Montgomery News and Updates
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Montgomery Alpha Plus Fund
Tim Kelley
August 16, 2016
The Montgomery Alpha Plus Fund aims to profit in both rising and falling markets. Find out how by watching our explanatory video presented by Montgomery’s Head of Research, Tim Kelley.
by Tim Kelley Posted in Montgomery News and Updates, Video Insights.
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Launching a New Fund
Tim Kelley
August 15, 2016
We are excited this month to announce the launch of our Montgomery Alpha Plus Fund. The aim of The Fund is straightforward: to generate positive returns in both rising and falling markets and insulate investors from undesirable market movements. continue…
by Tim Kelley Posted in Montgomery News and Updates.
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The people behind the process
Scott Phillips
July 20, 2016
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 impressive numbers tick. I catch up with our newest analyst Daniel Wu who joined the global team last month. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Performance to 31 May 2016 and People
David Buckland
June 8, 2016
The month of May 2016 saw the S&P/ ASX 300 Accumulation Index record its third consecutive positive month, putting on 3.14 per cent; and 11.67 per cent for the three months. Despite this the market return so far this financial year – the eleven months to 31 May 2016 – is only up by 3.40 per cent. And this assumes reinvestment of all dividends. continue…
by David Buckland Posted in Montgomery News and Updates.
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Emerging manager outperforms market by 35 per cent
Roger Montgomery
June 6, 2016
Jessica Amir writes an article for Money Management detailing the finalists of the Emerging Fund Manager of the Year title from the 2016 Money Management and Lonsec Fund Manager of the Year Awards. She mentions Montgomery’s success and strong performance since inception. Read the article entitled; Emerging manager outperforms index by 35 per cent.
by Roger Montgomery Posted in Montgomery News and Updates.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Montgomery awarded Emerging Fund Manager of the Year
Roger Montgomery
May 27, 2016
I am personally delighted to announce that Montgomery Investment Management has been awarded the prestigious Emerging Fund Manager of the Year title at the 2016 Money Management and Lonsec Fund Manager of the Year Awards. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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WHITEPAPERS
Inside the returns of The Montgomery Fund
David Buckland
May 2, 2016
The Montgomery Fund’s unique brand of value investing has produced after-fee returns superior to the market and it has also provided investors other benefits. As we extend the successful track record of the Fund we are able to offer meaningful observations about the Fund’s behaviour and demonstrate its characteristics, allowing investors, advisers and investment consultants to assess the merits and the role the Fund can play as an Australian equity investment.
by David Buckland Posted in Montgomery News and Updates, Whitepapers.
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Support the gift of education
Roger Montgomery
April 29, 2016
A change of pace; today we want to share with you a charity Montgomery is excited to be supporting. continue…
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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Short of ideas? Make Short Selling Mainstream
Roger Montgomery
April 7, 2016
Investor Daily’s Tim Stewart attended our recent live briefing and Q&A for investors and their advisers, and he picked up on our comments regarding short selling. Interest in the Montaka Global Fund is significantly higher than we anticipated and in a low return environment that makes perfect sense. continue…
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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6 months to December 2015 – a brief review
David Buckland
January 16, 2016
The Montgomery business comprises four products. The two domestic products The Montgomery Fund (TMF) and the Montgomery [Private] Fund (MPF) are lead by Tim Kelley and Russell Muldoon, respectively. continue…
by David Buckland Posted in Montgomery News and Updates.
