Market noise
In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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Andrew Longden
:
Is it too early to discuss/see the impact of Brexit on Henderson? The CEO appears to think it is business as usual, just that there is additional investor worry and uncertainty as opposed to a challenge to its model.
See: http://www.afr.com/business/banking-and-finance/financial-services/henderson-group-andrew-formicas-life-has-not-been-the-same-since-brexit-20160629-gpumud
Roger Montgomery
:
We should be able to comment on our latest thinking around HGG in the coming week Andrew.
Ghazi
:
Watching this video as your book sits next to me,which i am re-reading it and only yesterday read the part about Coke. Purchasing a single share in 1920’s, holding it through several wars, natural disasters and generational changes. Value investing seriously makes you sleep better at night knowing that news channels like CNBC cause only headaches and anxiety. Buy extraordinary businesses and hold until a billionaire.
Thanks Roger!