Welcome to our first Whitepaper of the year. It’s been a tough start to the year. With falling oil prices and lower growth expectations from China, share markets around the world are down significantly. Investing can be tough with a challenging outlook, however, this month’s Montgomery Whitepaper reveals insights into investing amid volatile market conditions. We share our view on when to buy high quality companies and discuss the difference between value and price. Continue…

by Roger Montgomery Posted in Whitepapers.

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Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. Continue…

by Scott Phillips Posted in Insightful Insights.

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by David Buckland Posted in Video Insights.

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In these highlights from Your Money Your Call, David Buckland discusses superannuation legislation and resource stocks.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
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by Roger Montgomery Posted in Insightful Insights, Whitepapers.

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Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…

by Scott Phillips Posted in Insightful Insights.

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