Montgomery News and Updates
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The people behind the process
Scott Phillips
October 15, 2018
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 our newest analyst on our global equities team – Lachlan Mackay. continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates
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Welcome JD
Andrew Macken
October 8, 2018
Montgomery Global (MGIM) would like to welcome a new member to its team, JD Pinto. JD adds to the diverse and complementary set of global experiences of our team of 10. continue…
by Andrew Macken Posted in Montgomery News and Updates
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How to invest your super with Montgomery
Dean Curnow
September 4, 2018
Superannuation funds, from retail to industry funds, offer different levels of investment choice and control over how your super is invested. The investment options available play an important role in what super fund you may want to invest in. continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates
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Today you can give a Miracle that will transform a life!
Roger Montgomery
August 16, 2018
I previously mentioned the heart-warming story of a women in Africa who had received sight-restoring surgery, surgery that took less than 15 minutes and cost just $33. The procedure enabled her to see her daughter for the very first time – a daughter who was 16 years old! continue…
by Roger Montgomery Posted in Montgomery News and Updates
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And the winner is…
Andrew Macken
August 14, 2018
It’s not every night that a New Zealand-based friend of the firm alerts us to the fact that our global long-only strategy, the Montgomery Global Fund, is currently ranked first by Morningstar in our category over the last three-year period. continue…
by Andrew Macken Posted in Montgomery News and Updates
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How much is a Miracle worth?
Roger Montgomery
August 6, 2018
There aren’t many occasions where I have had cause to pull the car over to concentrate fully on what I hear on the radio (and with streaming apps and Bluetooth connected cars, the reality is I will probably have less reason to do so in the future). But I am so pleased I did. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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The people behind the process
Scott Phillips
August 6, 2018
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 our newest senior analyst – Joseph Kim who joined the domestic equities team recently. continue…
by Scott Phillips Posted in Montgomery News and Updates
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Montaka, three years in
Andrew Macken
July 31, 2018
Our Montaka strategy passed its three-year anniversary on June 30 2018 and we are delighted by the results we have delivered our investors to date. In this week’s video insight Andrew discusses how Montaka achieves upside as well as reduces the negative impact from market downturns. continue…
by Andrew Macken Posted in Editor's Pick, Montgomery News and Updates, Video Insights
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How do we calculate total returns? And, how do Trusts calculate distributable income?
David Buckland
July 19, 2018
This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates
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Introducing Joseph Kim
Roger Montgomery
July 13, 2018
It is with great pleasure that we introduce you to the latest and exceptionally talented addition to the domestic research team at Montgomery Investment Management. continue…
by Roger Montgomery Posted in Montgomery News and Updates
