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.
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Telephone Number Update
Roger Montgomery
November 19, 2013
We have moved offices and currently there are technical difficulties with the telephone system.
If you need to speak with any member of the team, please call David Buckland (0402 979951), Russell Muldoon (0417 872359) or Ben MacNevin (0417 872 359). We apologise for any inconvenience caused.
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 -
Stick to the knitting
Roger Montgomery
November 6, 2013
We have discussed previously the ingredients required to invest successfully over the very long run. And it is encouraging that the two essential ingredients, the ability to value a business and understanding how the market works -particularly its bipolar nature and tendency to treat temporary events as permanent – can be taught. continue…
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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The Intelligent Investor conference in Singapore
Roger Montgomery
October 30, 2013
I was delighted to be invited to be the keynote speaker at OCBC Securities’ ‘The Intelligent Investor’ conference in Singapore last Saturday. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Netwealth Platform adds The Montgomery Fund
Roger Montgomery
October 29, 2013
Following our recent news that The Montgomery Fund is now available on BT Wrap, advisors and investors can today also access The Montgomery Fund through the Netwealth platform. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Go Australia!
Tim Kelley
October 26, 2013
Interesting in last weekend’s AFR to read about the soon-to-be released book The Worlds’ 99 Greatest Investors written by hedge fund analyst Magnus Angenfelt. continue…
by Tim Kelley Posted in Montgomery News and Updates.
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It’s official. BT Wrap adds Montgomery Fund!
Roger Montgomery
October 15, 2013
For some time investors who have a solid working relationship with their planner and or advisor have faced some challenges investing directly in The Montgomery Fund. Those challenges are just a little lower now thanks to The Montgomery Fund’s official inclusion on the BT Wrap platform today. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
