Montgomery News and Updates
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Where does Montgomery invest its cash?
Dean Curnow
October 15, 2019
For those unaware, Montgomery has a dual objective in its flagship equity strategies being The Montgomery Fund and Montgomery Global Fund, and that is to outperform their respective, full invested equity benchmarks over the medium to longer term, whilst also aiming to preserve invested capital as much as we can in equity markets. continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates
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Five things to know about our new Small Companies Fund
Scott Phillips
September 6, 2019
If you’re looking for growth, then a good place to find it is among the smaller companies universe. That’s why Montgomery has decided to launch a new small companies fund focused on businesses outside the ASX100. This article is designed to share some information for would-be investors. continue…
by Scott Phillips Posted in Montgomery News and Updates
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The process for finding small companies with potential
Roger Montgomery
August 28, 2019
An important part of investment management is portfolio construction. Gary Rollo and Dominic Rose – two seasoned and dedicated small cap specialists – lift the lid on their investment process and how they go about weighting individual holdings in the portfolio to share insights ahead of the commencement of the new Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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The talent turning good businesses into good investments
Roger Montgomery
August 20, 2019
To invest successfully in small companies, you really need to know the people running the businesses. And in Gary Rollo and Dominic Rose, the Montgomery Small Companies Fund has two highly experienced fund managers well equipped to assess the leaders of ASX-listed small companies. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Introducing The Montgomery Small Companies Fund
Roger Montgomery
August 20, 2019
We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates
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Welcome Michael to the team
Scott Phillips
June 19, 2019
I am delighted to announce the senior appointment of Michael Gollagher to the national distribution team, as the Account Manager responsible for the Queensland market. In this newly created role, he will support the growth of the company’s existing adviser and dealer group relationships in Queensland. continue…
by Scott Phillips Posted in Montgomery News and Updates
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The people behind the process
Scott Phillips
April 11, 2019
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with an analyst on our global equities team who is visiting Sydney from our New York office – Amit Nath. continue…
by Scott Phillips Posted in Montgomery News and Updates
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HOW IS MOGL PRICED?
Dean Curnow
March 26, 2019
We received the following feedback from an investor this week: It’s a mystery to me how MOGL is priced, the dynamics on the share price seem to defy the market. So we thought we would give you some more information on this. continue…
by Dean Curnow Posted in Montgomery News and Updates
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Downside Protection, Without Upside Reduction
Andrew Macken
January 22, 2019
Global equity investors were certainly tested during the December quarter of calendar 2018 (4Q18). Over this three-month period, the Global Equity Market, as represented by the MSCI World Net Total Return Index in Australian dollar terms, declined by 11.0 per cent. continue…
by Andrew Macken Posted in Global markets, Montgomery News and Updates
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WE WISH YOU A MERRY CHRISTMAS
Roger Montgomery
December 21, 2018
As the team at Montgomery heads off for the holiday season to spend time with friends and family, we wanted to wish you all a happy, safe and relaxing Christmas. continue…
by Roger Montgomery Posted in Montgomery News and Updates
