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In this article for The Switzer Super Report, Roger comments on alpha, that elusive figure of outperformance that sustains the industry of investment management.  However, alpha is notoriously difficult to acquire and with some slight of thought it’s quite easy to answer the question of why this is so. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article, Roger comments on the different types of investors. At one extreme you have high frequency traders who rely on technology to allow them to place orders with lightning speed and eke out a small percentage profit on huge numbers of small trades in the margin between buyer and seller. At the other extreme you have patient, long-term value investors who are happy to leave a good stock in the bottom drawer for years or decades, and allow compound returns to work their magic. In between these extremes, there are perhaps as many different investment styles as there are individual investors. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article, David Buckland comments on the two main issues relating to bank capital from the upcoming Financial Services Inquiry report due to be released in November 2014. Read here.

by David Buckland Posted in On the Internet.

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In this article for The Switzer Report, Roger talks about how Challenger has established itself as the main provider of annuities in Australia. As baby boomer retirement enters into its fourth year, assets in retirement are expected to quadruple in this decade alone. Read here.

by Roger Montgomery Posted in On the Internet.

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by Scott Shuttleworth Posted in Insightful Insights, On the Internet.

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In this article for The Switzer Report, Russell Muldoon comments on Slater & Gordon and the increase in share price from September 2013. Having already established a strong brand and cash-generative business in Australia the company has now identified an opportunity to enter the highly fragmented UK law industry. Read here.

by Russell Muldoon Posted in On the Internet.

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In this article for Cuffelinks, Roger Montgomery follows up from an earlier discussion on growth, and reminds us that not all growth is good growth. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for Cuffelinks, Andrew Macken warns investors of taking the numbers being reported by companies at face-value. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for The Switzer Super Report, Roger considers the impact the NBN will have on existing telecom providers. Read here. 

by Roger Montgomery Posted in On the Internet.

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In this article for Cuffelinks, David Buckland considers what it takes to make better investment decisions. Read here.

by Roger Montgomery Posted in On the Internet.

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