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Are there good times ahead for the Montgomery Alpha Plus Fund?
Tim Kelley
April 28, 2017
In August 2016, we launched the newest fund in the Montgomery stable – the Montgomery Alpha Plus Fund – a “market neutral” fund designed to deliver positive returns over long time frames regardless of the overall direction of equity markets. Continue…
by Tim Kelley Posted in Montgomery News and Updates.
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Investors in index funds should be very cautious
Roger Montgomery
April 27, 2017
In December 2014, I wrote an article for The Australian titled ‘Beware the lure of the ‘cheap’ index fund: it’s full of junk’. Today, I’d like to repeat that warning. Investors who think ETFs give them safety through diversification are no more protected than those who invested in mortgage backed collateralized debt obligations (CDOs) before the GFC. Continue…
by Roger Montgomery Posted in Investing Education.
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Shopping for retail stocks – 3 to watch
Roger Montgomery
April 27, 2017
Employing nearly 11% of Australia’s workforce, the retail industry is the second largest employer behind Healthcare and Social Services. The retail sector in Australia is made up of almost 140,000 different businesses, covering everything from corner convenience stores to big box hardware and supermarkets.
Continue…by Roger Montgomery Posted in Companies.
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What does business quality mean for long-term returns?
Tim Kelley
April 26, 2017
Today Tim Kelley discusses business quality – what it is, why we focus on it, and what it means for long-term investment returns.
by Tim Kelley Posted in Video Insights.
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The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
Continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
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