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Video Insights

  • Montgomery Small Companies Fund 5-year anniversary

    David Buckland
    October 8, 2024

    In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.3 per cent compound annual return and outperforming the S&P/ ASX Small Ordinaries Index by 33 per cent since its inception in 2019. Despite market volatility, including the COVID-19 pandemic and central banks’ rapid rate hikes, the fund has consistently identified growth opportunities. Gary and Dominic share their investment approach and outlook for small caps, highlighting their strategy to capitalise on emerging market conditions.

    continue…

    by David Buckland Posted in Small Caps, Video Insights.

  • Myth-busting private credit

    Roger Montgomery
    October 1, 2024

    In this week’s video insight, Brett Craig, Director at Aura Credit Holdings, our partner in private credit, and I discuss some common myths surrounding private credit. Together, we explore the evolving landscape of lending to small and medium-sized corporates in Australia, shedding light on the risks, returns, and opportunities. Brett provides valuable insights into the Aura Private Credit Income Fund, and we take a closer look at the strategies used to mitigate risks in this growing market. continue…

    by Roger Montgomery Posted in Aura Group, Video Insights.

  • Unlocking opportunities in Private Credit: Key insights from the Foresight Analytics report

    Roger Montgomery
    September 24, 2024

    In this week’s video insight, Brett Craig, Director of Private Credit at Aura Credit Holdings, and I discuss the growing private credit market in Australia and the critical role non-bank lenders are playing in funding small and medium-sized corporates. As traditional banks retreat from lending to these businesses due to regulatory changes, like Basel III, a significant gap has emerged – creating an opportunity for private investors to step in. Together, Brett and I explore the key findings from the recent Foresight Analytics SME Lending Report, revealing how this shift is reshaping the financial landscape and providing attractive, uncorrelated returns for investors.

    continue…

    by Roger Montgomery Posted in Aura Group, Video Insights.

  • Private credit, a smart choice

    Roger Montgomery
    September 9, 2024

    In this week’s video insight, I discuss the compelling features of the Aura Private Credit Income Fund. The fund has outperformed the stock market with zero volatility, providing a 9.64% compounded annual return over seven years, with no negative months, including during the COVID pandemic. The fund lends to small and medium-sized businesses in Australia, leaving a $400 billion opportunity left by big banks, while offering a diversified loan book and no lock-up period. I also highlight the first-loss structure that provides additional security for investors. continue…

    by Roger Montgomery Posted in Video Insights.

  • Why you should consider founder-led companies 

    Roger Montgomery
    August 29, 2024

    In this week’s video insight, I discuss the long-term outperformance of founder-led companies and why they should be a core component of your investment portfolio. Amid the noise of reporting season, it’s essential to focus on the proven resilience and strategic vision of businesses like ARB (ASX:ARB), Reece (ASX:REH), WiseTech (ASX:WTC), and Macquarie Technology (ASX:MAQ), where the founders or their families continue to drive success. Backed by robust research, I explore how these companies not only deliver superior shareholder returns but also maintain a strong company culture, innovate with a long-term perspective, and prioritise sustainable growth over short-term gains.  continue…

    by Roger Montgomery Posted in Video Insights.

  • WHITEPAPER

    INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH

    Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.

    READ HERE

  • Montgomery Small Companies Fund 2024 update

    David Buckland
    August 9, 2024

    In this week’s video insight, I discuss the Montgomery Small Companies Fund (the Fund), managed by Gary Rollo and Dominic Rose. The Fund achieved a remarkable return of 21.4 per cent in fiscal 2024, outperforming its index by 12 per cent on an after-expense basis. Over the nearly five-year period from September 2019 to June 2024, it has consistently beaten the benchmark by over 5.5 per cent per annum. Notable performers in the portfolio include Life360 (ASX:360), Hub24 (ASX:HUB), and Megaport (ASX:MP1). Additionally, I explore the current returns of small caps versus large caps.  continue…

    by David Buckland Posted in Small Caps, Video Insights.

  • Rex Minerals shareholders to take the money and run

    David Buckland
    July 11, 2024

    In this week’s video insight, I discuss the often overlooked “cost of growth” by analysts, using Rex Minerals (ASX:RXM), a minerals exploration and development company, as an example. Despite significant resource potential, Rex Minerals has faced substantial capital requirements and market volatility, highlighting the financial challenges of bringing projects to production. This week, MACH Metals Australia made a takeover bid, valuing Rex Minerals at $393 million, a significant increase from earlier valuations, underscoring the complex relationship between growth costs and company valuation. continue…

    by David Buckland Posted in Companies, Editor's Pick, Video Insights.

  • Artificial Intelligence and the increasing demand for electricity

    David Buckland
    July 5, 2024

    In this week’s video insight, I discuss the significant impact of artificial intelligence (AI) on companies, particularly the “Magnificent Seven.” AI is driving up the power needs of data centres, far beyond traditional levels. I explain this with the concept of rack power density and highlight predictions about U.S. data centre electricity use. I also mention Amazon Web Services’ recent energy deals and how these changes might influence Australia’s energy policies, including the debate on nuclear power.  continue…

    by David Buckland Posted in Technology & Telecommunications, Video Insights.

  • Private Credit and the demographic tailwind

    David Buckland
    June 28, 2024

    In this week’s video insight, I discuss the Baby Boomers looming retirement, and the importance of ensuring financial stability. With rising property costs and the need to replace lost income, finding reliable investments is essential. I highlight private credit as an option, offering the potential for returns with lower volatility. By diversifying investments, retirees can enhance their income, providing financial security throughout their retirement years. Additionally, I address how rising property prices impact young people, making it harder for them to afford homes.   continue…

    by David Buckland Posted in Aura Group, Video Insights.

  • Tech dreams and nightmares 

    Roger Montgomery
    June 19, 2024

    In this week’s video insight, I discuss the transformative potential of advanced technology. As futuristic innovations like flying vehicles and AI-powered robots become reality, we must consider their broader socioeconomic implications. Will these advancements enhance our lives or create new challenges? How will they impact job markets, consumer costs, and wealth distribution?  continue…

    by Roger Montgomery Posted in Technology & Telecommunications, Video Insights.