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  • WHITEPAPERS

    Earning or Yearning?

    Roger Montgomery
    June 20, 2016

    The S&P/ASX 100 (XTO) is a stock market index capturing Australia’s top 100 companies by market capitalisation. It accounts for 63 per cent (at April 2016) of the Australian equity market, however it might surprise investors to learn that for 10 years to 8 June 2016, the S&P/ASX 100 has returned just 1.1 per cent per annum. Why has a portfolio of so called “blue chips” delivered investors such poor returns? In this paper we review the ten largest companies listed on the ASX. Continue…

    by Roger Montgomery Posted in Whitepapers.
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    • POSTED IN Whitepapers.
  • Better Forecasting

    Tim Kelley
    June 15, 2016

    I recently found time to read “Superforecasting: The Art and Science of Prediction” by Philip Tetlock.  Tetlock has previously published work on the reliability of expert forecasts and found that, on average their reliability is poor, and that predictions made by the highest-profile pundits tend to be worse than average. Continue…

    by Tim Kelley Posted in Investing Education.
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    philip tetlock
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  • MEDIA

    Finding value in the market

    Roger Montgomery
    June 7, 2016

    In this interview with Ross Greenwood, Roger discusses the lack of growth in the large cap end of the market. 

    by Roger Montgomery Posted in Radio.
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  • Emerging manager outperforms market by 35 per cent

    Roger Montgomery
    June 6, 2016

    Jessica Amir writes an article for Money Management detailing the finalists of the Emerging Fund Manager of the Year title from the 2016 Money Management and Lonsec Fund Manager of the Year Awards. She mentions Montgomery’s success and strong performance since inception. Read the article entitled; Emerging manager outperforms index by 35 per cent.

    by Roger Montgomery Posted in Montgomery News and Updates.
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    • POSTED IN Montgomery News and Updates.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • MEDIA

    Earnings estimates

    Roger Montgomery
    May 31, 2016

    In this interview with Ross Greenwood, Roger discusses the relationship between economic growth and stock market returns. 

    by Roger Montgomery Posted in Radio.
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  • Montgomery awarded Emerging Fund Manager of the Year

    Roger Montgomery
    May 27, 2016

    I am personally delighted to announce that Montgomery Investment Management has been awarded the prestigious Emerging Fund Manager of the Year title at the 2016 Money Management and Lonsec Fund Manager of the Year Awards. Continue…

    by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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  • MEDIA

    Is there an oversupply of apartments?

    Roger Montgomery
    May 24, 2016

    In this interview with Ross Greenwood, Roger explains the oversupply of apartments and the loan-to-value ratio. 

    by Roger Montgomery Posted in Radio.
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  • MEDIA

    ABC – The Business

    Roger Montgomery
    May 24, 2016

    In this interview with Ticky Fullerton, Roger discusses property after a new report predicts a 10% fall for Australian house prices within four years.

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
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Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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