Montgomery News and Updates
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The people behind the process
Scott Phillips
August 6, 2018
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest senior analyst – Joseph Kim who joined the domestic equities team recently. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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How do we calculate total returns? And, how do Trusts calculate distributable income?
David Buckland
July 19, 2018
This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Introducing Joseph Kim
Roger Montgomery
July 13, 2018
It is with great pleasure that we introduce you to the latest and exceptionally talented addition to the domestic research team at Montgomery Investment Management. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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We wish you a Merry Christmas
Roger Montgomery
December 22, 2017
As we come to the close of another year, we would like to take the time to thank you and wish you all a safe and happy holiday season. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Montgomery Christmas Message 2017
Roger Montgomery
December 21, 2017
A benevolent love, by contrast, does good, it brings about something beautiful, rather than merely responding to beauty. For a benevolent love, we don’t need to vote. It has already been freely given to us. Happy Christmas from all of us at Montgomery.
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 -
WHAT SETS MOGL APART?
Roger Montgomery
November 29, 2017
What makes the Montgomery Global Equities Fund (Managed Fund) (ASX:MOGL) different to other options in the market? In this interview with nabtrade, I articulate Montgomery Global’s unique approach to investing and managing risks, and share some of the stock names the fund will look to invest in. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Update on MOGL and $3.34
David Buckland
October 30, 2017
Following our recent post about our forthcoming active Exchange Traded Managed Fund (ETMF), the Montgomery Global Equities Fund (ASX: MOGL), here’s a brief update on the progress towards its quotation on the ASX Aqua market. continue…
by David Buckland Posted in Montgomery News and Updates.
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Why are we quoting the Montgomery Global Fund on the ASX?
Roger Montgomery
October 7, 2017
Here are 10 reasons to consider investing in The Montgomery Global Equities Fund (Managed Fund) (ASX: MOGL) an Active Exchange Traded Managed Fund (ETMF). continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Making Miracles Possible
Roger Montgomery
August 8, 2017
Dear Friends,
When the media talks of philanthropists they tend to focus on those giving millions, forgetting that the real philanthropists are those with far less and those that often give proportionately more. Of course it’s rarely convenient to give and it’s easy to put off giving until a ‘better’ time. However, what inspired me to give to Miracles Day was the simple fact that with just $32, I could buy a 12 minute procedure that would allow a women to see her daughter for the very first time – even though her daughter was 16 years old. The immediate and positive impact I could have appealed to me. I’d like you to consider this cause and consider becoming a philanthropist on August 17, Miracles Day. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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And, it’s a (new) wrap…
Scott Phillips
June 30, 2017
Well some good news as we close the financial year for investors wishing to benefit from a world of opportunities. continue…
by Scott Phillips Posted in Montgomery News and Updates.
