Montgomery News and Updates
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Something to crow about
Roger Montgomery
May 26, 2017
Topping a list of 475 fund managers has got to be worth mentioning, so forgive us for the plug. Out of the 475 global funds offered in Australia and classified by data and analytics provider Financial Express as global equity funds, The Montgomery Global Fund was placed 4th in performance terms over the last year (ending 30/4/17). continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Help us help less fortunate but ambitious and deserving kids
Roger Montgomery
May 5, 2017
Today we are asking you to help, any way you can, the life changing and high ROE work of School for Life – a charity Montgomery is very excited to support. continue…
by Roger Montgomery Posted in Montgomery News and Updates
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Are there good times ahead for the Montgomery Alpha Plus Fund?
Tim Kelley
April 28, 2017
In August 2016, we launched the newest fund in the Montgomery stable – the Montgomery Alpha Plus Fund – a “market neutral” fund designed to deliver positive returns over long time frames regardless of the overall direction of equity markets. continue…
by Tim Kelley Posted in Montgomery News and Updates
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The people behind the process
Scott Phillips
April 19, 2017
This month, I talk to our newest addition to the Montgomery team, Andreas Lundberg, Senior Analyst for The Montgomery Fund who recently joined us from Sweden. continue…
by Scott Phillips Posted in Montgomery News and Updates
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Montgomery Global Fund Update
David Buckland
April 7, 2017
Members of the Montgomery Global team have just completed a roadshow to the financial planning community in several cities across Australia and New Zealand. This has coincided with the recently released ratings for the Montgomery Global Fund of “Recommended” from Zenith and “Investment Grade” from Lonsec. continue…
by David Buckland Posted in Montgomery News and Updates
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Torpedo alert: the high-risk stocks we are avoiding right now
Tim Kelley
March 9, 2017
One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates
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netwealth webinar: Economic Update
Roger Montgomery
March 6, 2017
As part of Netwealth’s portfolio construction webinar series I presented to an audience in February and shared my views on major economic trends currently affecting local and global markets, stocks and sectors best placed for growth and what investors should look for in 2017.
by Roger Montgomery Posted in Montgomery News and Updates
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Why the Montgomery Global Fund is outperforming its peers
David Buckland
March 1, 2017
It’s 20 months since we launched the Montgomery Global Fund, and we’re pleased to report it has outperformed both the MSCI World Net Total Return Index – by 4.3 per cent after expenses – and most of our well-known peers. The reason? Careful stock selection. Today, I’d like to discuss two of the key stocks in our portfolio. continue…
by David Buckland Posted in Editor's Pick, Montgomery News and Updates
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Despite a bumpy 2016, quality investing is alive and well
Scott Phillips
February 20, 2017
Last year was certainly full of surprises. We saw Brexit, Donald Trump’s election victory, and iron ore prices tripling. We also witnessed the great sector rotation on the share market from high quality businesses to low quality businesses – a trend that continues today. And this led us to ask: is quality investing still the best approach?
continue…by Scott Phillips Posted in Montgomery News and Updates
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netwealth webinar: How to find undervalued investment opportunities in the market
Roger Montgomery
January 19, 2017
As part of netwealth’s portfolio construction webinar series, I gave an hour long presentation to an audience last year on the “value investing” approach and what our investing framework looks like. To watch the webinar please click on following link, a copy of the slides used in the presentation are also freely available.
by Roger Montgomery Posted in Montgomery News and Updates
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