Ramsay Health Care produced a great result for the first half of FY17 and kept its tradition of upgrading full-year guidance. The market should have received this result well, particularly in light of weak industry activity, were it not for one bit of unexpected news – the retirement of CEO, Chris Rex. Continue…

by Ben MacNevin Posted in Companies.

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It’s 20 months since we launched the Montgomery Global Fund, and we’re pleased to report it has outperformed both the MSCI World Net Total Return Index – by 4.3 per cent after expenses – and most of our well-known peers.  The reason?  Careful stock selection.  Today, I’d like to discuss two of the key stocks in our portfolio. Continue…

by David Buckland Posted in Editor's Pick, Montgomery News and Updates.

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In this interview with Ross Greenwood, David Buckland discusses where value has emerged from the recent reporting season.

by David Buckland Posted in Radio.

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You may have read the recent comments by Warren Buffet to Berkshire Hathaway shareholders about the merits of active fund management versus index funds. In short, Buffet’s advice for investors contemplating using active managers is: don’t do it; use low cost index funds instead. But is he right? Continue…

by Tim Kelley Posted in Market commentary.

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If you had money to invest, where should you put it? According to Warren Buffett’s business partner, Charlie Munger, you should look at China. Munger shared his investment insights in a recent interview. It makes vital reading for all investors in global equities, and those with holdings in The Montgomery Global Fund. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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With property prices still heading north – particularly in the major capitals – we recently took the opportunity to meet with the CEO and CFO of REA Group (ASX: REA), Tracey Fellows and Owen Wilson. Our discussion gave us a greater insight into REA’s 1H17 result and the prospects of Australia’s leading online real estate advertising company. Continue…

by Scott Shuttleworth Posted in Companies.

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In this article published in The Australian Roger explains why BHP’s longer-run economics are not attractive and why you should never take a cue from share prices. Read here.

by Roger Montgomery Posted in In the Press.

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