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.
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Something to crow about
Roger Montgomery
May 26, 2017
Topping a list of 475 fund managers has got to be worth mentioning, so forgive us for the plug. Out of the 475 global funds offered in Australia and classified by data and analytics provider Financial Express as global equity funds, The Montgomery Global Fund was placed 4th in performance terms over the last year (ending 30/4/17). continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Help us help less fortunate but ambitious and deserving kids
Roger Montgomery
May 5, 2017
Today we are asking you to help, any way you can, the life changing and high ROE work of School for Life – a charity Montgomery is very excited to support. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Are there good times ahead for the Montgomery Alpha Plus Fund?
Tim Kelley
April 28, 2017
In August 2016, we launched the newest fund in the Montgomery stable – the Montgomery Alpha Plus Fund – a “market neutral” fund designed to deliver positive returns over long time frames regardless of the overall direction of equity markets. continue…
by Tim Kelley Posted in Montgomery News and Updates.
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The people behind the process
Scott Phillips
April 19, 2017
This month, I talk to our newest addition to the Montgomery team, Andreas Lundberg, Senior Analyst for The Montgomery Fund who recently joined us from Sweden. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Montgomery Global Fund Update
David Buckland
April 7, 2017
Members of the Montgomery Global team have just completed a roadshow to the financial planning community in several cities across Australia and New Zealand. This has coincided with the recently released ratings for the Montgomery Global Fund of “Recommended” from Zenith and “Investment Grade” from Lonsec. continue…
by David Buckland Posted in Montgomery News and Updates.
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Torpedo alert: the high-risk stocks we are avoiding right now
Tim Kelley
March 9, 2017
One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates.
