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  • End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.

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Read with caution (03/12/2013)
December 3, 2013
by Roger Montgomery
Tips for Mergers & Acquisitions (26/11/2013)
November 26, 2013
by Tim Kelley
Banking on gains? (19/11/2013)
November 19, 2013
by Roger Montgomery
Yielding less (12/11/2013)
November 12, 2013
by Roger Montgomery
  • Is our current version of capitalism failing people and our planet?

    Roger Montgomery
    December 7, 2022

    In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.
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    • 2 Comments
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    • POSTED IN Editor's Pick, Video Insights.
  • Aura High Yield SME Fund wins prestigious award

    Roger Montgomery
    December 6, 2022

    The influential 17th With Intelligence HFM Asian Performance Award ceremony for 2022 was held in Singapore on 30 November. Winning managers were selected from a variety of categories, including Arbitrage, Macro, Australian Equity, Asia ex-Japan, Managed Futures, Indian Equity, Chinese Equity, Global Equity, Fixed Income and High Yield Distressed Category. Continue…

    by Roger Montgomery Posted in Aura Group.
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    • POSTED IN Aura Group.
  • MEDIA

    Making friends with fear

    Roger Montgomery
    December 5, 2022

    In this interview on Ausbiz Roger discusses given where price-to-earnings ratios are today, there’s a much-better-than-even possibility investors who purchase shares in high-quality growth companies today, will not only benefit from the earnings growth produced by their selections but also the re-rating of price-to-earnings ratios to higher levels in the future. Watch: Making friends with fear

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
  • The people behind the process – Alan Kwan

    Scott Phillips
    December 5, 2022

    As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Alan Kwan the Co-Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. Continue…

    by Scott Phillips Posted in Montgomery News and Updates.
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    • POSTED IN Montgomery News and Updates.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Aura Private Credit

    Aura Private Credit: Letter to investors 02 December 2022

    Brett Craig
    December 2, 2022

    This week, the Australian Bureau of Statistics released the monthly consumer price index, seeing a slight month-on-month fall, the Aura High Yield SME Fund was recognised in the HFM Asian Performance Awards 2022, as the top performing fund in the Fixed Income, High Yield & Distressed Category over the past 12 months in APAC, and our team attended the annual Australian Securitisation Conference. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • income

    Are you looking for monthly income?

    David Buckland
    December 2, 2022

    Investors looking for investment opportunities providing monthly cash income, may want to consider the Aura High Yield SME Fund or the Aura Core Income Fund. This is particularly suitable for investors who wish to source monthly income with lower volatility of returns. Continue…

    by David Buckland Posted in Aura Group, Editor's Pick.
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    • POSTED IN Aura Group, Editor's Pick.
    income
  • A review of the Australian financial planning landscape in 2022

    Dean Curnow
    December 1, 2022

    When I last updated our readership on the financial planning landscape in Australia, the number of registered advisers at the end of 2021 was down 11 per cent for the calendar year and total adviser numbers were just under 19,000 at the time. Fast forward to 30 September 2022, and the rolling 12 month fall in adviser numbers has increased to 14 per cent with total adviser numbers now around 16,500 as captured in the graph below. Continue…

    by Dean Curnow Posted in Financial Services.
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  • AMP’s strong valuation case

    David Buckland
    November 30, 2022

    In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market.  A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). Continue…

    by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Stocks We Like, Video Insights.
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Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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