ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • Bond markets signal caution – time to pay attention READ HERE to learn more.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
  • MEDIA

    The most-tipped small caps for 2021

    Gary Rollo
    January 14, 2021

    Each year Livewire Markets readers tip their favourite small cap stocks. In 2019 the top 10 tipped small-cap stocks gained 43 per cent for the year, while 2020 lifted 6.8 per cent. Nearly 5,200 Livewire readers made submissions for this year’s top ten. Gary Rollo likes #3 PointsBet Holdings (ASX:PBH), the online bookmaker returned a nice 158 per cent during 2020. Read the other top 10 here.

    by Gary Rollo Posted in On the Internet.
    • READ ONLINE
    • save this article
    • POSTED IN On the Internet.
  • The winners and losers of 2020

    Scott Phillips
    January 13, 2021

    A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets. Interestingly, when we look in isolation at the calendar year returns of the S&P/ASX 300 Accumulation Index (which includes the returns from dividends), the market was up a tiny 1.4 per cent. Continue…

    by Scott Phillips Posted in Editor's Pick, Global markets, Market commentary.
    • 1 Comments
    • save this article
    • 1
    • POSTED IN Editor's Pick, Global markets, Market commentary.
  • Welcome to 2021. Play what is in front of you.

    David Buckland
    January 12, 2021

    In this week’s video insight David identifies why as investors we can only play what is in front of us. In reaction to the COVID-19 pandemic, Central Banks have been printing money so Governments – which are running substantial deficits – can pay for financial assets, welfare programs, infrastructure and salaries for public servants.  Productivity reform is largely ignored, and together with ageing demographics and indebtedness, there is a handbrake to future economic growth. So, for 2021, what is in front of us?

    by David Buckland Posted in Editor's Pick, Video Insights.
    • save this article
    • POSTED IN Editor's Pick, Video Insights.
  • MEDIA

    Part 2 Ageing populations mega trend

    Gary Rollo
    January 6, 2021

    In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme.

    Continue…

    by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
    • watch video
    • save this article
    • POSTED IN Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

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

    Ross Greenwood, Channel Nine, 2GB

  • MEDIA

    Roger Montgomery on why he’s optimistic about markets in 2021

    Roger Montgomery
    January 5, 2021

    Roger Montgomery joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss investing in 2021. After a year of massive volatility momentum stocks and namely those in technology, have dominated the pandemic’s bull market since the steep market correction in March. With the S&P500, Dow Jones and Nasdaq at record highs, have markets got ahead of themselves in pricing a return to growth?

    by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
    • 4 Comments
    • save this article
    • 4
    • POSTED IN Editor's Pick, Podcast Channel.
  • Farewell 2020, Hello 2021

    David Buckland
    January 4, 2021

    Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators.  (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1.85 million people have passed-away from COVID-19. Continue…

    by David Buckland Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • MEDIA

    Ingenia’s holiday park market is booming!

    Gary Rollo
    December 22, 2020

    Formed in 2012 Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust (REIT) with a portfolio of assets covering lifestyle, tourism and retirement living. In the latest small cap management video series, Gary Rollo catches up with Chief Executive Officer, Simon Owens to discuss key holiday park markets and the groups’ revenue streams. Continue…

    by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
    • watch video
    • save this article
    • POSTED IN Montgomery Small Caps Management Video Series, Video Insights.
  • Montgomery wishes you a Merry Christmas

    Roger Montgomery
    December 21, 2020

    As 2020 draws to a close and the team at Montgomery looks forward to spending some quality time with our family and friends, we would like to wish you a Merry Christmas in our final post for the year. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.
    • 5 Comments
    • save this article
    • 5
    • POSTED IN Montgomery News and Updates.
  • 183
  • 184
  • 185
  • 186
  • 187
  • 188
  • 189
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

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.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.