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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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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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.
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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.
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A very pleasing year
David Buckland
December 3, 2015
It has certainly been a very pleasing year. Forty months after launch, Montgomery clients benefit from the energy, intelligence and enthusiasm of fourteen dedicated professionals and two domestic products – The Montgomery Fund and the Montgomery [Private] Fund led by Tim Kelley and Russell Muldoon respectively – and two global products – the Montgomery Global Fund and Montaka Global Fund, led by Andy Macken and Chris Demasi. continue…
by David Buckland Posted in Montgomery News and Updates.
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The tough September 2015 Quarter
David Buckland
October 8, 2015
The S&P 500 -6.9 per cent; the Australian All Ordinaries Index -7.2 per cent; the Nikkei 225 -14.1 per cent; the MSCI Emerging Markets Index -19 per cent; the Shanghai Composite Index -28.6 per cent – it sure was a tough September 2015 Quarter. continue…
by David Buckland Posted in Global markets, Montgomery News and Updates.
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How do we calculate returns?
David Buckland
July 8, 2015
When we discuss the returns of our funds one of the questions that invariably arises is; how do we arrive at the total return figure? The frequency of the question suggests that it’s a mystery to many of our investors, so this short paper is designed to help you understand the figures we report. continue…
by David Buckland Posted in Montgomery News and Updates.
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The people behind the process
Scott Phillips
June 19, 2015
In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick.
by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
