Video Insights
-
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.
- 1 Comments
- save this article
- POSTED IN Video Insights
-
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.
- 2 Comments
- save this article
- POSTED IN Video Insights
-
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.
- 2 Comments
- save this article
- POSTED IN Editor's Pick, Video Insights
-
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.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, Video Insights
-
Montgomery Christmas message 2016
Roger Montgomery
December 21, 2016
This Christmas may you enjoy its true reality, its peace and love. May it reach into your home and surround your family and may your 2017 be a safe and peaceful one.
by Roger Montgomery Posted in Video Insights.
- 4 Comments
- save this article
- POSTED IN Video Insights
-
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 -
Property implosion?
Roger Montgomery
December 16, 2016
Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, Video Insights
-
A Montgomery Update
David Buckland
December 13, 2016
As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.
by David Buckland Posted in Video Insights.
- 4 Comments
- save this article
- POSTED IN Video Insights
-
The Four Horseman of the Apocalypse: 16 November 2016
Roger Montgomery
November 16, 2016
According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- 15 Comments
- save this article
- POSTED IN Editor's Pick, Video Insights
-
Value is what you get, price is what you pay
Scott Shuttleworth
November 9, 2016
Successful investing is simply the art of receiving more in terms of present and future profits than you ultimately pay for as your upfront investment. Hence the phrase ‘value is what you get, price is what you pay’.
by Scott Shuttleworth Posted in Video Insights.
- save this article
- POSTED IN Video Insights
-
What won’t change?
Ben MacNevin
November 3, 2016
The founder of Amazon, Jeff Bezos, is frequently asked, “What’s going to change in the next 10 years?” But far less frequently is he asked, “What’s not going to change in the next 10 years?” So why is this perspective important?
by Ben MacNevin Posted in Video Insights.
- 2 Comments
- save this article
- POSTED IN Video Insights
