Montgomery News and Updates
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Financial year to 31 May 2015
David Buckland
June 4, 2015
The 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 opportunities
Roger Montgomery
May 19, 2015
Two 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 process
Scott Phillips
April 10, 2015
People 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 2015
David Buckland
April 7, 2015
The 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 Returns
Scott Phillips
April 2, 2015
The 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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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 -
Bond Refugees
Ben MacNevin
March 28, 2015
Citi 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.
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Who wants to be a Rockstar?!
Scott Phillips
March 14, 2015
Montgomery are excited to announce we are a Gold sponsor at this year’s annual Financial Community Aid Program (FICAP) fundraising event. To date FICAP has raised over $850,000 for a number of worthwhile charities and have made a commitment to reach one million dollars for the kids of NSW. continue…
by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
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Performance to 28 February 2015
David Buckland
March 5, 2015
The Montgomery funds recorded solid results in the twelve months to 28 February 2015. continue…
by David Buckland Posted in Montgomery News and Updates.
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IMF: A Step-Change
Ben MacNevin
February 13, 2015
Regular followers of the blog should be well aware of our favourable view of Bentham IMF (ASX: IMF) – see here. We are pleased with the company’s recent 2015 half-year results. continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Intrinsic Value, Montgomery News and Updates.
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A good time to be small
Tim Kelley
January 14, 2015
As fund managers go, Montgomery Investment Management is not a large operation. With around $0.6 billion under management, it trails well behind the big name fund domestic managers with many billions of dollars invested in the Australian market.
That’s partly because we’re relatively new – the longest running fund we have is just over 4 years old – but it’s also our goal to remain small. continue…
by Tim Kelley Posted in Montgomery News and Updates.
