Montgomery News and Updates
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      A very pleasing yearDavid BucklandDecember 3, 2015It 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 QuarterDavid BucklandOctober 8, 2015The 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 BucklandJuly 8, 2015When 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 processScott PhillipsJune 19, 2015In 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.
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      Financial year to 31 May 2015David BucklandJune 4, 2015The Montgomery funds recorded solid results in the 11 months to 31 May 2015. continue… by David Buckland Posted in Montgomery News and Updates.
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      Global opportunitiesRoger MontgomeryMay 19, 2015Two New Global Funds from 1 July 2015 by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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      The people behind the processScott PhillipsApril 10, 2015People often ask me, “what’s it like to work at Montgomery?” So I decided to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This week, I spoke with Russell Muldoon, Portfolio Manager and Senior Analyst. continue… by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
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      Performance to 31 March 2015David BucklandApril 7, 2015The Montgomery funds recorded solid results in the twelve months to 31 March 2015. continue… by David Buckland Posted in Montgomery News and Updates.
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        WHITEPAPERS Many Happy ReturnsScott PhillipsApril 2, 2015The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue… by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.
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      Bond RefugeesBen MacNevinMarch 28, 2015Citi Research has observed that companies around the world are sacrificing investment and research expenditure to increase distributions to shareholders. continue… by Ben MacNevin Posted in Insightful Insights, Montgomery News and Updates.
















