Media Room
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MEDIA
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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MEDIA
Roger Montgomery optimistic about Telstra restructure
Roger Montgomery
March 24, 2021
Roger joined Alicia Barry on The Business to discuss Telstra’s plans. Telstra announced plans on Monday to spin-off its international division into a new subsidiary. With a flat share price over the past three years will this move pay off? Watch here.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
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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MEDIA
Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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MEDIA
ABC Nightlife – Style rotation in markets
Roger Montgomery
March 10, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. Listen to the full interview here.
by Roger Montgomery Posted in Radio.
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MEDIA
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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MEDIA
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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MEDIA
Market outlook and investment opportunities for 2021
Roger Montgomery
February 19, 2021
In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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MEDIA
ABC The Business – AMP returns to profit but can the company revive its reputation?
Roger Montgomery
February 16, 2021
AMP’s plan to be bought out has been thrown into disarray after Ares Management withdrew its takeover bid. The market has subsequently materially downgraded earnings for 2021 and 2022. In this interview with The Business on ABC you can hear my comments on AMP’s three-year turnaround strategy and its future following its plan to be bought out being thrown into disarray after Ares Management withdrew its takeover bid. Read here.
by Roger Montgomery Posted in Radio.
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MEDIA
Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
