Posted in On the Internet.
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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.
by Roger Montgomery Posted in On the Internet.
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What’s next for Telstra?
Tim Kelley
August 1, 2019
This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.
by Tim Kelley Posted in On the Internet.
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Insane prices as private equity quits market
Roger Montgomery
July 3, 2019
In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.
by Roger Montgomery Posted in On the Internet.
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