Members of the Montgomery Global team have just completed a roadshow to the financial planning community in several cities across Australia and New Zealand. This has coincided with the recently released ratings for the Montgomery Global Fund of “Recommended” from Zenith and “Investment Grade” from Lonsec. Continue…

by David Buckland Posted in Montgomery News and Updates.

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by Roger Montgomery's Team Posted in Old Content.

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As value investors, we are always on the lookout for businesses with a competitive advantage. Having a competitive advantage can give a business an edge over rivals and an ability to generate greater value for shareholders. But what do we really mean by competitive advantage, and how does it come about? Continue…

by Lisa Fedorenko Posted in Market commentary.

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There’s an unfortunate trait amongst the broader population of investors that a rising price reaffirms their investment thesis. Take, for example, ever-rising house prices. Continue…

by Roger Montgomery Posted in Property.

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Another cause of our overheated property market has come to light in a recent report by Transparency International (the global anti-corruption watchdog). Based on their findings, it appears that money laundering by foreign ‘investors’ is at least partly to blame. Continue…

by Andreas Lundberg Posted in Property.

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What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores.  On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees.  VTG’s share price promptly plummeted.  After VTG rebutted the leak, its share price rebounded.  So, who should we believe? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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In this interview with Ross Greenwood, Roger Montgomery discusses investing in the retail sector, interest rates and record debt.

by Roger Montgomery Posted in Radio.

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Ticky Fullerton and Roger discuss the regulatory crack down on interest only loans. Roger mentions APRA’s recent changes and what this means for the property investors.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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