Montgomery News and Updates
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Why the Montgomery Global Fund is outperforming its peers
David Buckland
March 1, 2017
It’s 20 months since we launched the Montgomery Global Fund, and we’re pleased to report it has outperformed both the MSCI World Net Total Return Index – by 4.3 per cent after expenses – and most of our well-known peers. The reason? Careful stock selection. Today, I’d like to discuss two of the key stocks in our portfolio. continue…
by David Buckland Posted in Editor's Pick, Montgomery News and Updates.
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Despite a bumpy 2016, quality investing is alive and well
Scott Phillips
February 20, 2017
Last year was certainly full of surprises. We saw Brexit, Donald Trump’s election victory, and iron ore prices tripling. We also witnessed the great sector rotation on the share market from high quality businesses to low quality businesses – a trend that continues today. And this led us to ask: is quality investing still the best approach?
continue…by Scott Phillips Posted in Montgomery News and Updates.
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netwealth webinar: How to find undervalued investment opportunities in the market
Roger Montgomery
January 19, 2017
As part of netwealth’s portfolio construction webinar series, I gave an hour long presentation to an audience last year on the “value investing” approach and what our investing framework looks like. To watch the webinar please click on following link, a copy of the slides used in the presentation are also freely available.
by Roger Montgomery Posted in Montgomery News and Updates.
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FAREWELL 2016, HELLO 2017
David Buckland
January 4, 2017
After no gain, excluding dividends, over the 30 months from December 2013 to June 2016, the Australian All Ordinaries Index recorded a 7.7 per cent bounce in the December 2016 half-year. This was assisted by the record low cash rate (1.5 per cent), the 81 per cent rally over the year in the iron-ore price to US$78.87/ tonne and the 52 per cent rally over the year in the oil price to US$56.82/bbl. Copper, a strong indicator for Global Industrial Production, was up 17 per cent to US$2.51/lb. continue…
by David Buckland Posted in Montgomery News and Updates.
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Wishing you a happy Christmas
Roger Montgomery
December 22, 2016
As we reach that time of year again where we start to think about finding a good book, some sunshine and lazy days with our families, we wanted to wish you and your family a happy, safe and relaxing Christmas.
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.
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Counting down to the new wave of super changes
Scott Phillips
December 9, 2016
In May, the Australian Government announced a number of changes to superannuation. It’s now confirmed these changes will be legislated, taking effect from 1 July 2017. Let’s look at the key changes, and how they might affect you. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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What to do with your Personal Super?
Roger Montgomery
December 5, 2016
If you are working or have been working, then in all likelihood you’ll have built up some super. And if you have it in a personal super account, you can now invest across more of Montgomery’s funds then ever before. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Montgomery Update
David Buckland
October 12, 2016
David Buckland discusses the progress of Montgomery’s global products. He compares the performance of several competitors over a 15 month period. To learn more about Montgomery’s global offer, please visit: http://www.montinvest.com/globalfunds
by David Buckland Posted in Montgomery News and Updates, Video Insights.
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Montgomery Alpha Plus Fund
Roger Montgomery
September 9, 2016
In this video Roger Montgomery explains how The Fund works and how we aim to generate a long-term return of 6-8% above cash through all market conditions.
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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Montgomery Alpha Plus Fund
Tim Kelley
August 16, 2016
The Montgomery Alpha Plus Fund aims to profit in both rising and falling markets. Find out how by watching our explanatory video presented by Montgomery’s Head of Research, Tim Kelley.
by Tim Kelley Posted in Montgomery News and Updates, Video Insights.
