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

  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
  • Understanding insurance broking

    Lisa Fedorenko
    April 20, 2018

    You may not be too familiar with Steadfast Group (ASX: SDF) and AUB Group (ASX: AUB), but these insurance brokers are high quality businesses in an industry with high barriers to entry. Which is why we are very happy to hold them in our funds. Continue…

    by Lisa Fedorenko Posted in Insurance, Stocks We Like.
    • 2 Comments
    • save this article
    • 2
    • POSTED IN Insurance, Stocks We Like.
  • Four months can be a long time in the share market

    David Buckland
    April 19, 2018

    “While the outlook for Blue Sky is easy to articulate, the execution is always more challenging…Our business is well placed to meet the inevitable challenges that lie ahead” quoted the 2017 Annual Report. Continue…

    by David Buckland Posted in Companies, Financial Services.
    • 4 Comments
    • save this article
    • 4
    • POSTED IN Companies, Financial Services.
  • MEDIA

    Money News 07.04.2018

    David Buckland
    April 19, 2018

    In this interview with Ross Greenwood on Money News, David Buckland discusses Blue Sky Alternative Investments (ASX: BLA). The share price was hammered on Monday, falling by over 22 per cent, and fell a further 6.4 per cent on Tuesday to close at $3.80. What does the future look like?

    by David Buckland Posted in Radio.
    • LISTEN
    • save this article
    • POSTED IN Radio.
  • Retiring and contributing to super – what’s our current position?

    Scott Phillips
    April 18, 2018

    After 25 years, and from modest beginnings, the Australian superannuation system has a lot to be proud of. As one of the largest superannuation and pension systems globally it is well on the way to meeting its ultimate purpose of supporting all Australians as they move toward their retirement years. Continue…

    by Scott Phillips Posted in Investing Education.
    • 4 Comments
    • save this article
    • 4
    • POSTED IN Investing Education.
  • 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

  • Could the housing market be hit by tighter lending standards?

    Andreas Lundberg
    April 18, 2018

    The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. Continue…

    by Andreas Lundberg Posted in Editor's Pick, Financial Services.
    • 15 Comments
    • save this article
    • 15
    • POSTED IN Editor's Pick, Financial Services.
  • Is BT Investment Management suffering from style headwinds?

    Tim Kelley
    April 17, 2018

    In this week’s video insight Tim discusses a position The Montgomery Fund recently took in BT Investment Management (ASX:BTT).

    Continue…

    by Tim Kelley Posted in Video Insights.
    • 2 Comments
    • save this article
    • 2
    • POSTED IN Video Insights.
  • Advertisers are the big winners from the banking Royal Commission

    Stuart Jackson
    April 17, 2018

    The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is bad news for banks and other organisations that are being put under the microscope.  But it’s been a boon for advertisers, who have enjoyed a boost in ad spending as financial services businesses seek to prop up their brands. Continue…

    by Stuart Jackson Posted in Media Companies.
    • save this article
    • POSTED IN Media Companies.
  • Harsh but true

    Lisa Fedorenko
    April 16, 2018

    Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. Continue…

    by Lisa Fedorenko Posted in Insightful Insights, Investing Education.
    • 2 Comments
    • save this article
    • 2
    • POSTED IN Insightful Insights, Investing Education.
  • 359
  • 360
  • 361
  • 362
  • 363
  • 364
  • 365
  • 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.