Montgomery News and Updates
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The Montgomery Fund – year in review
Dean Curnow
January 17, 2022
The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7.61 per cent, after fees. Over the year The Fund also paid a solid distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.15 per cent of the calendar year’s return, also on an after-fee basis. In this article I review some of the key drivers of performance over calendar year 2021 at a sector and stock level. continue…
by Dean Curnow Posted in Montgomery News and Updates
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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 22, 2021
It is difficult to believe we have now been navigating a COVID-infected world for almost two years. Two years of uncertainty and tumult tests everyone’s resolve and resilience. And as we approach Christmas, Omicron represents another variant again throwing a spanner in the works of everyone’s holiday plans. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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A breakdown of the Polen Capital Global Small and Mid Cap Fund
David Buckland
September 29, 2021
Last week, Scott Phillips and I held a webinar introducing the proposed Polen Capital Global Small and Mid Cap Fund. We were joined by three members from Polen Capital, Paul Williams, Troy Renauld CFA and Rob Forker. Based in Boston, the Polen Capital Small and Mid Cap Growth team is focused on populating the portfolio with the best 25-35 global stocks. continue…
by David Buckland Posted in Montgomery News and Updates
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Montgomery’s Reporting Season Review
Roger Montgomery
September 24, 2021
Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Polen Capital Global Growth Strategy is now available via Netwealth
Dean Curnow
September 21, 2021
Montgomery’s partnership with U.S. based Polen Capital celebrates its six-month anniversary this month. In March this year Montgomery launched the Polen Capital Global Growth Fund to Australian and New Zealand investors, and will be launching further capabilities with the Polen Capital team in the not-so-distant future. continue…
by Dean Curnow Posted in Montgomery News and Updates
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Farewell to TK
Roger Montgomery
September 20, 2021
It is with mixed feelings that I announce Tim Kelley’s (aka ‘TK’) retirement from Montgomery Investment Management, effective 30 September 2021. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Montgomery launches Global Small and Mid Cap Fund with Polen Capital
Roger Montgomery
September 15, 2021
One of the most exciting parts of the market is the small and mid-cap space, where you can find companies that have grown their average annual earnings per share by a sustained 20 per cent. In the cases where these companies can also internally fund their growth, strong long-term investment returns typically follow. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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The people behind the process – Montgomery Small Companies Fund
Scott Phillips
July 26, 2021
It’s been a while since I last did a profile piece on a member of the Montgomery team and in that time, we had two skilled investment professionals join. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with one of our newest Portfolio Managers on our Australian Small Companies team – Gary Rollo. continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates
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Montgomery Partners with Polen Capital
Roger Montgomery
March 1, 2021
Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 21, 2020
As 2020 draws to a close and the team at Montgomery looks forward to spending some quality time with our family and friends, we would like to wish you a Merry Christmas in our final post for the year. continue…
by Roger Montgomery Posted in Montgomery News and Updates
