In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. Continue…

by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates, Video Insights.

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• POSTED IN Editor's Pick, Montgomery News and Updates, Video Insights.

ARB Corporation (ASX:ARB) – the Australian-based global manufacturer and distributor of aftermarket 4WD parts and accessories – has been a stellar performer since listing on the ASX in 1987.  It’s a quality business, with sustainable and valuable competitive advantages that enjoys attractive long-term economics. ARB’s share price soared during the lockdowns, but has dropped over 42 per cent in the past year. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.

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Montgomery recently announced a new partnership with Australian Eagle Asset Management, an impressive team of six who have been managing Australian large cap equities under mandate or Separately Managed Accounts (SMA) since February 2005 and Australian long/short equities in an unlisted unit trust since July 2016. Continue…

by Dean Curnow Posted in Montgomery News and Updates.

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The retail trade and APRA July 2022 data released this week provided more data to support RBA hikes in the coming months. This week the ABS released data for retail trade turnover and volume. This dataset includes references to retail businesses including stores and online sales. Continue…

by Brett Craig Posted in Aura Group, Market commentary.

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With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors. 

by Roger Montgomery Posted in Podcast Channel.

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In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Investors wondering where property prices might go next need only watch one indicator: access to housing credit.  Because, as access to credit tightens, house prices fall.  With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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To provide a wider range of high quality investment choices, and stable monthly income, Montgomery Investment Management partnered with Aura Group and Brett Craig in May 2022. We are now delighted to announce the launch of our second income strategy, the Aura Core Income Fund.

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by Roger Montgomery Posted in Aura Group, Montgomery News and Updates.

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