-
Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. 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.
-
The tightening interest rate cycle is now biting
David Buckland
October 6, 2022
With the exception of the Reserve Bank of New Zealand, which commenced its monetary policy tightening cycle in October 2021, well ahead of their English-speaking counterparts – the other major English-speaking Central Banks have tried to play “catch-up football” in recent months to counter the multi-decade growth in inflationary expectations. Continue…
by David Buckland Posted in Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Market commentary.
-
Montgomery Investment Management’s product suite
David Buckland
October 5, 2022
In this week’s video insight David provides an update on Montgomery’s product suite which comprises of four divisions including Australian Eagle Asset Management, Montgomery Lucent, Polen Capital and Aura Group. Continue…
by David Buckland Posted in Montgomery News and Updates, Video Insights.
-
Aura Private Credit Insights: Letter to investors 04 October 2022
Brett Craig
October 4, 2022
The Reserve Bank of Australia (RBA) monetary decision now has access to a key datapoint for their meeting today, with the first monthly CPI data (move from quarterly). We may be seeing some positive movement off the back of the RBA’s aggressive rate hiking cycle with household spending beginning to taper, although with inflation still on the rise the RBA will likely be driven to conduct further rate rises over the coming months. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS 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.” -
A deeper dive into Australian eagle asset management part 2
Dean Curnow
October 4, 2022
Earlier in the month I began to build our readership’s knowledge of our new partner manager Australian Eagle Asset Management, focussing on their investment process and how this is now powering The Montgomery Fund going forward. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
Buy in gloom and sell in boom
David Buckland
September 30, 2022
In this week’s video insight David discusses why it’s important to asses how we avoid losing real purchasing power and what we can do to drive real inflation-adjusted returns from our investments. Given inflation is rearing its ugly head and hitting the highest level since the early-1980s, how do investors increase their nominal return? Continue…
by David Buckland Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
Playing the infinite game: patient investing
Polen Capital
September 29, 2022
In his 2019 book The Infinite Game, author Simon Sinek describes how taking a long-term view — what he calls adopting an infinite mindset — is critical for success. Although discussed in the context of leadership, the same principle applies to investing, which has historically favored those who take a long-term view rather than react impulsively to the inevitable ups and downs that occur on the path to creating wealth. Of course, while countless investors have demonstrated that the market rewards those who stay the course, the reality is that doing so isn’t always easy. On the contrary, it takes discipline, self-restraint, and patience. Continue…
by Polen Capital Posted in Polen Capital.
- 1 Comments
- save this article
- 1
- POSTED IN Polen Capital.
-
Small to medium enterprises throughout the pandemic and beyond
Brett Craig
September 28, 2022
Small to medium enterprises (SMEs) have been underserviced in the lending market for some time, further exacerbated by the COVID-19 global pandemic. The onset of the COVID-19 Global Pandemic in March 2020 brought shock and great uncertainty for individuals and business owners. The global interruption presented governments and businesses with a new unchartered challenge that had to be addressed immediately and with no precedent to follow. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
