The advent of machine-driven investing means that computers can quickly pounce on stocks that the market seems to have mispriced. This development has raised the bar for value investors seeking to outperform the market.  But it’s not the beginning of the end for human stock-pickers.
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by Tim Kelley Posted in Investing Education.

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Roger joined Ticky Fullerton on Sky Business to discuss if there could be a market correction on the way. There doesn’t seem to be any correlation between economic growth and the stock market.

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by Roger Montgomery Posted in TV Appearances.

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As most of our readers likely know, you are very unlikely to see any Montgomery managed funds invest in mining companies. And recent news out of China supports our investment approach. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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It’s been a long time coming, but it seems the much-anticipated end to Sydney’s housing bubble has finally arrived. And, Australia-wide, there’s a growing list of areas with owners struggling to cope with mountains of debt. The question is, how far will property prices fall?
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by Roger Montgomery Posted in Editor's Pick, Property.

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As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. Continue…

by Lisa Fedorenko Posted in Companies, Health Care.

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Stuart Jackson, Portfolio Manager for The Montgomery [Private] Fund and Senior Analyst whipped up the following summary of the Big Four bank’s 2017 results for a TV interview during which the host decided to chat about something else.

So here’s are Stuart’s thoughts – now exclusive to the insights blog! Continue…

by Roger Montgomery Posted in Financial Services.

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The increasing challenges faced by our retailers are well documented.  But from adversity can come opportunity, provided a business is prepared to innovate.  And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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In this interview with Ross Greenwood Roger discusses the two parts to successful investing, intelligence and temperament. Also touching on part 2 of trying to fix Australia’s big issues.

by Roger Montgomery Posted in Radio.

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