Video Insights
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What do catalysts mean for the investment choices in The Montgomery Fund?
Roger Montgomery
October 14, 2022
In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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Which investors didn’t lose money in September?
Roger Montgomery
October 14, 2022
In this week’s video insight Roger identifies how credit income funds work and why most equity investors invest for the growth provided by growing businesses, and they also invest in cash, bonds or hybrids, looking for monthly income and returns that are uncorrelated with their equities and other assets. continue…
by Roger Montgomery Posted in Video Insights.
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Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Montgomery Investment Management’s product suite
David Buckland
October 5, 2022
In this week’s video insight David provides an update on Montgomery’s product suite which comprises of four divisions including Australian Eagle Asset Management, Montgomery Lucent, Polen Capital and Aura Group. continue…
by David Buckland Posted in Montgomery News and Updates, Video Insights.
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Buy in gloom and sell in boom
David Buckland
September 30, 2022
In this week’s video insight David discusses why it’s important to asses how we avoid losing real purchasing power and what we can do to drive real inflation-adjusted returns from our investments. Given inflation is rearing its ugly head and hitting the highest level since the early-1980s, how do investors increase their nominal return? continue…
by David Buckland Posted in Video Insights.
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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 -
The impact of rising rates and inflation
Roger Montgomery
September 20, 2022
In this video, Brett Craig explains the likely impact of rising interest rates, inflation and the possibility of a recession on small to medium enterprise businesses. He also reveals how these factors influence potential opportunities in the credit market. Brett then discusses why the Aura Core Income Fund has a preference for SMEs that have strong balance sheets, strong cash flows and a strong management team who are looking for funding for growth and profit initiatives. continue…
by Roger Montgomery Posted in Aura Group, Investing Education, Video Insights.
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An update on the Montgomery business
Roger Montgomery
September 7, 2022
In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates, Video Insights.
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What is value and when is a stock or the market cheap?
Roger Montgomery
August 29, 2022
In this week’s video insight Roger discusses the importance of being able to value a company, and the importance of having a framework for thinking about when a company or the stock market might be cheap. That framework should be able to help you navigate through the markets various storms and sunny periods. continue…
by Roger Montgomery Posted in Video Insights.
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Why we’re wedded to quality
Roger Montgomery
August 24, 2022
In this week’s video insight Roger asks if another leg lower in the market transpires, what should you invest in? High quality businesses, when the price-to-earnings are compressed, are bound to generate great returns in the future. In fact, the lower the price you pay for a high-quality business, the higher your return will be. But what is a high-quality business? continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Has peak inflation passed?
Roger Montgomery
August 16, 2022
In this week’s video insight I ask the question has inflation peaked, and is this leading optimism in the stock market? Stocks rallied sharply last week based on the better-than-expected consumer inflation (CPI) data. Consequently the U.S. Central Bank and the Reserve Bank of Australia will keep increasing interest rates this year, but then cut them next year thanks to a recession. Are these expectations reasonable? I look at some charts to answer this in the video. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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