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Despite a bumpy 2016, quality investing is alive and well
Scott Phillips
February 20, 2017
Last year was certainly full of surprises. We saw Brexit, Donald Trump’s election victory, and iron ore prices tripling. We also witnessed the great sector rotation on the share market from high quality businesses to low quality businesses – a trend that continues today. And this led us to ask: is quality investing still the best approach?
Continue…by Scott Phillips Posted in Montgomery News and Updates.
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Why we continue to like Challenger
Roger Montgomery
February 20, 2017
Challenger Financial Group (ASX:CGF) has over $60b in assets, commands the leading market position in annuities, and has a growth profile that should be supported by a rising tide of superannuation assets. We like the business – it’s one of Montgomery’s larger positions. Our views were confirmed this week, when Challenger presented its interim results.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick.
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Value investing giant, Seth Klarman, issues a warning to all investors
Roger Montgomery
February 16, 2017
Seth Klarman’s Baupost Group is the world’s 11th largest hedge fund. And Klarman, a renowned value investor, has sometimes been compared to Warren Buffett. So when he offers his analysis, it’s worth reading. Which is why we’re pleased to bring you excerpts from Klarman’s latest investor letter. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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MEDIA
Money News 14.02.2017
Roger Montgomery
February 16, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses some results from the current reporting season including Challenger and BWX.
by Roger Montgomery Posted in Editor's Pick, Radio.
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A quick review of reporting season
Tim Kelley
February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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