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Montgomery Whiteboard Series: Risk Management (8/1/2013)

Montgomery Whiteboard Series: Risk Management (8/1/2013)


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.

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  1. I liked that you touched on the behaviour aspect. This is one of the least talked about and important factors i think exist in investing and one that i am constantly trying to learn about from a number of areas.

    The issue with the qualitative issues like behaviour and why i think they don’t get covered as much is because it can’t be measured. The problem is that by the time qualitative changes can be quantified it is usually a bit too late. Things like understanding investor, sharemarket, economic and real marketplace behaviour and observations can be great ways to see things happening before they turn into big problems that adversley impact your returns.

    Retail companies are a great example, you can walk into a store and observe what is happening and is usually quite easy to understand the behaviour behind why things are happening like they are.

  2. Ask Mr. Kelley to speak up slightly please
    I may be having hearing difficulties but i had to turn the speakers up to just below full volume to hear
    Its not a problem i experience with Roger when he does it

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