• Check out my latest feature on tuesday's episode of abc nightlife! WATCH NOW

Looking back on FY16

Looking back on FY16

In this week’s video insight Tim Kelley reflects on the 2016 financial year. How will the funds be positioned in the coming year?

INVEST WITH MONTGOMERY

Tim joined Montgomery in July 2012 and is a senior member of the investment team. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Tim focuses on quant investing and market-neutral strategies.

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.

Why every investor should read Roger’s book VALUE.ABLE

NOW FOR JUST $49.95

find out more

SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP


2 Comments

  1. John Holliday
    :

    I am disappointed in the investment in BT and Henderson. I invest in The Montgomery Fund for exposure to Australian Shares. I now find that I am invested in Managed Funds with European operations. If I wanted that exposure I would have continued to be invested in Montgomery Global.
    I rankles that I was sold on Montgomery as a fund manager with conviction but who is now piggybacking on other fund managers.

    • Hi John. We own shares in the investment management companies themselves. We don’t invest in any of the funds they manage, or in any other manged funds for that matter.

Post your comments