ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
How to identify quality businesses (23/02/2016)
February 23, 2016
by Tim Kelley
A quick lesson on what to look for (17/02/2016)
February 17, 2016
by Roger Montgomery
Pleasing results from REA Group (9/02/2016)
February 9, 2016
by Scott Shuttleworth
What can we expect in 2016? (2/02/2016)
February 2, 2016
by Roger Montgomery
  • Why you should ignore the economic noise

    Roger Montgomery
    July 20, 2023

    Right now, I think many investors are spending too much time focusing on whether a recession is imminent and how many more interest rate rises are likely before the Reserve Bank of Australia (RBA) taps out. I think they would be far better off trying to identify quality companies that are winning market share, raising prices and margins, and expanding into new regions.  And there are plenty of those. Continue…

    by Roger Montgomery Posted in Market commentary.
    • 2 Comments
    • save this article
    • 2
    • POSTED IN Market commentary.
  • How Yeti Holdings and Floor & Décor Holdings are growing in the hard-surface industry

    David Buckland
    July 19, 2023

    Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. Continue…

    by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
    • save this article
    • POSTED IN Companies, Polen Capital, Stocks We Like.
  • Dechra Pharmaceuticals and Musti Group ride the pet boom

    David Buckland
    July 18, 2023

    The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group. Continue…

    by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
    • save this article
    • POSTED IN Companies, Polen Capital, Stocks We Like.
  • Private Credit: a smart choice

    Roger Montgomery
    July 17, 2023

    For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. Continue…

    by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
    • watch video
    • save this article
    • POSTED IN Aura Group, Editor's Pick, Video Insights.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

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

    Ross Greenwood, Channel Nine, 2GB

  • Legacy point of sale providers are the walking dead

    Roger Montgomery
    July 14, 2023

    I think investors in businesses that generate meaningful revenue from point-of-sale hardware terminals (EFTPOS terminals) are sleepwalking towards their own financial cliff. And my reading of some of the broker research notes, covering the relevant companies, tells me the market doesn’t understand the implications.  There is therefore much more downside ahead for these businesses. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Financial Services.
    • save this article
    • POSTED IN Companies, Consumer discretionary, Editor's Pick, Financial Services.
  • Leveraging the AI Revolution: An investor’s perspective

    Roger Montgomery
    July 14, 2023

    I have recently suggested for the AI bubble to become a bona fide boom, the fad will need to be replaced by revenue and profits. In this blog post, we dive a little deeper into the business and revenue models companies propose to employ to leverage AI for capital gain and what it might mean for investors. Continue…

    by Roger Montgomery Posted in Technology & Telecommunications.
    • save this article
    • POSTED IN Technology & Telecommunications.
  • We’ve returned 9.6%* pa to investors without sacrificing on security. Here’s how we do it

    Brett Craig
    July 13, 2023

    In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
    • watch video
    • save this article
    • POSTED IN Aura Group, Editor's Pick, Video Insights.
  • Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development

    David Buckland
    July 13, 2023

    In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development. Both companies have faced recent share price declines but hold strong potential for long-term growth and digital transformation in various industries. Continue…

    by David Buckland Posted in Companies, Polen Capital, Video Insights.
    • watch video
    • save this article
    • POSTED IN Companies, Polen Capital, Video Insights.
  • 1
  • 84
  • 85
  • 86
  • …
  • 479
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

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.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.