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The Montgomery Fund quarterly video March 2022
Joseph Kim
April 21, 2022
The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment. We remain cautious on recent market moves as volatility remains elevated across all financial markets. Continue…
by Joseph Kim Posted in Video Insights.
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Spark Your Fire – markets with Roger
Roger Montgomery
April 20, 2022
Roger joined Jas on the Spark your FIRE podcast to discuss how the start of 2022 has seen the most unexpected black swan of all time – a war in eastern Europe. The Russia and Ukraine war will have long lasting implications on the global economy with impacts on supply chains and commodities. Listen via the embed player below:
by Roger Montgomery Posted in Podcast Channel.
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Aeris Resources – drilling is the truth; and successful exploration is transformational
David Buckland
April 20, 2022
Aeris Resources (ASX:AIS) has had a successful drilling program and pleasingly increased its Copper production guidance at Tritton, about 50 kilometres north-west of Nyngen, Central NSW, from 19,000 tonnes in Fiscal 2022 to around 31,500 tonnes in Fiscal 2025, and importantly the life of the mine plan has been extended from three years to at least eight years. Continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Two high quality businesses you should get to know
David Buckland
April 19, 2022
Montgomery Investment Management has partnered with US-based fund manager Polen Capital to help deliver superior returns for our investors. Polen’s team manages US$82 billion in total assets, and its longest-running flagship investment strategy has averaged double-digit annual returns for more than 30 years. Here I’d like to share with you two high quality firms in the Polen Capital Global Small and Mid Cap Fund. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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nabtrade Your Wealth: The wall of worry – what to do with your money
Roger Montgomery
April 15, 2022
Roger joined Gemma Dale on the nabtrade podcast Your Wealth to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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What to expect from bank net interest margins
Stuart Jackson
April 14, 2022
In this week’s video insight Stuart discusses the performance turnaround from the major banks, which is due to a change in the market’s outlook for net interest margins on the back of an expectation of rising rates. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Video Insights.
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What rising cash rates mean
David Buckland
April 14, 2022
Since October 2021, the Reserve Bank of New Zealand (RBNZ) has raised their cash rate on four separate occasions. On three occasions (6 October 2021, 24 November 2021, and 23 February 2022) the increase was by 0.25 per cent (to 1.0 per cent) and yesterday (13 April 2022) the increase was by 0.50 per cent (to 1.50 per cent). The last time the RBNZ moved their official cash rate by 0.5 per cent, was on 14 November 2001 – and the direction was downward to 4.75 per cent. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Tulla Resources – ambitions to become a diversified mining and investment house
David Buckland
April 14, 2022
I was watching an investor presentation from Mark Maloney, Executive Director of Tulla Resources (ASX: TUL), and an ex-colleague of mine. The company had a tough start to public life, floating on the ASX in March 2021 at $0.90 per share before a substantial de-rating to $0.40 per share six months later. Continue…
by David Buckland Posted in Companies, Energy / Resources.
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