Montgomery News and Updates

We are pleased to announce that independent research house Lonsec has completed its inaugural reviews of the Aura Private Credit Income Fund (for wholesale investors) and Aura Core Income Fund (for wholesale and retail investors). Both strategies have received an ‘Investment Grade’ rating, meaning Lonsec have conviction the strategies can meet their respective investment objectives. continue…

by Dean Curnow Posted in Aura Group, Montgomery News and Updates.

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In today’s volatile and uncertain market environment, many investors are looking beyond the traditional 60/40 portfolio of equities and fixed income to generate reliable returns.

There is growing interest in alternative investment strategies that can offer consistent income, lower volatility, and diversification from traditional asset classes.

That’s why we are delighted to introduce Digital Asset Funds Management (DAFM) as Montgomery Investment Management’s fifth investment partner – and the Digital Income Class, which we believe offers a compelling addition to, and a valuable diversifier within, an investor’s portfolio. continue…

by David Buckland Posted in Digital Asset Funds Management, Montgomery News and Updates, Popular.

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Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.

While we can’t control these events, we can control where we invest.

That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. continue…

by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.

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Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors.  

That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today.  continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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As we approach the end of the year let’s briefly reflect on the major developments of the year and share some thoughts about what may transpire in 2024. continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. continue…

by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.

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Recently, Zenith Investment Partner published their fund report for the Australian Eagle Trust Long Short Fund (The Fund), reiterating their RECOMMENDED rating. With their updated rating for 2023 investors might be interested in The Fund’s features and benefits, commencing with its historical performance (Figure 1). continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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On behalf of their clients, advisers, researchers and consultants appear to be taking notice of the returns Sean Sequeira, Alan Kwan, Daniel Chan and the team are generating in the Australian Eagle Trust Long Short Fund. continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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Australian Eagle Asset Management, one of Montgomery’s four business partners, launched the Australian Eagle Trust Long Short Fund on 1 July 2016. It is effectively a 150/50 Fund, “long” its best 25-35 stocks with an average weight of around 4.5 per cent, and “short” 12-25 stocks with an average weight of around 2.5 per cent. The Fund is appropriate for investors with a “Very High” risk and return profile. continue…

by David Buckland Posted in Companies, Editor's Pick, Market Valuation, Montgomery News and Updates.

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Sentiment among investors has recovered slightly from the depressed state of June and late September. One can now describe sentiment as ‘indifferent. ’ Interest in the stock market seems now to be found only among professionals for whom it is their job to be interested. Among direct investors, there’s Christmas and the holidays to think about. continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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