Montgomery News and Updates
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Merry Christmas from the Montgomery team!
Roger Montgomery
December 23, 2022
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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The people behind the process – Alan Kwan
Scott Phillips
December 5, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Alan Kwan the Co-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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What does the Australian Eagle team mean by quality?
Roger Montgomery
October 20, 2022
In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business. continue…
by Roger Montgomery Posted in Investing Education, Montgomery News and Updates, Video Insights.
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What do catalysts mean for the investment choices in The Montgomery Fund?
Roger Montgomery
October 14, 2022
In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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Montgomery Investment Management’s product suite
David Buckland
October 5, 2022
In this week’s video insight David provides an update on Montgomery’s product suite which comprises of four divisions including Australian Eagle Asset Management, Montgomery Lucent, Polen Capital and Aura Group. continue…
by David Buckland Posted in Montgomery News and Updates, Video Insights.
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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.
READ HERE -
A deeper dive into Australian eagle asset management part 2
Dean Curnow
October 4, 2022
Earlier in the month I began to build our readership’s knowledge of our new partner manager Australian Eagle Asset Management, focussing on their investment process and how this is now powering The Montgomery Fund going forward. continue…
by Dean Curnow Posted in 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 Editor's Pick, 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, Editor's Pick, 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 Editor's Pick, Montgomery News and Updates, Video Insights.
