Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. Continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

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As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. Continue…

by Tim Kelley Posted in Companies.

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Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…

by Joseph Kim Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. Continue…

by Tim Kelley Posted in Editor's Pick, Property.

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In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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