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

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DuPont Analysis (04/11/2014)
November 4, 2014
by Scott Shuttleworth
A compelling case (28/10/2014)
October 28, 2014
by Ben MacNevin
Like It Or Not? (21/10/2014)
October 21, 2014
by Roger Montgomery
Looking closer at the Australian equity market (08/10/2014)
October 8, 2014
by Tim Kelley
  • MEDIA

    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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    • POSTED IN On the Internet.
  • Electric vehicle video

    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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    • POSTED IN Companies, Stocks We Like, Video Insights.
    Electric vehicle video
  • Aura Private Credit

    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.
    • save this article
    • POSTED IN Aura Group.
    Aura Private Credit
  • Breville

    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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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
    Breville
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  • Electric vehicle video

    Why we have exposure to the long-term EV theme

    Gary Rollo
    April 13, 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 long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. Continue…

    by Gary Rollo Posted in Video Insights.
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    • POSTED IN Video Insights.
    Electric vehicle video
  • Newmont Mining makes third offer for Newcrest Mining in a “best and final” bid

    David Buckland
    April 12, 2023

    After first purchasing the company in October 2022, readers of The Montgomery Fund reports will know we have steadily added to the position in Newcrest Mining (ASX:NCM) over recent months. The market continued to positively reappraise the company’s progress to strengthen its production profile through acquisitions (in Tier 1 sites) and extend the mine life of its existing high-quality assets. Continue…

    by David Buckland Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
  • What we can learn from Japan’s ageing population

    Roger Montgomery
    April 12, 2023

    Japan’s population is getting older. Today, the ‘land of the rising sun’ has the world’s highest median age, and is the world’s fastest ageing country. Largely as a consequence, innovation, investment and development are slowing, and this is contributing to the country’s ongoing economic stagnation. Continue…

    by Roger Montgomery Posted in Global markets.
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    • POSTED IN Global markets.
  • MEDIA

    Ausbiz: Looking for growth

    Roger Montgomery
    April 11, 2023

    In this interview with Ausbiz Roger shares his views on the current economic landscape and its effect on interest rates. Markets typically boom in the early stages of a recession and recover as people begin to look towards the future. Will small caps begin to outperform large caps and will growth companies catch up to defensives? Watch the interview: Looking for growth with Roger Montgomery

    by Roger Montgomery Posted in On the Internet, TV Appearances.
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    • POSTED IN On the Internet, TV Appearances.
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