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How the Australian Eagle Trust Long Short Fund has achieved its outperformance*
David Buckland
April 20, 2023
Australian Eagle Asset Management, one of Montgomery’s four business partners, launched the Australian Eagle Trust Long Short Fund on 1 July 2016. It is effectively a 150/50 Fund, “long” its best 25-35 stocks with an average weight of around 4.5 per cent, and “short” 12-25 stocks with an average weight of around 2.5 per cent. The Fund is appropriate for investors with a “Very High” risk and return profile. Continue…
by David Buckland Posted in Companies, Editor's Pick, Market Valuation, Montgomery News and Updates.
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A note to young investors part 2: How to invest in quality growth stocks
Roger Montgomery
April 20, 2023
In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies. So, the question is: how to find and invest in these companies? Continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick, Insightful Insights, Investing Education.
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A note to young investors part 1: Why you should rethink investing in index funds
Roger Montgomery
April 19, 2023
If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick to investing in broad benchmarks such as the S&P/ASX100 or 200. Continue…
by Roger Montgomery Posted in Investing Education.
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Woosh! Cochlear’s share price growth just hit 10,000 per cent
Sean Sequeira
April 18, 2023
Cochlear (ASX: COH) – the world leader in the profound hearing loss market – is, in our opinion, one of the highest quality companies on the ASX. Since listing in 1995, its share price has grown from $2.50 to around $250. That’s a rise of almost 10,000 per cent! This meteoric rise reflects the company’s ability to deliver consistent double-digit revenue and earnings growth each year. And with its market still significantly underpenetrated, we believe there are many more good years to come. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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How an IPO drought and consolidation are hitting retail investors
Roger Montgomery
April 17, 2023
Millie Murio published an article in The Sydney Morning Herald discussing the current drought in initial public offerings (IPOs) over the past few months. Millie draws on Roger’s view and how this is impacting investors. Read the article: How an IPO drought and consolidation are hitting retail investors
by Roger Montgomery Posted in On the Internet.
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Stocks we like in the EV space
Gary Rollo
April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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Aura Private Credit: Letter to investors 14 April 2023
Brett Craig
April 14, 2023
Often, Private Credit investors ask, “are businesses debt serviceability prospects hampered by inflation, relating to good and service production inputs and increasing costs of debt capital?” Continue…
by Brett Craig Posted in Aura Group.
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After losing its froth, is Breville a ‘buy’ once more?
Roger Montgomery
April 14, 2023
I’ve followed Breville Group (ASX: BRG) – which makes and markets home appliances such as coffee makers – for a long time. And I’ve always been impressed by the firm’s management, approach and execution. With the current share price around 40 per cent off its highs, and the company trading on a retailer-type price to earnings (P/E) ratio, I think there’s an opportunity for investors to buy this quality business at an attractive price. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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