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About Roger
rogermontgomeryinsights
August 29, 2009
Roger Montgomery founded the office of Montgomery Investment Management Pty Ltd, www.montinvest.com in 2010 following a successful career as a fund manager, public company chairman and most recently, best-selling investment author.
Montgomery is independent and manages funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations.
Investors benefit from the unique blend of insights, focus and temperament offered by a dedicated team of owners and analysts with eleven decades of investing, business and investment banking experience. Montgomery manages four value-oriented funds focused on ownership of high quality businesses and generating superior returns over the very long term.
As a testament to strong performance and investment approach Montgomery was awarded Emerging Fund Manager of the Year at the 2016 Money Management and Lonsec Fund Manager of the Year Awards.
Montgomery manages The Montgomery Fund, Montgomery Global Fund, Montaka Global Access Fund, Montgomery Alpha Plus Fund, The Montgomery [Private] Fund and Montaka Global Fund. To invest with Montgomery, visit www.montinvest.com.
Roger Montgomery is particularly passionate about putting successful stock market investing within the reach of everyone. In 2010 Roger published his first stock market guidebook, Value.able, a step-by-step guide to valuing the best stocks and buying them for less than they’re worth. Selling out in just fourteen weeks, Value.able Second Edition is now available exclusively at www.rogermontgomery.com.
Alan Kohler has referred to Roger as “one of the nations smartest and most successful value investors” and Ross Greenwood has described him as “one of Australia’s best-regarded stock market investors” and as a man who “invests well, not often”. Of Value.able, Ross Greenwood wrote, “Value.able is a hidden gem. For people who want to understand how to genuinely value a business before investing, rather than ‘hitting and hoping’, this is a book you simply must read. The very best investors in the world are ‘value’ investors. They don’t invest all the time – only when the market values and business conditions are ripe. This discipline is fully explained in Value.able and time spent here will be potentially highly rewarding for readers”.
Roger and the Montgomery Investment Management team appear regularly on television and radio, and write for several mainstream publications. They can be found speaking regularly on ABC Statewide Drive radio program and Ross Greenwood’s Money News program on 2GB, as well as on Your Money Your Call and Peter Switzer’s Switzer TV on the Sky News Business Channel, and last but most certainly not least The Business with Ticky Fullerton on ABC.
Roger shares his stock market insights at his insights blog, www.rogermontogmery.com. Investors can also follow Roger on Facebook and Twitter and watch media interviews on his YouTube channel.
Visit www.rogermontgomery.com to secure your Second Edition copy of Value.able and learn how Roger Montgomery values the best stocks and buys them for less than they’re worth.
To read what investors are saying about Value.able, click here.
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ValueLine: ASX and Telstra
Roger Montgomery
August 26, 2009
ASX used to be a wonderful business but is now expensive. Telstra is not as expensive, nor is it wonderful.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Music to my ears
Roger Montgomery
August 19, 2009
JB Hi-Fi and Cochlear post strong results, which leads to their intrinsic value being lifted further.
by Roger Montgomery Posted in On the Internet.
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ValueLine: JBH cranks up the volume
Roger Montgomery
August 12, 2009
The retailer’s same-store and overall sales were strong, it is dominating its sector and its prospects are bright.
by Roger Montgomery Posted in On the Internet.
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What is Roger Montgomery’s outlook ahead of Australia’s earning watch?
Roger Montgomery
August 11, 2009
Roger Montgomery shares his outlook ahead of the Australian reporting season, with CNBC’s Oriel Morrison. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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ValueLine: Westpac
Roger Montgomery
August 5, 2009
Westpac has strong assets, is a good corporate citizen, and I’ll be buying more shares if the price dips below intrinsic value.
by Roger Montgomery Posted in On the Internet.
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What are Roger Montgomery’s thoughts on the Aussie earnings preview?
Roger Montgomery
July 30, 2009
With Australia set to begin its reporting season in August, Roger Montgomery tells CNBC’s Oriel Morrison what stocks he is looking out for. Watch the interview.by Roger Montgomery Posted in Media Room, TV Appearances.
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ValueLine: The Reject Shop
Roger Montgomery
July 22, 2009
At $2.40, few investors wanted The Reject Shop. Now at $12, it is much more popular. But where to from here?
by Roger Montgomery Posted in On the Internet.
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ValueLine: Why I like Platinum
Roger Montgomery
July 15, 2009
Fund managers, at the right price, can be wonderful investments.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Best stocks, best prices
Roger Montgomery
July 8, 2009
A sound portfolio is about buying shares in the right businesses at the right prices.
by Roger Montgomery Posted in On the Internet.
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