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

  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
China's fixed asset investment (11/08/2015)
August 11, 2015
by David Buckland
A better class of investing? (28/07/2015)
July 28, 2015
by Roger Montgomery
The impact of the falling Australian dollar (21/07/2015)
July 21, 2015
by Stuart Jackson
Alert but not Alarmed (14/07/2015)
July 14, 2015
by Tim Kelley
  • Seven Group Holdings

    A high-conviction long/short strategy for diversified returns and growth

    Roger Montgomery
    June 27, 2023

    Recently, Zenith Investment Partner published their fund report for the Australian Eagle Trust Long Short Fund (The Fund), reiterating their RECOMMENDED rating. With their updated rating for 2023 investors might be interested in The Fund’s features and benefits, commencing with its historical performance (Figure 1). Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.
    • save this article
    • POSTED IN Montgomery News and Updates.
    Seven Group Holdings
  • Aura Private Credit

    Aura Private Credit: Letter to investors 23 June 2023

    Brett Craig
    June 26, 2023

    The minutes from the June Reserve Bank of Australia (RBA) meeting published last week revealed a more hotly contested meeting than the market anticipated, with the decision closely split between a hold or a 25 basis point hike. ​The threat of further inflation outweighing the option to hold.​ Continue…

    by Brett Craig Posted in Aura Group.
    • save this article
    • POSTED IN Aura Group.
    Aura Private Credit
  • Unmasking the ‘mortgage cliff’: Are recession fears overblown?

    Roger Montgomery
    June 26, 2023

    With all the talk of recession, we’ve been exploring its probability. As investors, it’s vital to understand which sectors and individual companies are most and least impacted. And helping in that task is appreciating the consumer’s important canary-in-the-coal-mine role. A consumer’s financial position will ultimately determine their propensity to spend on discretionary items and their ability to meet non-discretionary expenses such as utilities and the mortgage, so it is worth understanding each data point. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • The Bank of England steps up its fight against inflation with its 13th interest rate hike – raising rates to 5.0 per cent

    David Buckland
    June 23, 2023

    Last night, the Bank of England (BoE) raised its benchmark interest rate by a half percentage point to 5.0 per cent, the highest level in 15 years. When it comes to inflation, Britain remains an outlier compared with other major economies, with consumer prices rising 8.7 per cent in May 2023, four times the BOE’s 2 per cent target and more than double the rate in the U.S. Continue…

    by David Buckland Posted in Global markets.
    • save this article
    • POSTED IN Global markets.
  • 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

  • MEDIA

    Ausbiz: Unmasking the Mortgage Cliff

    Roger Montgomery
    June 23, 2023

    I joined Ausbiz to discuss how high inflation and global recession fears are impacting markets and the economy. I also share my perspective on the potential mortgage cliff for Australians and explain how aggregate numbers can sometimes conceal individual-level issues, and that marginal consumers often dictate the outlook for firms and their performance. Watch the interview: Unmasking the mortgage cliff

    by Roger Montgomery Posted in Editor's Pick, TV Appearances.
    • save this article
    • POSTED IN Editor's Pick, TV Appearances.
  • Beyond fundamentals: Outlook on digital payments

    Polen Capital
    June 23, 2023

    In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? Continue…

    by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.
    • watch video
    • save this article
    • POSTED IN Companies, Polen Capital, Stocks We Like, Video Insights.
  • Evidence of our predicted retail slowdown is mounting

    Roger Montgomery
    June 22, 2023

    Over the course of the last twelve months, we have warned investors off consumer discretionary stocks, consistent with the positioning of our domestic equity funds and the posture of Brett Craig’s private credit funds, which have also been eschewing extending credit to the sector. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary.
    • save this article
    • POSTED IN Companies, Consumer discretionary.
  • Avita Medical’s medium-term prospects getting better

    David Buckland
    June 21, 2023

    Avita Medical’s (ASX:AVH) RECELL System was first approved in the U.S. for the treatment of severe burns in 2018 and prepares, produces, and delivers a regenerative cell suspension, Spray-On Skin Cells, using a small amount of a patient’s own skin. Continue…

    by David Buckland Posted in Companies, Stocks We Like.
    • save this article
    • POSTED IN Companies, Stocks We Like.
  • 85
  • 86
  • 87
  • 88
  • 89
  • 90
  • 91
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Rhodri
    Taylor
  • 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.