Video Insights
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Are banks and resources starting to roll over?
Roger Montgomery
May 9, 2017
In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Do you own many old economy companies yet to be disrupted?
David Buckland
May 2, 2017
In this video insight CEO David Buckland discusses the extraordinary network platform businesses owned by Montgomery Global, including Playtech, Alibaba, Tencent, Apple and Facebook.
by David Buckland Posted in Video Insights.
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What does business quality mean for long-term returns?
Tim Kelley
April 26, 2017
Today Tim Kelley discusses business quality – what it is, why we focus on it, and what it means for long-term investment returns.
by Tim Kelley Posted in Video Insights.
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The outlook for the resources, retail and banking sectors
Roger Montgomery
April 4, 2017
by Roger Montgomery Posted in Video Insights.
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Thought Diversity
Lisa Fedorenko
March 29, 2017
When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.
by Lisa Fedorenko Posted in Video Insights.
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What’s the story with Vita Group?
Scott Shuttleworth
March 15, 2017
In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.
by Scott Shuttleworth Posted in Video Insights.
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Not all growth is created equal
Stuart Jackson
March 6, 2017
At Montgomery we focus heavily on a company’s prospects. This refers to the outlook for the company’s earnings growth. While a growing earnings stream is valuable, not all growth is equal. In this video Stuart discusses two types of growth: organic and acquisition.
by Stuart Jackson Posted in Video Insights.
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A great display for Carsales
Ben MacNevin
February 22, 2017
We’ve had a pleasing reporting season thus far, and Carsales is one of our holdings that produced a great result.
by Ben MacNevin Posted in Video Insights.
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A quick review of reporting season
Tim Kelley
February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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To BHP or not to BHP?
Roger Montgomery
February 7, 2017
In this video insight we explain the recent period of under performance of The Montgomery Fund. Why has the index surged ahead and can this continue?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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