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.
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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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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 -
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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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.
