Montgomery News and Updates
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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A pleasing two years for The Montgomery Fund
David Buckland
September 4, 2014
The Montgomery Fund was launched on 17 August 2012, with a minimum initial investment of $25,000, and has just celebrated its second anniversary. In the period to 31 August 2014, The Fund has delivered an absolute return of 51.32 per cent, after expenses. continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Childcare bidding
Ben MacNevin
May 7, 2014
Further to our post on G8 Education’s multicurrency debt programme, it’s worth noting that their newly listed competitor Affinity (ASX: AFJ) also made a sizeable increase in its debt facility the week before. continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Montgomery News and Updates.
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The Montgomery Fund: now Lonsec-rated
Scott Phillips
March 27, 2014
It’s been another big week for The Montgomery Fund. In addition to welcoming Andy Macken to the team from New York (see his initial impressions of the Australian stock market, here), we also learned that at just 18 months old, The Montgomery Fund has attracted an Investment Grade rating from respected research house, Lonsec. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Welcome aboard Andy Macken
Roger Montgomery
March 24, 2014
We’re delighted to announce that Andy Macken joins Montgomery today as Senior Analyst. continue…
by Roger Montgomery 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 -
MEDIA
Montgomery’s missionary zeal
Guest Author
March 4, 2014
Over the weekend, journalist, leading economist and fellow fund manager Christopher Joye penned a profile article for the Australia Financial Review. We’re republishing it here, as opposed to just our usual press section, because we think it encapsulates exactly what it is we are attempting to do here at Montgomery Investment Management.
The missionary zeal of value investor Roger Montgomery
by CHRISTOPHER JOYE continue…
by Guest Author Posted in In the Press, Market commentary, Montgomery News and Updates.
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NORTH PLATFORM ADDS THE MONTGOMERY FUND
Roger Montgomery
January 30, 2014
Following up from news in December that the Montgomery Fund was added to the Macquarie Wrap, advisors and investors can now access the Montgomery Fund through the North Platform. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Merry Christmas from Montgomery
Roger Montgomery
December 24, 2013
Thank you for your support in 2013 and for all of your wonderful contributions and insights.
I am delighted to finish the year having maintained Montgomery’s outperformance across all portfolios. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Macquarie Wrap adds The Montgomery Fund
Roger Montgomery
December 24, 2013
A wonderful piece of pre-Christmas news – Macquarie Wrap has added The Montgomery Fund.
The Montgomery Fund is now available on BT Wrap, netwealth, PowerWrap, OneVue, Asgard (Wrap, Mastertrust and Infinity products) and Macquarie Wrap.
We are delighted with this development, which makes accessing The Montgomery Fund easier than ever before. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Asgard adds The Montgomery Fund
Roger Montgomery
November 20, 2013
We are excited to announce that The Montgomery Fund has been added to Asgard’s eWrap, including Infinity and Mastertrust products. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
