Montgomery News and Updates

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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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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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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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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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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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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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.

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Australia, it is said, loves a winner, and I must confess it would be irrational at Montgomery for us to celebrate anything less. Our investors should demand, over the long run, a series of wins that compound to maintain or increase their purchasing power. That’s our job and so we aren’t backwards in coming forwards when we ourselves rank Number #1 or Number #2 in the fund manager rankings – as has been the case recently. continue…

by Roger Montgomery Posted in Montgomery News and Updates, Value.able.

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The Montgomery Fund was designed for retail investors with a minimum initial investment of $25,000. continue…

by David Buckland Posted in Montgomery News and Updates.

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This month’s edition of Best of the Best, our new digital magazine for Montgomery investors, is on its way. If you’re a Montgomery investor, look out for it in your inbox today.

by Roger Montgomery Posted in Montgomery News and Updates.

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