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.
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Performance to 31 December 2014
David Buckland
January 9, 2015
The Montgomery Funds recorded pleasing performance in the six months to 31 December 2014.
The Montgomery Fund was up by 7.44 per cent, outperforming its benchmark by 5.07 per cent. Over the period under review, the S&P/ASX 300 Index was up 0.17 per cent, while the S&P/ ASX 300 Accumulation Index, which assumes reinvestment of dividends, was up 2.37 per cent. 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 -
How do we calculate returns?
David Buckland
December 17, 2014
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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Performance to 30 November 2014
David Buckland
December 4, 2014
We have witnessed a lot of volatility in the Australian share market over the the first five months of the 2014/2015 financial year.
Over that period the S&P/ASX All Ordinaries Accumulation Index, which assumes reinvestment of dividends, has recorded a positive return of 0.3 per cent. Pleasingly, investors in both Montgomery Funds have recorded a return of 6.6 per cent, after expenses. continue…
by David Buckland Posted in Montgomery News and Updates.
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AFR: Just how good are our banks
David Buckland
November 13, 2014
The Australian Financial Review’s Jeremy Chunn published an excellent piece this week taking a look at the major banks. With full-year results for three of the four major banks delivered in the past two weeks, Jeremy asked five professional investors for their outlook on the sector. This included a London-based analyst for perspective on the value of Australian banks relative to international peers.
The Montgomery team has generated meaningful insights from our research and analysis of the banking space and the impact of the changes emanating from the Financial System Inquiry. Read the article to below to find out which bank is the stand out pick in an industry facing increasing challenges.
Click here to read the article on the AFR’s site.
Please note, you may need to be an AFR subscriber to view this article.
by David Buckland Posted in Companies, Financial Services, Insightful Insights, Montgomery News and Updates.
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Stress Testing The Banks
David Buckland
November 12, 2014
Wayne Byres, Chairman of Australian Prudential Regulation Authority (APRA) recently made a mockery of the Banks’ self-administered stress tests. continue…
by David Buckland Posted in Companies, Financial Services, Insightful Insights, Montgomery News and Updates.
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Healthscope vs Ramsay Health Care
Ben MacNevin
November 12, 2014
Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) hotly contested the Northern Beaches hospital tender at Sydney’s Frenchs Forest, with Healthscope emerging victorious. Should Ramsay shareholders be concerned? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Montgomery News and Updates.
