Montgomery News and Updates
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PERFORMANCE to 31 October 2014
David Buckland
November 7, 2014
Despite the turbulence in the seven-week period to mid-October, when the overall market declined nearly 10 per cent, both the Montgomery Funds have recorded solid results for the first four months of the 2014/15 financial year. This has been achieved with relatively large holdings in cash. Their absolute and relative returns (after expenses) are detailed below.
by David Buckland Posted in Montgomery News and Updates.
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A note on timing (and underperformance)
Russell Muldoon
October 21, 2014
Are you (or is someone you know) guilty of trying to ‘time the market’? Have you ever attempted to sell your shares when trouble looks like brewing, only to buy back into the market when the sky has cleared and all looks safe? continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education, Montgomery News and Updates.
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The recent 10 per cent pullback
David Buckland
October 13, 2014
The Australian All Ordinaries Index made a post-GFC high on 21 August 2014 at 5,672 points; 1200 points short of its all-time high (6,873) recorded in late-2007. In the most recent seven-and-a-half weeks, the market has retreated around 550 points (or 10 per cent) to 5,122 points at the time of writing. continue…
by David Buckland Posted in Insightful Insights, Montgomery News and Updates.
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Performance to 30 September 2014
David Buckland
October 2, 2014
In the face of a poor market during the September 2014 quarter, both Montgomery products recorded very pleasing results. The Montgomery Fund (TMF) was up 4.9 per cent, while The Montgomery [Private] Fund (MPF) was up 4.2 per cent. continue…
by David Buckland Posted in Insightful Insights, 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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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.
