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The Montgomery Fund’s investment thesis in Treasury Wine Estates
Roger Montgomery
October 18, 2022
As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Fear and Greed: Three scenarios that could kickstart a bull market
Roger Montgomery
October 17, 2022
Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss current market conditions. There’s plenty of negativity in the market right now, with a real risk of recession in the U.S. and in Europe as interest rates rise to combat inflation. But what does this mean for investors? At some point we will enter another bull market. Roger shares three scenarios that could kickstart another run up in sharemarkets in this podcast.
by Roger Montgomery Posted in Podcast Channel.
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Are inflationary pressures heading in the right direction?
David Buckland
October 17, 2022
On the back of exiting the COVID-19 pandemic and the Russia-Ukraine war, inflation has been rearing its ugly head and in the case of many developed economies it is growing at the highest level since September 1981, when U.S. ten-year Government bonds yields challenged 16 per cent. Continue…
by David Buckland Posted in Market commentary.
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What do catalysts mean for the investment choices in The Montgomery Fund?
Roger Montgomery
October 14, 2022
In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. Continue…
by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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Which investors didn’t lose money in September?
Roger Montgomery
October 14, 2022
In this week’s video insight Roger identifies how credit income funds work and why most equity investors invest for the growth provided by growing businesses, and they also invest in cash, bonds or hybrids, looking for monthly income and returns that are uncorrelated with their equities and other assets. Continue…
by Roger Montgomery Posted in Video Insights.
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Is this time different?
Roger Montgomery
October 13, 2022
As nabtrade celebrates its 10th birthday this month, they have created an exclusive investment series for their clients. In this piece I share an article on why this is a time for investors to rejoice rather than despair. Hear my words for investors in volatile times. Read: Is this time different?
by Roger Montgomery Posted in On the Internet.
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Three new buys from the Polen Capital Global Growth Fund
David Buckland
October 13, 2022
As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why it might be time to be greedy once more
Roger Montgomery
October 12, 2022
Currently, price-to-earnings ratios are at levels unseen since the 2020 COVID sell-off and the Global Financial Crisis. Many quality companies are now ‘on sale’. This is creating an ideal environment for judicious investors to take advantage of mis-priced businesses. Continue…
by Roger Montgomery Posted in Market commentary.
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