• Andreas identifies four drivers of Codan's strong performance: Read here.

Happy Christmas

24122014_Christmas Image

Happy Christmas

As we start to turn our minds to enjoying a well-earned break, we wanted to wish you all a happy, safe and peaceful Christmas.

Thank you sincerely for following us in 2014, and for inspiring to share our investing philosophy with you.  We hope our insights have informed you, provoked you and generally kept you up to date.

We are now taking a short break, and the team will return here to the blog in early-January.

If you would like to share your ideas about the topics, industries or companies you would like us to cover in 2015, we’d be delighted to hear them.  Be sure to leave a comment.

Until then, may your Christmas be all that you hoped it would and don’t forget to be sun smart.


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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  1. May I wish everyone at Montgomery a very merry Christmas and a happy new year. Roger, I follow no other financial blog but yours and find the insights from you and your professional team to be of great interest. Although I am not a member I would like to congratulate you and the team on the terrific results that your funds have made in the period since inception.

  2. It would be nice to hear your opinion about American stocks if you follow them.

    Merry Christmas!

  3. Thanks for your video “Christmas Wishes”, it’s a pity some of our leaders don’t speak with such clarity and inspiring thoughts, well said.
    Colin B

  4. Thanks for your Christmas wishes and your most recent video comments Roger. A happy and blessed Christmas to you and yours and the team at Montgomery too, as you ponder the profound implications of the incarnation in Jesus.

  5. Merry christmas to you all and have a very good new year.

    I am personally looking forward to 2015 which sees the end of my university study and therefor more time to spend on new challenges as i seek to leverage that into new opportunities.

    I have also found, what i believe, to be some very interesting avenues to explore regarding investing and look forward to also continuing this search in the new year and will definitley share any insights that i have found. I think it is because of this search that i have particularly been interested in Tim’s series of blog posts regarding your machine learning experiment and look forward to any future updates you have regarding the lessons your non-tea making machine has learned.

    Once again, a big thankyou to the team and have a good break. You guys have earned it.

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