Montgomery News and Updates
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A look at The Montgomery Fund’s future
Roger Montgomery
September 15, 2022
With Sean, Alan and Dan, from Australian Eagle, having now planted their feet firmly under the desks here at the Montgomery offices in Castlereagh Street, I thought it was time I share some more of the reasoning behind our partnership. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Brett Craig introduces private credit and the Aura Core Income Fund
Roger Montgomery
September 9, 2022
In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. continue…
by Roger Montgomery Posted in Aura Group, Montgomery News and Updates.
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The people behind the process – Sean Sequeira
Scott Phillips
September 8, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Sean Sequeria the Chief Investment Officer and Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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An update on the Montgomery business
Roger Montgomery
September 7, 2022
In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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A deeper dive into Australian Eagle Asset Management Part 1
Dean Curnow
September 6, 2022
Montgomery recently announced a new partnership with Australian Eagle Asset Management, an impressive team of six who have been managing Australian large cap equities under mandate or Separately Managed Accounts (SMA) since February 2005 and Australian long/short equities in an unlisted unit trust since July 2016. continue…
by Dean Curnow Posted in Montgomery News and Updates.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
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A fund for investors seeking monthly income
Roger Montgomery
September 1, 2022
To provide a wider range of high quality investment choices, and stable monthly income, Montgomery Investment Management partnered with Aura Group and Brett Craig in May 2022. We are now delighted to announce the launch of our second income strategy, the Aura Core Income Fund.
by Roger Montgomery Posted in Aura Group, Montgomery News and Updates.
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Montgomery Small Companies Fund 30 June 2022 Update
Dominic Rose
July 12, 2022
The Montgomery Small Companies Fund performance was a story of two halves during the financial year ending 30 June 2022, with strong returns posted in the first six months, followed by negative returns in the ensuing months. With the S&P/ASX Small Ordinaries Accumulation Index down 19.52 per cent for the financial year, there have been a narrow channel of sectors and companies that have done well. continue…
by Dominic Rose Posted in Montgomery News and Updates, Video Insights.
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The Montgomery Fund 30 June 2022 Update
Roger Montgomery
July 7, 2022
The Montgomery Fund performance was a story of two halves during the financial year ending 30 June 2022, with solid returns posted in the first six months, outperforming the market as measured by the S&P / ASX 300 Accumulation Index. However, with several macro challenges facing investment markets, we have delivered a negative return in the ensuing six months despite a broadly defensive portfolio. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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The people behind the process
Scott Phillips
June 10, 2022
As we broaden out the expert teams partnering with Montgomery, I talk with Brett Craig the Portfolio Manager for the Aura High Yield SME Fund and lift the lid on what makes the people behind the process, the blog posts and the numbers tick. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Montgomery Small Companies Fund – Portfolio Analytics
David Buckland
May 23, 2022
My colleagues and I have just received an excellent presentation from the Portfolio Managers of the Montgomery Small Companies Fund, Gary Rollo and Dominic Rose. To remind readers, the fund was launched on 20 September 2019 and in the twenty-five months to 31 October 2021 the Fund had turned $1.00 into $1.63, inclusive of distributions, out-performance relative to the S&P/ASX Small Ordinaries Accumulation Index (Benchmark), which had turned $1.00 into $1.27. continue…
by David Buckland Posted in Montgomery News and Updates.
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