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Another Montgomery Investor Wins
Roger Montgomery
October 15, 2013
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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Welcome Scott Phillips!
Roger Montgomery
October 14, 2013
We are delighted today to welcome Scott Phillips to the Montgomery Investment Management team as Head of Distribution. Welcome aboard Scott! continue…
by Roger Montgomery Posted in Value.able.
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Seeking Perfection* (*with apologies to George Orwell)
Ben MacNevin
September 13, 2013
It was a rather gloomy week of economic data releases – total job advertisements in Australia and New Zealand were down by 2 per cent for the month of August, while unemployment rose from 5.7 per cent to 5.8 per cent over the same period. And yet the share price of Seek, Australia’s leading employment classifieds website owner, has risen by 1.7 per cent over the week. That raises the question; why are the rising unemployment headlines not having the same adverse impact on the company’s performance as they once did? continue…
by Ben MacNevin Posted in Companies, Economics, Insightful Insights, Value.able.
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Is gambling a gamble? (10/09/2013)
Roger Montgomery
September 10, 2013
by Roger Montgomery Posted in Value.able, Video Insights.
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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May’s relative returns
Russell Muldoon
June 26, 2013
We are focused value investors. The approach we have adopted, with a combined 80 years of Australian share market experience in our team, is working – and working well*. continue…
by Russell Muldoon Posted in Value.able.
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May’s seismic shift
Roger Montgomery
June 6, 2013
The month of May saw the market experience the impact of the sudden realization that the mining boom is over. Due to the absence of value in the market, and our expectation that other investors would eventually catch on to the impact of a recession in mining and mining services, both Montgomery funds had already moved to a high cash weighting. continue…
by Roger Montgomery Posted in Value.able.
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Performance to 30 April 2013
David Buckland
May 9, 2013
The Montgomery [Private] Fund and The Montgomery Fund – performance to 30 April 2013.
continue…by David Buckland Posted in Value.able.
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Expensive but a crash? (07/05/2013)
Roger Montgomery
May 7, 2013
by Roger Montgomery Posted in Value.able, Video Insights.
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The post-PC revolution
Roger Montgomery
April 17, 2013
At Montgomery we have several investment themes that influence our enthusiasm for an investment that meets all our other criteria.
continue…by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications, Value.able.
